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Barings BDC
BBDC

Overview Fund Activity

198 hedge funds and large institutions have $434M invested in Barings BDC in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 57 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+7
Holders Change %
+3.66%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
57
Reduced
61
Closed
18
Calls
$1.24M
Puts
$196K
Net Calls
+$1.04M
Net Calls Change
+$173K

Top Buyers

1
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$10.5M
2
HCA
2
Harbor Capital Advisors
Illinois
$7.26M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$10.9M
4
DA
4
Denali Advisors
California
$1.51M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$1.28M

Top Sellers

1
CCM
1
Callodine Capital Management
Massachusetts
$5.42M
2
AM
2
Ares Management
California
$35.3M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$9.83M
4
UBS Group
4
UBS Group
Switzerland
$8.2M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$7.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
151
Centaurus Financial
California
$99K +$99K +10,124 New
CIA
152
Cape Investment Advisory
Georgia
$93.5K -$21K -2,142 -18%
FPFS
153
First Personal Financial Services
North Carolina
$85.4K +$2.22K +226 +3%
NFSG
154
Newbridge Financial Services Group
Florida
$84.3K – – –
FGC
155
Financial Gravity Companies
Texas
$66.6K +$66.6K +6,793 New
AWM
156
Avior Wealth Management
Nebraska
$66K – – –
LFG
157
Larson Financial Group
Missouri
$63K -$8.9K -908 -12%
HIM
158
Hillsdale Investment Management
Ontario, Canada
$61.3K +$61.3K +6,250 New
PA
159
Pineridge Advisors
Missouri
$60.2K – – –
QCG
160
Quadrant Capital Group
Ohio
$58.3K -$8.23K -840 -12%
CAS
161
Coppell Advisory Solutions
Texas
$50.6K -$956 -97 -2%
MG
162
Mather Group
Illinois
$48.8K – – –
CIBC Private Wealth Group
163
CIBC Private Wealth Group
Georgia
$42.4K +$19.8K +2,022 +88%
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$40.8K -$18.1K -1,848 -31%
Citigroup
165
Citigroup
New York
$39.2K +$39.2K +4,005 New
CFD
166
Creative Financial Designs
Indiana
$38.7K +$294 +30 +0.8%
CFGS
167
Concourse Financial Group Securities
Alabama
$38K – – –
NC
168
nVerses Capital
Florida
$32.3K +$10.8K +1,100 +50%
TRCT
169
Tower Research Capital (TRC)
New York
$32.2K +$22.9K +2,332 +246%
TAM
170
Tucker Asset Management
Colorado
$30.6K – – –
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$30.2K +$26.3K +2,687 +684%
BCWM
172
Bartlett & Co Wealth Management
Ohio
$29.4K – – –
Nomura Asset Management
173
Nomura Asset Management
Japan
$26.4K +$26.4K +2,696 New
CLG
174
Cooperman Leon G
$25.9K – – –
JPMorgan Chase & Co
175
JPMorgan Chase & Co
New York
$25.3K +$20.2K +2,059 +394%
5 6
7
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