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Barings BDC

217 hedge funds and large institutions have $495M invested in Barings BDC in 2022 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 64 increasing their positions, 70 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 36

2% more funds holding

Funds holding: 212217 (+5)

1.55% more ownership

Funds ownership: 46.21%47.76% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0% more call options, than puts

Call options by funds: $26K | Put options by funds: $26K

9% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 70

7% less capital invested

Capital invested by funds: $530M → $495M (-$35M)

Holders
217
Holders Change
+5
Holders Change %
+2.36%
% of All Funds
3.66%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
45
Increased
64
Reduced
70
Closed
36
Calls
$26K
Puts
$26K
Net Calls
Net Calls Change
+$63K
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
151
MML Investors Services
Massachusetts
$115K -$24.9K -2,457 -17%
MWM
152
Mission Wealth Management
California
$114K
YIH
153
Y-Intercept (HK)
Hong Kong
$113K +$123K +12,117 New
AI
154
Atom Investors
Texas
$109K +$118K +11,669 New
QT
155
Quantbot Technologies
New York
$104K +$114K +11,233 New
CFD
156
Creative Financial Designs
Indiana
$102K +$7.17K +706 +7%
SG
157
StoneX Group
New York
$101K +$110K +10,862 New
ACM
158
AlphaStar Capital Management
North Carolina
$101K -$46.3K -4,560 -30%
BAM
159
Belpointe Asset Management
Nevada
$101K +$110K +10,859 New
HI
160
Harbour Investments
Wisconsin
$97K +$106K +10,406 New
NWMG
161
National Wealth Management Group
Ohio
$96.2K +$105K +10,331 New
B
162
Bensler
Washington
$96.1K -$15.2K -1,500 -13%
OHWP
163
Oak Harbor Wealth Partners
North Carolina
$96K -$78K -7,683 -43%
BFG
164
Bouchey Financial Group
New York
$96K
CA
165
Cetera Advisors
Colorado
$95K -$140K -13,751 -58%
AWS
166
Atria Wealth Solutions
New York
$95K -$40.5K -3,988 -28%
ML
167
McAdam LLC
Pennsylvania
$95K +$104K +10,203 New
HH
168
Hilltop Holdings
Texas
$94K
AAS
169
Annex Advisory Services
Wisconsin
$93K
MWC
170
MBM Wealth Consultants
Missouri
$69K -$297K -29,248 -95%
APA
171
American Portfolios Advisors
New York
$68.2K -$1.01K -100 -1%
FPFS
172
First Personal Financial Services
North Carolina
$63K +$1.64K +162 +2%
TRCT
173
Tower Research Capital (TRC)
New York
$58K -$35.9K -3,538 -36%
KFS
174
Kelly Financial Services
Massachusetts
$53.3K +$1.38K +136 +2%
Northwestern Mutual Wealth Management
175
Northwestern Mutual Wealth Management
Wisconsin
$47K -$112K -10,998 -69%

BBDC Hedge Fund Activity: Q2 2022 in Review

217 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Barings BDC (BBDC) for Q2 2022, worth a combined $495M — down 6.6% from $530M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new BBDC positions and 36 closed out — a net gain of 9 holders — while 64 added to existing stakes and 70 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $16.7M. The largest seller was Ares Management, cutting an estimated $5.18M.

  • 217 institutional investors held Barings BDC (BBDC) as of Q2 2022, up from 212 in Q1 2022.
  • Funds reported $495M of Barings BDC stock for Q2 2022, down 6.6% quarter-over-quarter.
  • 45 funds opened new Barings BDC positions in Q2 2022 and 36 closed out, a net change of +9 holders.
  • The largest Barings BDC buyer in Q2 2022 was Rivernorth Capital Management, an estimated $16.7M added.
  • The largest Barings BDC seller in Q2 2022 was Ares Management, an estimated $5.18M sold.

Based on aggregated 13F filings for Q2 2022.