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Barings BDC
BBDC

Overview Fund Activity

210 hedge funds and large institutions have $405M invested in Barings BDC in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 71 reducing their positions, and 29 closing their positions.

Holders
210
Holders Change
-7
Holders Change %
-3.23%
% of All Funds
3.31%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
24
Increased
58
Reduced
71
Closed
29
Calls
$20K
Puts
$176K
Net Calls
-$156K
Net Calls Change
+$347K

Top Buyers

1
PMG
1
Private Management Group
California
$23.2M
2
AC
2
Almitas Capital
California
$5.07M
3
CCM
3
Callodine Capital Management
Massachusetts
$19.4M
4
Bank of America
4
Bank of America
North Carolina
$4.54M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$3.75M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$28.2M
2
Millennium Management
2
Millennium Management
New York
$2.42M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$0
4
Wells Fargo
4
Wells Fargo
California
$10.1M
5
C
5
Cliffwater
California
$7.22M
Name Market Value Shares Shares
Change 		Shares
Change %
AA
151
Advisory Alpha
Michigan
$89.4K 11,407 +11,407 New
RA
152
RFG Advisory
Alabama
$89.4K 11,406 – –
GI
153
Gradient Investments
Minnesota
$89.2K 11,381 – –
CFD
154
Creative Financial Designs
Indiana
$86.3K 11,003 – –
SPIA
155
Steward Partners Investment Advisory
New York
$86.1K 10,981 -1,387 -11%
BCM
156
Brookstone Capital Management
Illinois
$85.4K 11,058 +1 +0%
Allianz Asset Management
157
Allianz Asset Management
Germany
$84.8K 10,814 +10,814 New
SPC
158
Sigma Planning Corp
Michigan
$83.3K 10,625 +32 +0.3%
OHWP
159
Oak Harbor Wealth Partners
North Carolina
$80.9K 10,323 +5 +0%
SIA
160
Soltis Investment Advisors
Utah
$80.8K 10,310 +253 +3%
SSA
161
Schonfeld Strategic Advisors
New York
$80.8K 10,300 +10,300 New
PFO
162
Pathstone Family Office
New Jersey
$80.6K 10,282 – –
BFG
163
Bouchey Financial Group
New York
$80.6K 10,276 – –
HH
164
Hilltop Holdings
Texas
$79.5K 10,145 – –
MCC
165
Money Concepts Capital
Florida
$78.4K 10,000 – –
ACM
166
Aquatic Capital Management
Illinois
$78K 9,969 +9,969 New
FPFS
167
First Personal Financial Services
North Carolina
$59.6K 7,603 +233 +3%
LFG
168
Larson Financial Group
Missouri
$53K 6,756 -3,000 -31%
AWM
169
Avior Wealth Management
Nebraska
$52.8K 6,732 – –
S
170
SignatureFD
Georgia
$49.3K 6,292 -686 -10%
QCG
171
Quadrant Capital Group
Ohio
$46.7K 5,958 -4,473 -43%
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
$40.1K 5,116 +72 +1%
OLVIG
173
Oliver Lagore Vanvalin Investment Group
Michigan
$39.2K 5,000 +5,000 New
PA
174
Parallel Advisors
California
$34.2K 4,368 +940 +27%
SCA
175
Stonebridge Capital Advisors
Minnesota
$32.2K 4,102 – –
5 6
7
8 9