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Barings BDC
BBDC

Overview Fund Activity

221 hedge funds and large institutions have $684M invested in Barings BDC in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 59 increasing their positions, 78 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+17
Holders Change %
+8.33%
% of All Funds
3.57%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
40
Increased
59
Reduced
78
Closed
19
Calls
$33K
Puts
$3K
Net Calls
+$30K
Net Calls Change
+$46K

Top Buyers

1
CAM
1
Concorde Asset Management
Michigan
$2.42M
2
RCM
2
Rivernorth Capital Management
Florida
$38.4M
3
BAMF
3
BI Asset Management Fondsmaeglerselskab
Denmark
$881K
4
Millennium Management
4
Millennium Management
New York
$4.6M
5
PMG
5
Private Management Group
California
$10M

Top Sellers

1
ZCA
1
Zeke Capital Advisors
Pennsylvania
$0
2
ClearBridge Investments
2
ClearBridge Investments
New York
$3.12M
3
CCM
3
Callodine Capital Management
Massachusetts
$18M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$546K
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
151
Brown Advisory
Maryland
$108K – – –
AIM
152
Axiom Investment Management
New York
$105K -$57.9K -7,100 -36%
RA
153
RFG Advisory
Alabama
$101K -$59.7K -6,712 -37%
Victory Capital Management
154
Victory Capital Management
Texas
$101K -$49 -6 -0%
MWM
155
Mission Wealth Management
California
$100K – – –
CIAS
156
Capital Investment Advisory Services
North Carolina
$99.2K +$99.2K +12,170 New
TSS
157
Two Sigma Securities
New York
$94.5K +$94.5K +11,592 New
SI
158
Stephens Inc
Arkansas
$93.3K +$93.3K +11,446 New
SPIA
159
Steward Partners Investment Advisory
New York
$93.1K -$43K -5,274 -32%
CFD
160
Creative Financial Designs
Indiana
$89.7K – – –
SPC
161
Sigma Planning Corp
Michigan
$89.6K -$10.3K -1,260 -10%
IWM
162
IHT Wealth Management
Illinois
$85.6K +$85.6K +10,505 New
OHWP
163
Oak Harbor Wealth Partners
North Carolina
$84.1K +$33 +4 +0%
BFG
164
Bouchey Financial Group
New York
$83.7K – – –
HH
165
Hilltop Holdings
Texas
$82.7K – – –
BFS
166
Bradley Foster & Sargent
Connecticut
$81.5K -$8.15K -1,000 -9%
HI
167
Harbour Investments
Wisconsin
$75.1K -$9.69K -1,189 -11%
FCA
168
Fortis Capital Advisors
Kansas
$67.4K +$67.4K +8,264 New
ACM
169
Aquatic Capital Management
Illinois
$63K +$58.1K +7,100 +1,183%
FPFS
170
First Personal Financial Services
North Carolina
$58.2K +$1.57K +192 +3%
TRCT
171
Tower Research Capital (TRC)
New York
$49K +$24.1K +2,968 +97%
SSG
172
Summit Securities Group
New York
$46K +$46K +5,640 New
EE
173
EWG Elevate
California
$43.6K +$43.6K +5,346 New
Northwestern Mutual Wealth Management
174
Northwestern Mutual Wealth Management
Wisconsin
$41.1K – – –
PA
175
Parallel Advisors
California
$35.7K +$35.5K +4,357 +24,206%
5 6
7
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