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Barings BDC
BBDC

Overview Fund Activity

210 hedge funds and large institutions have $405M invested in Barings BDC in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 71 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
-7
Holders Change %
-3.23%
% of All Funds
3.31%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
24
Increased
58
Reduced
71
Closed
29
Calls
$20K
Puts
$176K
Net Calls
-$156K
Net Calls Change
+$347K

Top Buyers

1
PMG
1
Private Management Group
California
$23.2M
2
AC
2
Almitas Capital
California
$5.07M
3
CCM
3
Callodine Capital Management
Massachusetts
$19.4M
4
Bank of America
4
Bank of America
North Carolina
$4.54M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$3.75M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$28.2M
2
Millennium Management
2
Millennium Management
New York
$2.42M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$0
4
Wells Fargo
4
Wells Fargo
California
$10.1M
5
C
5
Cliffwater
California
$7.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
176
Concourse Financial Group Securities
Alabama
$30.4K – – –
TSWM
177
Tyler-Stone Wealth Management
Ohio
$30K +$30K +3,823 New
NA
178
NewEdge Advisors
Louisiana
$25K – – –
HI
179
Harbour Investments
Wisconsin
$23.6K -$40.1K -5,110 -63%
MFT
180
Moisand Fitzgerald Tamayo
Florida
$21.3K – – –
CLG
181
Cooperman Leon G
$20.7K – – –
CIA
182
Cape Investment Advisory
Georgia
$18K +$549 +70 +3%
Simplex Trading
183
Simplex Trading
Illinois
$18K -$25.5K -3,298 -59%
CFB
184
Cullen/Frost Bankers
Texas
$17.2K – – –
HCM
185
Hollencrest Capital Management
California
$16.5K +$502 +64 +3%
PTC
186
Private Trust Company
Ohio
$16K -$6.88K -877 -30%
CSC
187
Caldwell Sutter Capital
California
$15.4K – – –
KFP
188
KB Financial Partners
New Jersey
$14K – – –
LC
189
Lindbrook Capital
California
$13.5K +$3.43K +437 +34%
PB
190
Pinnacle Bancorp
Nebraska
$13.1K – – –
TFGT
191
TS Financial Group (TSFG)
Illinois
$13K – – –
AssetMark Inc
192
AssetMark Inc
California
$10.4K -$2.56K -327 -20%
CNBTD
193
Citizens National Bank Trust Department
Mississippi
$8.93K – – –
National Bank of Canada
194
National Bank of Canada
Quebec, Canada
$7.82K – – –
CAS
195
Coppell Advisory Solutions
Texas
$7.82K +$7.82K +993 New
FCMT
196
Founders Capital Management (Texas)
Texas
$7.68K – – –
CSPIA
197
Cary Street Partners Investment Advisory
Virginia
$5.88K +$5.88K +750 New
Nomura Asset Management
198
Nomura Asset Management
Japan
$5.57K -$2.92K -372 -34%
Citigroup
199
Citigroup
New York
$5.53K – – –
US Bancorp
200
US Bancorp
Minnesota
$5.2K -$7.65K -976 -60%
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8
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