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Barings BDC
BBDC

Overview Fund Activity

203 hedge funds and large institutions have $414M invested in Barings BDC in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 68 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
-6
Holders Change %
-2.87%
% of All Funds
2.98%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
29
Increased
60
Reduced
68
Closed
32
Calls
$1.42M
Puts
$567K
Net Calls
+$851K
Net Calls Change
-$101K

Top Buyers

1
Invesco
1
Invesco
Georgia
$8.41M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.51M
3
PFMU
3
Privium Fund Management (UK)
United Kingdom
$1.53M
4
VanEck Associates
4
VanEck Associates
New York
$14.5M
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$4.41M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
UBS Group
2
UBS Group
Switzerland
$9.5M
3
Millennium Management
3
Millennium Management
New York
$0
4
CCM
4
Callodine Capital Management
Massachusetts
$18.3M
5
Bank of America
5
Bank of America
North Carolina
$4.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSA
151
Schonfeld Strategic Advisors
New York
$101K +$101K +11,800 New
Mirae Asset Global Investments
152
Mirae Asset Global Investments
South Korea
$98.9K -$160K -18,621 -62%
GI
153
Gradient Investments
Minnesota
$97.6K – – –
IP
154
Ignite Planners
California
$96.3K -$22K -2,506 -19%
MWC
155
MBM Wealth Consultants
Missouri
$93.3K – – –
CIAS
156
Capital Investment Advisory Services
North Carolina
$91.5K – – –
Pathstone Holdings
157
Pathstone Holdings
New Jersey
$90.4K +$90.4K +10,531 New
CA
158
Cetera Advisors
Colorado
$89K -$270K -31,435 -75%
BCM
159
Brookstone Capital Management
Illinois
$88.2K -$1.81K -211 -2%
BFG
160
Bouchey Financial Group
New York
$88.2K +$88.2K +10,276 New
HH
161
Hilltop Holdings
Texas
$87K – – –
MCC
162
Money Concepts Capital
Florida
$85.8K – – –
S
163
SignatureFD
Georgia
$82.4K +$1.65K +192 +2%
TAM
164
Tucker Asset Management
Colorado
$79.9K +$79.9K +9,317 New
Northwestern Mutual Wealth Management
165
Northwestern Mutual Wealth Management
Wisconsin
$70.1K +$25.6K +2,989 +58%
FPFS
166
First Personal Financial Services
North Carolina
$69.1K +$1.98K +231 +3%
ASN
167
Advisory Services Network
Georgia
$66.6K +$66.6K +7,758 New
QCG
168
Quadrant Capital Group
Ohio
$59.5K +$867 +101 +1%
LFG
169
Larson Financial Group
Missouri
$58K – – –
AWM
170
Avior Wealth Management
Nebraska
$57.8K – – –
Simplex Trading
171
Simplex Trading
Illinois
$53K +$53K +6,216 New
PA
172
Pineridge Advisors
Missouri
$52.7K +$52.7K +6,145 New
BCWM
173
Bartlett & Co Wealth Management
Ohio
$43.1K +$43.1K +5,000 New
BC
174
Bartlett & Co
Ohio
$43K +$43K +5,000 New
CAS
175
Coppell Advisory Solutions
Texas
$38.5K +$38.5K +4,484 New
5 6
7
8 9