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Barings BDC
BBDC

Overview Fund Activity

191 hedge funds and large institutions have $427M invested in Barings BDC in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 63 increasing their positions, 55 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
-10
Holders Change %
-4.98%
% of All Funds
2.78%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
26
Increased
63
Reduced
55
Closed
31
Calls
$1.11M
Puts
$242K
Net Calls
+$867K
Net Calls Change
-$270K

Top Buyers

1
Two Sigma Advisers
1
Two Sigma Advisers
New York
$12.6M
2
VanEck Associates
2
VanEck Associates
New York
$20.8M
3
Franklin Resources
3
Franklin Resources
California
$2.26M
4
HCA
4
Harbor Capital Advisors
Illinois
$2.9M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$8.17M

Top Sellers

1
RVPG
1
Relative Value Partners Group
$0
2
CCM
2
Callodine Capital Management
Massachusetts
$9.5M
3
GAA
3
Global Assets Advisory
Florida
$0
4
Wells Fargo
4
Wells Fargo
California
$4.12M
5
BI
5
Bulldog Investors
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NFSG
151
Newbridge Financial Services Group
Florida
$83.7K -$75.8K -7,788 -48%
FPFS
152
First Personal Financial Services
North Carolina
$82.6K +$2.12K +218 +3%
LFG
153
Larson Financial Group
Missouri
$71.4K +$8.74K +898 +14%
FGAM
154
Financial Gravity Asset Management
Texas
$66.9K -$137K -14,051 -67%
QCG
155
Quadrant Capital Group
Ohio
$66.1K – – –
AWM
156
Avior Wealth Management
Nebraska
$65.5K – – –
PA
157
Pineridge Advisors
Missouri
$59.8K – – –
Northwestern Mutual Wealth Management
158
Northwestern Mutual Wealth Management
Wisconsin
$58.5K +$6.02K +619 +11%
CAS
159
Coppell Advisory Solutions
Texas
$50.9K +$50.9K +5,233 New
MG
160
Mather Group
Illinois
$46.3K – – –
CA
161
Crewe Advisors
Utah
$43.1K -$111K -11,406 -72%
CFD
162
Creative Financial Designs
Indiana
$38.1K +$10.2K +1,051 +37%
CFGS
163
Concourse Financial Group Securities
Alabama
$37.8K – – –
ADL
164
Asset Dedication LLC
California
$36K +$36K +3,700 New
TAM
165
Tucker Asset Management
Colorado
$30.4K -$65.2K -6,701 -68%
BCWM
166
Bartlett & Co Wealth Management
Ohio
$29.2K – – –
TSWM
167
Tyler-Stone Wealth Management
Ohio
$27.8K – – –
HI
168
Harbour Investments
Wisconsin
$27.1K -$2.29K -235 -8%
PA
169
Parallel Advisors
California
$25.9K -$1.34K -138 -5%
CLG
170
Cooperman Leon G
$25.7K – – –
CIBC Private Wealth Group
171
CIBC Private Wealth Group
Georgia
$23.1K – – –
HCM
172
Hollencrest Capital Management
California
$22.8K +$584 +60 +3%
NC
173
nVerses Capital
Florida
$21.4K +$21.4K +2,200 New
NA
174
NewEdge Advisors
Louisiana
$21.3K – – –
CSC
175
Caldwell Sutter Capital
California
$19.1K – – –
5 6
7
8 9