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Barings BDC
BBDC

Overview Fund Activity

217 hedge funds and large institutions have $422M invested in Barings BDC in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 71 increasing their positions, 68 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
-4
Holders Change %
-1.81%
% of All Funds
3.47%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
25
Increased
71
Reduced
68
Closed
25
Calls
$104K
Puts
$607K
Net Calls
-$503K
Net Calls Change
-$533K

Top Buyers

1
PMG
Private Management Group
California
$18.7M
2
Millennium Management
Millennium Management
New York
$6.92M
3
BI
Bulldog Investors
New Jersey
$3.96M
4
GA
GraniteShares Advisors
New York
$1.38M
5
CS
Credit Suisse
Switzerland
$1.22M

Top Sellers

1
PAIM
Punch & Associates Investment Management
Minnesota
$12.5M
2
C
Cliffwater
California
$10.1M
3
AM
Ares Management
California
$34.8M
4
CAM
Concorde Asset Management
Michigan
$0
5
BlackRock
BlackRock
New York
$4.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
151
RFG Advisory
Alabama
$90.6K – – –
GI
152
Gradient Investments
Minnesota
$90.4K -$41.9K -5,274 -32%
Goldman Sachs
153
Goldman Sachs
New York
$88.9K +$88.9K +11,202 New
CFD
154
Creative Financial Designs
Indiana
$87.4K – – –
BCM
155
Brookstone Capital Management
Illinois
$85.8K +$85.8K +11,057 New
SFS
156
Sowell Financial Services
Arkansas
$85K +$85K +10,705 New
SPC
157
Sigma Planning Corp
Michigan
$84.1K -$3.22K -405 -4%
CWM
158
Cornerstone Wealth Management
Missouri
$83.3K +$83.3K +10,491 New
QCG
159
Quadrant Capital Group
Ohio
$82.8K +$63.1K +7,946 +320%
OHWP
160
Oak Harbor Wealth Partners
North Carolina
$81.9K +$40 +5 +0%
PFO
161
Pathstone Family Office
New Jersey
$81.6K +$81.6K +10,282 New
SWM
162
Spire Wealth Management
Virginia
$81.4K +$55.3K +6,962 +211%
BFG
163
Bouchey Financial Group
New York
$81K – – –
HH
164
Hilltop Holdings
Texas
$80.6K – – –
IAIM
165
International Assets Investment Management
Florida
$80.5K -$58.3K -7,344 -42%
SIA
166
Soltis Investment Advisors
Utah
$79.9K +$79.9K +10,057 New
BFS
167
Bradley Foster & Sargent
Connecticut
$79.4K – – –
MCC
168
Money Concepts Capital
Florida
$79.4K +$67.7K +8,532 +581%
LFG
169
Larson Financial Group
Missouri
$77.5K -$29K -3,648 -27%
FCA
170
Fortis Capital Advisors
Kansas
$65.6K – – –
HI
171
Harbour Investments
Wisconsin
$64.5K -$8.66K -1,091 -12%
FPFS
172
First Personal Financial Services
North Carolina
$58.5K +$1.86K +234 +3%
AAS
173
Ameritas Advisory Services
Nebraska
$55.4K +$55.4K +7,315 New
S
174
SignatureFD
Georgia
$55.4K +$30.1K +3,791 +119%
AWM
175
Avior Wealth Management
Nebraska
$53.5K +$53.5K +6,732 New
5 6
7
8 9