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Barings BDC
BBDC

Overview Fund Activity

210 hedge funds and large institutions have $426M invested in Barings BDC in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 71 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+13
Holders Change %
+6.6%
% of All Funds
2.85%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
36
Increased
71
Reduced
56
Closed
18
Calls
$1.7M
Puts
$1.69M
Net Calls
+$19K
Net Calls Change
-$633K

Top Buyers

1
Two Sigma Advisers
Two Sigma Advisers
New York
+$4.35M
2
UBS Group
UBS Group
Switzerland
+$2.66M
3
Franklin Resources
Franklin Resources
California
+$2.61M
4
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$2.54M
5
CAM
Cresset Asset Management
Illinois
+$2.21M

Top Sellers

1
PAIM
Punch & Associates Investment Management
Minnesota
-$11.6M
2
HCA
Harbor Capital Advisors
Illinois
-$7.24M
3
Raymond James Financial
Raymond James Financial
Florida
-$5.78M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.84M
5
VanEck Associates
VanEck Associates
New York
-$1.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
JHCP
151
Jackson Hole Capital Partners
Oklahoma
$115K – – –
SFS
152
Sowell Financial Services
Arkansas
$114K +$114K +11,899 New
Citigroup
153
Citigroup
New York
$112K +$63.1K +6,611 +129%
SWM
154
Spire Wealth Management
Virginia
$111K – – –
OIA
155
OneDigital Investment Advisors
Kansas
$108K – – –
CIM
156
Cambria Investment Management
California
$108K -$165K -17,300 -61%
EWA
157
ERTS Wealth Advisors
Michigan
$107K -$234K -24,514 -69%
Goldman Sachs
158
Goldman Sachs
New York
$106K +$106K +11,083 New
AA
159
Advisory Alpha
Michigan
$103K +$2.23K +234 +2%
Lazard Asset Management
160
Lazard Asset Management
New York
$102K -$352K -37,202 -78%
Mercer Global Advisors
161
Mercer Global Advisors
Colorado
$102K +$102K +10,647 New
MWM
162
Mindset Wealth Management
Indiana
$100K -$148K -15,500 -60%
BFG
163
Bouchey Financial Group
New York
$98K – – –
EAM
164
Empirical Asset Management
Massachusetts
$96.3K +$96.3K +10,096 New
BAM
165
BOS Asset Management
Illinois
$95.8K +$95.8K +10,045 New
S
166
SignatureFD
Georgia
$95.2K -$429 -45 -0.4%
NFSG
167
Newbridge Financial Services Group
Florida
$94K +$11.9K +1,247 +14%
Simplex Trading
168
Simplex Trading
Illinois
$85K +$85K +9,008 New
AG
169
AmeriFlex Group
Nevada
$78.3K +$2.8K +293 +4%
CIA
170
Cape Investment Advisory
Georgia
$73.9K -$1.63K -171 -2%
LFG
171
Larson Financial Group
Missouri
$62.2K +$439 +46 +0.7%
QCG
172
Quadrant Capital Group
Ohio
$54.9K -$1.89K -198 -3%
PA
173
Pineridge Advisors
Missouri
$48.6K – – –
MG
174
Mather Group
Illinois
$47.5K – – –
NWM
175
Nova Wealth Management
Florida
$43.4K – – –
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