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Barings BDC
BBDC

Overview Fund Activity

201 hedge funds and large institutions have $446M invested in Barings BDC in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 66 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
-2
Holders Change %
-0.99%
% of All Funds
2.91%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
29
Increased
57
Reduced
66
Closed
27
Calls
$1.5M
Puts
$367K
Net Calls
+$1.14M
Net Calls Change
+$286K

Top Buyers

1
GAA
1
Global Assets Advisory
Florida
$6.04M
2
LA
2
LM Advisors
California
$2.65M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$9.37M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$7.81M
5
VanEck Associates
5
VanEck Associates
New York
$16.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.2M
2
Wells Fargo
2
Wells Fargo
California
$8.21M
3
PAIM
3
Punch & Associates Investment Management
Minnesota
$11.7M
4
FGAM
4
Financial Gravity Asset Management
Texas
$184K
5
AM
5
Ares Management
California
$38.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
176
Mather Group
Illinois
$42.7K +$42.7K +4,976 New
CFGS
177
Concourse Financial Group Securities
Alabama
$36.1K – – –
HI
178
Harbour Investments
Wisconsin
$28K – – –
BCWM
179
Bartlett & Co Wealth Management
Ohio
$27.9K -$18.6K -2,000 -40%
CFD
180
Creative Financial Designs
Indiana
$26.7K +$279 +30 +1%
TSWM
181
Tyler-Stone Wealth Management
Ohio
$26.5K -$7.91K -850 -23%
PA
182
Parallel Advisors
California
$26.1K -$4.14K -445 -14%
CLG
183
Cooperman Leon G
$24.6K – – –
Simplex Trading
184
Simplex Trading
Illinois
$24K -$31.8K -3,542 -57%
HCM
185
Hollencrest Capital Management
California
$21.2K +$567 +61 +3%
CIBC Private Wealth Group
186
CIBC Private Wealth Group
Georgia
$21.2K +$21.2K +2,300 New
NA
187
NewEdge Advisors
Louisiana
$20.4K -$10.8K -1,156 -35%
TSMHT
188
Thurston Springer Miller Herd & Titak
Indiana
$18.6K +$18.6K +2,000 New
CSC
189
Caldwell Sutter Capital
California
$18.2K – – –
PTC
190
Private Trust Company
Ohio
$10.8K – – –
LC
191
Lindbrook Capital
California
$10.8K +$1.22K +131 +13%
CNBTD
192
Citizens National Bank Trust Department
Mississippi
$10.6K – – –
GI
193
Gradient Investments
Minnesota
$10.4K -$95.4K -10,263 -90%
FCMT
194
Founders Capital Management (Texas)
Texas
$9.11K – – –
NSIM
195
North Star Investment Management
Illinois
$5.95K – – –
BTI
196
Blue Trust Inc
Georgia
$5.09K – – –
JPMorgan Chase & Co
197
JPMorgan Chase & Co
New York
$4.86K – – –
Group One Trading
198
Group One Trading
Illinois
$3.99K +$2.13K +229 +115%
TIM
199
Thompson Investment Management
Wisconsin
$2.59K – – –
US Bancorp
200
US Bancorp
Minnesota
$2.54K -$1.57K -169 -38%
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8
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