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Barings BDC
BBDC

Overview Fund Activity

197 hedge funds and large institutions have $882M invested in Barings BDC in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 67 increasing their positions, 54 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
-1
Holders Change %
-0.51%
% of All Funds
2.62%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
67
Reduced
54
Closed
25
Calls
$718K
Puts
$66K
Net Calls
+$652K
Net Calls Change
-$388K

Top Buyers

1
CAM
1
Cresset Asset Management
Illinois
$16.5M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$451M
3
Wells Fargo
3
Wells Fargo
California
$6.75M
4
FGC
4
Financial Gravity Companies
Texas
$2.9M
5
IA
5
Icon Advisers
Colorado
$2.58M

Top Sellers

1
NWM
1
Nicola Wealth Management
British Columbia, Canada
$0
2
UBS Group
2
UBS Group
Switzerland
$5.48M
3
CCM
3
Callodine Capital Management
Massachusetts
$2.87M
4
RA
4
Royce & Associates
New York
$0
5
Two Sigma Investments
5
Two Sigma Investments
New York
$5.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSC
176
Caldwell Sutter Capital
California
$18.7K – – –
DRP
177
Decker Retirement Planning
Utah
$16.1K +$16.1K +1,681 New
TRCT
178
Tower Research Capital (TRC)
New York
$13.7K -$17.7K -1,849 -56%
PA
179
Parallel Advisors
California
$13.2K -$10.1K -1,057 -43%
PTC
180
Private Trust Company
Ohio
$11.1K – – –
FCMT
181
Founders Capital Management (Texas)
Texas
$9.37K – – –
CNBTD
182
Citizens National Bank Trust Department
Mississippi
$8.99K -$1.91K -200 -18%
HI
183
Harbour Investments
Wisconsin
$8.95K -$13.1K -1,365 -59%
LC
184
Lindbrook Capital
California
$8.35K -$10 -1 -0.1%
NSIM
185
North Star Investment Management
Illinois
$6.13K – – –
CA
186
Crewe Advisors
Utah
$6.03K – – –
SC
187
Swan Capital
Florida
$5.77K – – –
BTI
188
Blue Trust Inc
Georgia
$5.24K – – –
BWL
189
Bogart Wealth LLC
Virginia
$4.22K +$1.54K +161 +58%
US Bancorp
190
US Bancorp
Minnesota
$2.22K – – –
CWM
191
Compass Wealth Management
Connecticut
$1.91K +$1.91K +200 New
SAM
192
Smartleaf Asset Management
Massachusetts
$1.54K – – –
Fidelity Investments
193
Fidelity Investments
Massachusetts
$823 – – –
SS
194
SBI Securities
Japan
$641 +$641 +67 New
SIC
195
Salem Investment Counselors
North Carolina
$383 +$383 +40 New
HNB
196
Huntington National Bank
Ohio
$10 – – –
NWM
197
Nicola Wealth Management
British Columbia, Canada
– -$8.14M -614,000 Closed
RA
198
Royce & Associates
New York
– -$2.11M -215,300 Closed
DM
199
Deerfield Management
New York
– -$1M -102,058 Closed
PP
200
Paloma Partners
Connecticut
– -$327K -33,354 Closed
5 6 7
8
9