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Barings BDC
BBDC

Overview Fund Activity

217 hedge funds and large institutions have $422M invested in Barings BDC in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 71 increasing their positions, 68 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
-4
Holders Change %
-1.81%
% of All Funds
3.47%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
25
Increased
71
Reduced
68
Closed
25
Calls
$104K
Puts
$607K
Net Calls
-$503K
Net Calls Change
-$533K

Top Buyers

1
PMG
Private Management Group
California
$18.7M
2
Millennium Management
Millennium Management
New York
$6.92M
3
BI
Bulldog Investors
New Jersey
$3.96M
4
GA
GraniteShares Advisors
New York
$1.38M
5
CS
Credit Suisse
Switzerland
$1.22M

Top Sellers

1
PAIM
Punch & Associates Investment Management
Minnesota
$12.5M
2
C
Cliffwater
California
$10.1M
3
AM
Ares Management
California
$34.8M
4
CAM
Concorde Asset Management
Michigan
$0
5
BlackRock
BlackRock
New York
$4.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
176
Simplex Trading
Illinois
$44K +$44K +5,622 New
Northwestern Mutual Wealth Management
177
Northwestern Mutual Wealth Management
Wisconsin
$40K – – –
ASN
178
Advisory Services Network
Georgia
$36.4K +$21.3K +2,682 +141%
SCA
179
Stonebridge Capital Advisors
Minnesota
$32.6K – – –
CFGS
180
Concourse Financial Group Securities
Alabama
$30.8K – – –
TWA
181
TCI Wealth Advisors
Arizona
$29.6K – – –
PA
182
Parallel Advisors
California
$27.2K -$7.52K -947 -22%
NA
183
NewEdge Advisors
Louisiana
$25.4K +$3.57K +450 +16%
PTC
184
Private Trust Company
Ohio
$23.1K – – –
MFT
185
Moisand Fitzgerald Tamayo
Florida
$21.5K – – –
CLG
186
Cooperman Leon G
$21K – – –
HGERS
187
Householder Group Estate & Retirement Specialist
Arizona
$18K +$572 +74 +3%
CIA
188
Cape Investment Advisory
Georgia
$17.7K +$17.7K +2,229 New
CFB
189
Cullen/Frost Bankers
Texas
$17.4K – – –
HCM
190
Hollencrest Capital Management
California
$16.2K +$516 +65 +3%
CSC
191
Caldwell Sutter Capital
California
$15.5K – – –
KFP
192
KB Financial Partners
New Jersey
$14K – – –
PB
193
Pinnacle Bancorp
Nebraska
$13.2K – – –
AssetMark Inc
194
AssetMark Inc
California
$13.1K – – –
US Bancorp
195
US Bancorp
Minnesota
$13K +$11.3K +1,418 +642%
TFGT
196
TS Financial Group (TSFG)
Illinois
$13K – – –
UB
197
UMB Bank
Missouri
$12.9K – – –
LC
198
Lindbrook Capital
California
$10.2K +$1.71K +215 +20%
AWM
199
Accel Wealth Management
Iowa
$9.28K – – –
CNBTD
200
Citizens National Bank Trust Department
Mississippi
$9.04K – – –
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