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Barings BDC
BBDC

Overview Fund Activity

209 hedge funds and large institutions have $437M invested in Barings BDC in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 76 increasing their positions, 52 reducing their positions, and 26 closing their positions.

Holders
209
Holders Change
-1
Holders Change %
-0.48%
% of All Funds
3.33%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
25
Increased
76
Reduced
52
Closed
26
Calls
$1.02M
Puts
$68K
Net Calls
+$952K
Net Calls Change
+$1.11M

Top Buyers

1
Two Sigma Advisers
1
Two Sigma Advisers
New York
$7.41M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$7.8M
3
PIWA
3
Prevail Innovative Wealth Advisors
Kansas
$2.5M
4
FGAM
4
Financial Gravity Asset Management
Texas
$1.64M
5
Bank of America
5
Bank of America
North Carolina
$6.53M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$5.01M
2
C
2
Cliffwater
California
$981K
3
AC
3
Almitas Capital
California
$105K
4
UBS Group
4
UBS Group
Switzerland
$14.7M
5
PFMU
5
Privium Fund Management (UK)
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AA
151
Advisory Alpha
Michigan
$104K 11,678 +271 +2%
SWM
152
Spire Wealth Management
Virginia
$104K 11,664 -1,124 -9%
SPC
153
Sigma Planning Corp
Michigan
$103K 11,523 +898 +8%
RA
154
RFG Advisory
Alabama
$102K 11,406 – –
GI
155
Gradient Investments
Minnesota
$101K 11,381 – –
RFS
156
Retirement Financial Solutions
Tennessee
$100K 11,218 -48,580 -81%
Allianz Asset Management
157
Allianz Asset Management
Germany
$96.4K 10,814 – –
CIAS
158
Capital Investment Advisory Services
North Carolina
$95.1K 10,670 -1,500 -12%
PFO
159
Pathstone Family Office
New Jersey
$93.8K 10,531 +249 +2%
BCM
160
Brookstone Capital Management
Illinois
$93.4K 10,496 -562 -5%
Jane Street
161
Jane Street
New York
$93.4K 10,484 +10,484 New
SIA
162
Soltis Investment Advisors
Utah
$92.4K 10,371 +61 +0.6%
MWC
163
MBM Wealth Consultants
Missouri
$92.1K 10,264 +10,264 New
OHWP
164
Oak Harbor Wealth Partners
North Carolina
$92K 10,328 +5 +0%
HH
165
Hilltop Holdings
Texas
$90.4K 10,145 – –
MCC
166
Money Concepts Capital
Florida
$89.1K 10,000 – –
S
167
SignatureFD
Georgia
$83.9K 9,414 +3,122 +50%
FPFS
168
First Personal Financial Services
North Carolina
$69.7K 7,823 +220 +3%
QCG
169
Quadrant Capital Group
Ohio
$60.8K 6,828 +870 +15%
LFG
170
Larson Financial Group
Missouri
$60.2K 6,756 – –
AWM
171
Avior Wealth Management
Nebraska
$60K 6,732 – –
CIA
172
Cape Investment Advisory
Georgia
$57.7K 6,479 +4,180 +182%
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
$46.2K 5,183 +67 +1%
OLVIG
174
Oliver Lagore Vanvalin Investment Group
Michigan
$42.4K 4,760 -240 -5%
PA
175
Parallel Advisors
California
$41.6K 4,672 +304 +7%
5 6
7
8 9