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Barings BDC
BBDC

Overview Fund Activity

191 hedge funds and large institutions have $427M invested in Barings BDC in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 63 increasing their positions, 55 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
-10
Holders Change %
-4.98%
% of All Funds
2.78%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
26
Increased
63
Reduced
55
Closed
31
Calls
$1.11M
Puts
$242K
Net Calls
+$867K
Net Calls Change
-$270K

Top Buyers

1
Two Sigma Advisers
1
Two Sigma Advisers
New York
$12.6M
2
VanEck Associates
2
VanEck Associates
New York
$20.8M
3
Franklin Resources
3
Franklin Resources
California
$2.26M
4
HCA
4
Harbor Capital Advisors
Illinois
$2.9M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$8.17M

Top Sellers

1
RVPG
1
Relative Value Partners Group
$0
2
CCM
2
Callodine Capital Management
Massachusetts
$9.5M
3
GAA
3
Global Assets Advisory
Florida
$0
4
Wells Fargo
4
Wells Fargo
California
$4.12M
5
BI
5
Bulldog Investors
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RWMG
176
Redwood Wealth Management Group
New Jersey
$14K +$14K +1,442 New
PTC
177
Private Trust Company
Ohio
$11.3K – – –
CNBTD
178
Citizens National Bank Trust Department
Mississippi
$11.1K – – –
GI
179
Gradient Investments
Minnesota
$10.9K – – –
LC
180
Lindbrook Capital
California
$9.69K -$1.59K -163 -14%
FCMT
181
Founders Capital Management (Texas)
Texas
$9.53K – – –
TRCT
182
Tower Research Capital (TRC)
New York
$9.23K +$9.23K +949 New
NSIM
183
North Star Investment Management
Illinois
$6.23K – – –
SC
184
Swan Capital
Florida
$5.87K +$5.87K +603 New
JPMorgan Chase & Co
185
JPMorgan Chase & Co
New York
$5.09K – – –
BTI
186
Blue Trust Inc
Georgia
$5.09K – – –
PNC Financial Services Group
187
PNC Financial Services Group
Pennsylvania
$3.82K +$3.82K +393 New
TIM
188
Thompson Investment Management
Wisconsin
$2.71K – – –
US Bancorp
189
US Bancorp
Minnesota
$2.66K – – –
SAM
190
Smartleaf Asset Management
Massachusetts
$1.57K +$1.57K +162 New
Fidelity Investments
191
Fidelity Investments
Massachusetts
$10 +$10 +1 New
RVPG
192
Relative Value Partners Group
– -$12.3M -1,365,433 Closed
BI
193
Bulldog Investors
New Jersey
– -$2.85M -306,451 Closed
PIWA
194
Prevail Innovative Wealth Advisors
Kansas
– -$2.82M -303,004 Closed
CCM
195
Condor Capital Management
New Jersey
– -$2.41M -258,639 Closed
LA
196
LM Advisors
California
– -$2.65M -126,542 Closed
JF
197
Jump Financial
Illinois
– -$964K -103,613 Closed
MML Investors Services
198
MML Investors Services
Massachusetts
– -$709K -76,198 Closed
Citadel Advisors
199
Citadel Advisors
Florida
– -$578K -62,199 Closed
GAA
200
Global Assets Advisory
Florida
– -$6.04M -55,777 Closed
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