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Barings BDC

91 hedge funds and large institutions have $193M invested in Barings BDC in 2015 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 26

14% more capital invested

Capital invested by funds: $169M → $193M (+$23.8M)

0.11% more ownership

Funds ownership: 23.79%23.91% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

16% less funds holding

Funds holding: 10891 (-17)

43% less call options, than puts

Call options by funds: $371K | Put options by funds: $646K

53% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 30

Holders
91
Holders Change
-17
Holders Change %
-15.74%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
34
Reduced
26
Closed
30
Calls
$371K
Puts
$646K
Net Calls
-$275K
Net Calls Change
+$168K
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
1
Edge Asset Management
Washington
$16.2M +$5.96M +266,803 +60%
Invesco
2
Invesco
Georgia
$15M -$3.72M -166,838 -20%
UBS Group
3
UBS Group
Switzerland
$14.8M +$618K +27,666 +4%
BTS
4
BB&T Securities
Virginia
$13.6M +$34.6K +1,551 +3%
Wells Fargo
5
Wells Fargo
California
$13.1M +$4.78M +214,098 +60%
MGAM
6
McGowan Group Asset Management
Texas
$10.2M +$1.07M +47,920 +12%
YMRC
7
Yorktown Management & Research Company
Virginia
$9.71M +$3.48M +155,800 +58%
CIM
8
Confluence Investment Management
Missouri
$8.33M +$18.1K +812 +0.2%
RJA
9
Raymond James & Associates
Florida
$6.81M +$463K +20,754 +7%
CLM
10
ClearBridge LLC (Maryland)
Maryland
$6.36M +$893K +39,988 +17%
GIM
11
Greenwich Investment Management
Connecticut
$5.17M -$650K -29,098 -11%
Morgan Stanley
12
Morgan Stanley
New York
$4.34M +$2.99M +134,095 +238%
MC
13
Muzinich & Co
New York
$4.18M +$816K +36,539 +25%
BG
14
BlackRock Group
United Kingdom
$3.95M +$757K +33,910 +24%
MVP
15
Miller Value Partners
Florida
$3.91M
Grantham, Mayo, Van Otterloo & Co (GMO)
16
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.47M +$2.89M +129,645 +576%
MHI
17
Miller Howard Investments
New York
$2.72M +$270K +12,094 +11%
SLG
18
Stanley-Laman Group
Pennsylvania
$2.67M +$276K +12,342 +12%
VanEck Associates
19
VanEck Associates
New York
$2.65M -$38.9K -1,743 -1%
DG
20
Davidson & Garrard
Virginia
$2.48M -$124K -5,539 -5%
VFS
21
VSR Financial Services
Kansas
$2.35M +$366K +16,400 +19%
Stifel Financial
22
Stifel Financial
Missouri
$2.29M +$212K +9,510 +10%
LSV Asset Management
23
LSV Asset Management
Illinois
$2.13M
BCM
24
Buckhead Capital Management
Georgia
$2.13M +$1.08M +48,273 +107%
GC
25
Guggenheim Capital
Illinois
$2.05M +$326K +14,606 +19%

BBDC Hedge Fund Activity: Q1 2015 in Review

91 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Barings BDC (BBDC) for Q1 2015, worth a combined $193M — up 14% from $169M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of BBDC and 14 opened new positions — a net loss of 16 holders — while 26 trimmed existing stakes and 34 added.

The largest buyer was Edge Asset Management, adding an estimated $5.96M. The largest seller was Principal Financial Group, exiting entirely with an estimated $4.32M sold.

  • 91 institutional investors held Barings BDC (BBDC) as of Q1 2015, down from 108 in Q4 2014.
  • Funds reported $193M of Barings BDC stock for Q1 2015, up 14% quarter-over-quarter.
  • 14 funds opened new Barings BDC positions in Q1 2015 and 30 closed out, a net change of -16 holders.
  • The largest Barings BDC buyer in Q1 2015 was Edge Asset Management, an estimated $5.96M added.
  • The largest Barings BDC seller in Q1 2015 was Principal Financial Group, an estimated $4.32M sold.

Based on aggregated 13F filings for Q1 2015.