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Barings BDC
BBDC

Overview Fund Activity

197 hedge funds and large institutions have $882M invested in Barings BDC in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 67 increasing their positions, 54 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
-1
Holders Change %
-0.51%
% of All Funds
2.62%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
67
Reduced
54
Closed
25
Calls
$718K
Puts
$66K
Net Calls
+$652K
Net Calls Change
-$388K

Top Buyers

1
CAM
1
Cresset Asset Management
Illinois
$16.5M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$451M
3
Wells Fargo
3
Wells Fargo
California
$6.75M
4
FGC
4
Financial Gravity Companies
Texas
$2.9M
5
IA
5
Icon Advisers
Colorado
$2.58M

Top Sellers

1
NWM
1
Nicola Wealth Management
British Columbia, Canada
$0
2
UBS Group
2
UBS Group
Switzerland
$5.48M
3
CCM
3
Callodine Capital Management
Massachusetts
$2.87M
4
RA
4
Royce & Associates
New York
$0
5
Two Sigma Investments
5
Two Sigma Investments
New York
$5.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
151
Bouchey Financial Group
New York
$98.3K – – –
ET
152
Entropy Technologies
New York
$97.6K +$97.6K +10,201 New
Nomura Asset Management
153
Nomura Asset Management
Japan
$97.1K +$71.3K +7,448 +276%
S
154
SignatureFD
Georgia
$95.9K -$4.56K -476 -5%
NFSG
155
Newbridge Financial Services Group
Florida
$82.3K – – –
AG
156
AmeriFlex Group
Nevada
$80.1K +$80.1K +7,918 New
CIA
157
Cape Investment Advisory
Georgia
$75.7K -$15.6K -1,628 -17%
AWM
158
Avior Wealth Management
Nebraska
$64.4K – – –
LFG
159
Larson Financial Group
Missouri
$62K +$412 +43 +0.7%
QCG
160
Quadrant Capital Group
Ohio
$57K – – –
Citigroup
161
Citigroup
New York
$49.2K +$10.9K +1,138 +28%
PA
162
Pineridge Advisors
Missouri
$48.8K -$10K -1,047 -17%
MG
163
Mather Group
Illinois
$47.6K – – –
NWM
164
Nova Wealth Management
Florida
$43.5K +$43.5K +4,550 New
Northwestern Mutual Wealth Management
165
Northwestern Mutual Wealth Management
Wisconsin
$40.9K +$1.03K +108 +3%
CIBC Private Wealth Group
166
CIBC Private Wealth Group
Georgia
$40.5K – – –
CFGS
167
Concourse Financial Group Securities
Alabama
$38.3K – – –
CAS
168
Coppell Advisory Solutions
Texas
$35K -$14K -1,468 -29%
MCM
169
MAI Capital Management
Ohio
$30.5K +$30.5K +3,188 New
TAM
170
Tucker Asset Management
Colorado
$29.9K – – –
BCWM
171
Bartlett & Co Wealth Management
Ohio
$28.7K – – –
CLG
172
Cooperman Leon G
$25.3K – – –
LDB
173
Lee, Danner & Bass
Tennessee
$24.9K +$24.9K +2,606 New
HCM
174
Hollencrest Capital Management
California
$23.6K +$613 +64 +3%
NA
175
NewEdge Advisors
Louisiana
$21K – – –
5 6
7
8 9