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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 %
FWM
201
Focused Wealth Management
New York
$60 – – –
HNB
202
Huntington National Bank
Ohio
$9 – – –
Fidelity Investments
203
Fidelity Investments
Massachusetts
$9 – – –
RCM
204
Rivernorth Capital Management
Florida
– -$5.01M -562,085 Closed
Millennium Management
205
Millennium Management
New York
– -$3.15M -353,668 Closed
GA
206
GraniteShares Advisors
New York
– -$1.59M -178,541 Closed
PI
207
Putnam Investments
Massachusetts
– -$1.04M -117,146 Closed
RP
208
Riverbridge Partners
Minnesota
– -$988K -110,896 Closed
ECM
209
ExodusPoint Capital Management
New York
– -$363K -40,770 Closed
AR
210
Advisory Research
Illinois
– -$283K -31,720 Closed
TI
211
Trexquant Investment
Connecticut
– -$259K -29,064 Closed
DC
212
Davenport & Co
Virginia
– -$223K -25,014 Closed
SG Americas Securities
213
SG Americas Securities
New York
– -$183K -20,491 Closed
Citadel Advisors
214
Citadel Advisors
Florida
– -$137K -15,388 Closed
Truist Financial
215
Truist Financial
North Carolina
– -$111K -12,443 Closed
JSL
216
JT Stratford LLC
Georgia
– -$107K -11,954 Closed
DTL
217
Dynamic Technology Lab
Singapore
– -$106K -11,858 Closed
AC
218
Almitas Capital
California
– -$105K -11,747 Closed
SPC
219
Sigma Planning Corp
Michigan
– -$103K -11,523 Closed
RA
220
RFG Advisory
Alabama
– -$102K -11,406 Closed
Allianz Asset Management
221
Allianz Asset Management
Germany
– -$96.4K -10,814 Closed
Jane Street
222
Jane Street
New York
– -$93.4K -10,484 Closed
SIA
223
Soltis Investment Advisors
Utah
– -$92.4K -10,371 Closed
OHWP
224
Oak Harbor Wealth Partners
North Carolina
– -$92K -10,328 Closed
OLVIG
225
Oliver Lagore Vanvalin Investment Group
Michigan
– -$42.4K -4,760 Closed
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