BBDC icon

Barings BDC
BBDC

Overview Fund Activity

201 hedge funds and large institutions have $446M invested in Barings BDC in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 66 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
-2
Holders Change %
-0.99%
% of All Funds
2.91%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
29
Increased
57
Reduced
66
Closed
27
Calls
$1.5M
Puts
$367K
Net Calls
+$1.14M
Net Calls Change
+$286K

Top Buyers

1
GAA
1
Global Assets Advisory
Florida
$6.04M
2
LA
2
LM Advisors
California
$2.65M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$9.37M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$7.81M
5
VanEck Associates
5
VanEck Associates
New York
$16.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.2M
2
Wells Fargo
2
Wells Fargo
California
$8.21M
3
PAIM
3
Punch & Associates Investment Management
Minnesota
$11.7M
4
FGAM
4
Financial Gravity Asset Management
Texas
$184K
5
AM
5
Ares Management
California
$38.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
151
Register Financial Advisors
Georgia
$112K -$8.96K -963 -7%
Mirae Asset Global Investments
152
Mirae Asset Global Investments
South Korea
$110K +$3.01K +324 +3%
PI
153
PFG Investments
New York
$109K +$109K +11,691 New
SWM
154
Spire Wealth Management
Virginia
$108K – – –
SIA
155
Soltis Investment Advisors
Utah
$108K +$108K +11,623 New
XT
156
XTX Topco
Cayman Islands
$107K +$107K +11,548 New
CCIA
157
Campbell & Co Investment Adviser
Maryland
$105K +$105K +11,288 New
Mariner
158
Mariner
Kansas
$103K -$94.6K -10,169 -48%
S
159
SignatureFD
Georgia
$102K +$13K +1,399 +15%
NW
160
Naviter Wealth
Arkansas
$102K -$46.5K -5,000 -31%
CC
161
Cipher Capital
New York
$97.6K +$97.6K +10,493 New
AFG
162
Atomi Financial Group
New York
$97.4K -$16.2K -1,784 -14%
BCM
163
Brookstone Capital Management
Illinois
$95.7K – – –
BFG
164
Bouchey Financial Group
New York
$95.6K – – –
MWC
165
MBM Wealth Consultants
Missouri
$95.5K – – –
HH
166
Hilltop Holdings
Texas
$94.3K – – –
IP
167
Ignite Planners
California
$93.2K -$7.83K -848 -8%
TAM
168
Tucker Asset Management
Colorado
$91.3K +$4.7K +505 +5%
EC
169
EntryPoint Capital
New York
$85K +$46.5K +5,005 +121%
FPFS
170
First Personal Financial Services
North Carolina
$77K +$2.05K +220 +3%
QCG
171
Quadrant Capital Group
Ohio
$63.2K -$1.27K -136 -2%
AWM
172
Avior Wealth Management
Nebraska
$62.6K – – –
LFG
173
Larson Financial Group
Missouri
$59.9K -$2.93K -315 -5%
PA
174
Pineridge Advisors
Missouri
$57.1K – – –
Northwestern Mutual Wealth Management
175
Northwestern Mutual Wealth Management
Wisconsin
$50.2K -$25.8K -2,775 -34%
5 6
7
8 9