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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$5.2M
2
Wells Fargo
Wells Fargo
California
$8.21M
3
PAIM
Punch & Associates Investment Management
Minnesota
$11.7M
4
FGAM
Financial Gravity Asset Management
Texas
$184K
5
AM
Ares Management
California
$38.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
201
Huntington National Bank
Ohio
$1.12K +$1.11K +119 +11,900%
PFMU
202
Privium Fund Management (UK)
United Kingdom
– -$1.53M -174,400 Closed
Goldman Sachs
203
Goldman Sachs
New York
– -$1.02M -119,352 Closed
AWM
204
AE Wealth Management
Kansas
– -$1.09M -119,261 Closed
AGM
205
Alpine Global Management
New York
– -$987K -115,000 Closed
WG
206
Winton Group
United Kingdom
– -$504K -58,788 Closed
CAPTRUST Financial Advisors
207
CAPTRUST Financial Advisors
North Carolina
– -$418K -48,719 Closed
CPIG
208
Chicago Partners Investment Group
Illinois
– -$292K -32,425 Closed
Mercer Global Advisors
209
Mercer Global Advisors
Colorado
– -$203K -23,650 Closed
BHCM
210
Brevan Howard Capital Management
Jersey
– -$182K -21,177 Closed
KWA
211
Kingswood Wealth Advisors
California
– -$161K -18,720 Closed
RFS
212
Retirement Financial Solutions
Tennessee
– -$151K -17,548 Closed
D.E. Shaw & Co
213
D.E. Shaw & Co
New York
– -$148K -17,288 Closed
CP
214
Camelot Portfolios
Ohio
– -$118K -13,773 Closed
FHA
215
Flagship Harbor Advisors
Massachusetts
– -$117K -13,657 Closed
AA
216
Advisory Alpha
Michigan
– -$103K -11,962 Closed
SG
217
StoneX Group
New York
– -$102K -11,833 Closed
SSA
218
Schonfeld Strategic Advisors
New York
– -$101K -11,800 Closed
CIAS
219
Capital Investment Advisory Services
North Carolina
– -$91.5K -10,670 Closed
Pathstone Holdings
220
Pathstone Holdings
New Jersey
– -$90.4K -10,531 Closed
MCC
221
Money Concepts Capital
Florida
– -$85.8K -10,000 Closed
ASN
222
Advisory Services Network
Georgia
– -$66.6K -7,758 Closed
TFGT
223
TS Financial Group (TSFG)
Illinois
– -$14K -1,686 Closed
FGA
224
Fortis Group Advisors
New Jersey
– -$12.4K -1,444 Closed
National Bank of Canada
225
National Bank of Canada
Quebec, Canada
– -$8.77K -1,000 Closed
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