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Barings BDC
BBDC

Overview Fund Activity

221 hedge funds and large institutions have $684M invested in Barings BDC in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 59 increasing their positions, 78 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+17
Holders Change %
+8.33%
% of All Funds
3.57%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
40
Increased
59
Reduced
78
Closed
19
Calls
$33K
Puts
$3K
Net Calls
+$30K
Net Calls Change
+$46K

Top Buyers

1
CAM
1
Concorde Asset Management
Michigan
$2.42M
2
RCM
2
Rivernorth Capital Management
Florida
$38.4M
3
BAMF
3
BI Asset Management Fondsmaeglerselskab
Denmark
$881K
4
Millennium Management
4
Millennium Management
New York
$4.6M
5
PMG
5
Private Management Group
California
$10M

Top Sellers

1
ZCA
1
Zeke Capital Advisors
Pennsylvania
$0
2
ClearBridge Investments
2
ClearBridge Investments
New York
$3.12M
3
CCM
3
Callodine Capital Management
Massachusetts
$18M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$546K
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
176
Stonebridge Capital Advisors
Minnesota
$33.4K -$12K -1,474 -26%
HH
177
HWG Holdings
Texas
$33K -$24.2K -3,000 -42%
CFGS
178
Concourse Financial Group Securities
Alabama
$31.6K -$4.65K -571 -13%
TWA
179
TCI Wealth Advisors
Arizona
$30.4K – – –
SWM
180
Spire Wealth Management
Virginia
$27K +$7.54K +919 +39%
S
181
SignatureFD
Georgia
$26K -$43.7K -5,363 -63%
PTC
182
Private Trust Company
Ohio
$24K – – –
TSWM
183
Tyler-Stone Wealth Management
Ohio
$23K -$143K -17,679 -86%
AWM
184
Accurate Wealth Management
Florida
$22.3K +$22.3K +2,591 New
MFT
185
Moisand Fitzgerald Tamayo
Florida
$22.1K – – –
CLG
186
Cooperman Leon G
$21.5K – – –
Fidelity Investments
187
Fidelity Investments
Massachusetts
$21.4K +$21.4K +2,625 New
QCG
188
Quadrant Capital Group
Ohio
$20.3K +$7.87K +965 +63%
HGERS
189
Householder Group Estate & Retirement Specialist
Arizona
$18K +$479 +60 +3%
CFB
190
Cullen/Frost Bankers
Texas
$17.9K – – –
HCM
191
Hollencrest Capital Management
California
$16.1K +$16.1K +1,970 New
CSC
192
Caldwell Sutter Capital
California
$16K +$16K +1,958 New
ASN
193
Advisory Services Network
Georgia
$15.5K +$15.5K +1,904 New
PWS
194
Paragon Wealth Strategies
Florida
$15.1K +$407 +50 +3%
TFGT
195
TS Financial Group (TSFG)
Illinois
$14K -$8.98K -1,081 -39%
KFP
196
KB Financial Partners
New Jersey
$14K – – –
PB
197
Pinnacle Bancorp
Nebraska
$14K – – –
AssetMark Inc
198
AssetMark Inc
California
$13.5K +$13.5K +1,652 New
UB
199
UMB Bank
Missouri
$13K – – –
MCC
200
Money Concepts Capital
Florida
$12K +$12K +1,468 New
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8
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