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Barings BDC
BBDC

Overview Fund Activity

203 hedge funds and large institutions have $414M invested in Barings BDC in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 68 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
-6
Holders Change %
-2.87%
% of All Funds
2.98%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
29
Increased
60
Reduced
68
Closed
32
Calls
$1.42M
Puts
$567K
Net Calls
+$851K
Net Calls Change
-$101K

Top Buyers

1
Invesco
1
Invesco
Georgia
$8.41M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.51M
3
PFMU
3
Privium Fund Management (UK)
United Kingdom
$1.53M
4
VanEck Associates
4
VanEck Associates
New York
$14.5M
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$4.41M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
UBS Group
2
UBS Group
Switzerland
$9.5M
3
Millennium Management
3
Millennium Management
New York
$0
4
CCM
4
Callodine Capital Management
Massachusetts
$18.3M
5
Bank of America
5
Bank of America
North Carolina
$4.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
EC
176
EntryPoint Capital
New York
$35.5K +$35.5K +4,136 New
CFGS
177
Concourse Financial Group Securities
Alabama
$33.3K – – –
TSWM
178
Tyler-Stone Wealth Management
Ohio
$31.8K -$1.03K -120 -3%
NA
179
NewEdge Advisors
Louisiana
$28.7K +$283 +33 +1%
PA
180
Parallel Advisors
California
$27.9K -$12.2K -1,423 -30%
HI
181
Harbour Investments
Wisconsin
$25.9K – – –
CFD
182
Creative Financial Designs
Indiana
$24.3K +$266 +31 +1%
CLG
183
Cooperman Leon G
$22.7K – – –
HCM
184
Hollencrest Capital Management
California
$19.1K +$549 +64 +3%
CSC
185
Caldwell Sutter Capital
California
$16.8K – – –
TFGT
186
TS Financial Group (TSFG)
Illinois
$14K – – –
FGA
187
Fortis Group Advisors
New Jersey
$12.4K +$6.2K +722 +100%
PTC
188
Private Trust Company
Ohio
$9.98K – – –
CNBTD
189
Citizens National Bank Trust Department
Mississippi
$9.77K – – –
LC
190
Lindbrook Capital
California
$8.82K +$952 +111 +12%
National Bank of Canada
191
National Bank of Canada
Quebec, Canada
$8.77K – – –
FCMT
192
Founders Capital Management (Texas)
Texas
$8.4K – – –
BWM
193
Baystate Wealth Management
Massachusetts
$7.07K +$7.07K +823 New
NSIM
194
North Star Investment Management
Illinois
$5.49K – – –
BTI
195
Blue Trust Inc
Georgia
$5K – – –
JPMorgan Chase & Co
196
JPMorgan Chase & Co
New York
$4.49K +$4.49K +523 New
US Bancorp
197
US Bancorp
Minnesota
$3.79K -$8.43K -983 -69%
TIM
198
Thompson Investment Management
Wisconsin
$2.39K – – –
Group One Trading
199
Group One Trading
Illinois
$1.72K – – –
IPW
200
Impact Partnership Wealth
Georgia
$1.52K +$1.52K +177 New
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8
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