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Barings BDC
BBDC

Overview Fund Activity

198 hedge funds and large institutions have $434M invested in Barings BDC in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 57 increasing their positions, 61 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+7
Holders Change %
+3.66%
% of All Funds
2.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
57
Reduced
61
Closed
18
Calls
$1.24M
Puts
$196K
Net Calls
+$1.04M
Net Calls Change
+$173K

Top Buyers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$10.5M
2
HCA
Harbor Capital Advisors
Illinois
$7.26M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$10.9M
4
DA
Denali Advisors
California
$1.51M
5
Marshall Wace
Marshall Wace
United Kingdom
$1.28M

Top Sellers

1
CCM
Callodine Capital Management
Massachusetts
$5.42M
2
AM
Ares Management
California
$35.3M
3
Two Sigma Advisers
Two Sigma Advisers
New York
$9.83M
4
UBS Group
UBS Group
Switzerland
$8.2M
5
Two Sigma Investments
Two Sigma Investments
New York
$7.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
176
Parallel Advisors
California
$23.9K -$2.23K -227 -9%
HCM
177
Hollencrest Capital Management
California
$23.6K +$608 +62 +3%
HI
178
Harbour Investments
Wisconsin
$22.5K -$4.71K -481 -17%
NA
179
NewEdge Advisors
Louisiana
$21.5K – – –
CSC
180
Caldwell Sutter Capital
California
$19.2K – – –
PTC
181
Private Trust Company
Ohio
$11.4K – – –
CNBTD
182
Citizens National Bank Trust Department
Mississippi
$11.2K – – –
FCMT
183
Founders Capital Management (Texas)
Texas
$9.59K – – –
LC
184
Lindbrook Capital
California
$8.56K -$1.21K -123 -12%
NSIM
185
North Star Investment Management
Illinois
$6.27K – – –
CA
186
Crewe Advisors
Utah
$6.17K -$37.3K -3,801 -86%
SC
187
Swan Capital
Florida
$5.91K – – –
BTI
188
Blue Trust Inc
Georgia
$5.32K – – –
QT
189
Quantbot Technologies
New York
$5.29K +$5.29K +540 New
BWL
190
Bogart Wealth LLC
Virginia
$2.74K +$2.74K +280 New
TIM
191
Thompson Investment Management
Wisconsin
$2.72K – – –
US Bancorp
192
US Bancorp
Minnesota
$2.27K -$402 -41 -15%
JIP
193
Jaffetilchin Investment Partners
Florida
$1.96K +$1.96K +200 New
IAIM
194
International Assets Investment Management
Florida
$1.7K +$1.7K +16,660 New
SAM
195
Smartleaf Asset Management
Massachusetts
$1.6K – – –
Fidelity Investments
196
Fidelity Investments
Massachusetts
$843 +$833 +85 +8,500%
AssetMark Inc
197
AssetMark Inc
California
$49 +$49 +5 New
HNB
198
Huntington National Bank
Ohio
$10 -$92.3K -9,232 -100%
YIH
199
Y-Intercept (HK)
Hong Kong
– -$434K -44,617 Closed
AWM
200
AE Wealth Management
Kansas
– -$371K -38,113 Closed
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