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Barings BDC

104 hedge funds and large institutions have $206M invested in Barings BDC in 2016 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,118% more call options, than puts

Call options by funds: $3.89M | Put options by funds: $319K

123% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 22

32% more capital invested

Capital invested by funds: $155M → $206M (+$50.2M)

2.42% more ownership

Funds ownership: 23.85%26.27% (+2.4%)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

2% less funds holding

Funds holding: 106104 (-2)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
104
Holders Change
-2
Holders Change %
-1.89%
% of All Funds
2.77%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
11
Increased
49
Reduced
22
Closed
11
Calls
$3.89M
Puts
$319K
Net Calls
+$3.57M
Net Calls Change
+$2.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$14.6M +$2.4M +121,447 +20%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$14.2M +$14.2M +718,778 New
Invesco
3
Invesco
Georgia
$11.1M +$1.06M +53,666 +11%
MGAM
4
McGowan Group Asset Management
Texas
$10.7M -$140K -7,070 -1%
UBS Group
5
UBS Group
Switzerland
$10M +$4.37M +221,152 +77%
MC
6
Muzinich & Co
New York
$9.79M +$4.98M +252,022 +103%
CIM
7
Confluence Investment Management
Missouri
$9.05M +$428K +21,667 +5%
CLM
8
ClearBridge LLC (Maryland)
Maryland
$7.99M +$364K +18,435 +5%
GC
9
Guggenheim Capital
Illinois
$7.29M +$2.06M +104,446 +39%
Morgan Stanley
10
Morgan Stanley
New York
$6.82M -$283K -14,304 -4%
Two Sigma Investments
11
Two Sigma Investments
New York
$5.1M +$4.59M +232,290 +877%
State of New Jersey Common Pension Fund D
12
State of New Jersey Common Pension Fund D
New Jersey
$4.92M +$4.94M +250,000 New
Two Sigma Advisers
13
Two Sigma Advisers
New York
$4.19M +$3.29M +166,525 +360%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$4.14M
BG
15
BlackRock Group
United Kingdom
$3.89M +$372K +18,848 +11%
VanEck Associates
16
VanEck Associates
New York
$3.83M +$773K +39,146 +25%
MVP
17
Miller Value Partners
Florida
$3.63M
RJA
18
Raymond James & Associates
Florida
$3.55M +$56.6K +2,868 +2%
GIM
19
Greenwich Investment Management
Connecticut
$3.32M +$41.9K +2,120 +1%
Stifel Financial
20
Stifel Financial
Missouri
$3.03M -$587K -29,698 -16%
CS
21
Credit Suisse
Switzerland
$2.94M +$13.9K +704 +0.5%
PGH
22
Partners Group Holding
Switzerland
$2.92M
LCP
23
LGT Capital Partners
Switzerland
$2.76M -$6.75K -342 -0.2%
AM
24
Ares Management
California
$2.66M +$465K +23,559 +21%
LSV Asset Management
25
LSV Asset Management
Illinois
$2.54M

BBDC Hedge Fund Activity: Q3 2016 in Review

104 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Barings BDC (BBDC) for Q3 2016, worth a combined $206M — up 32% from $155M a quarter earlier.

Fund positioning in BBDC was balanced in Q3 2016: 11 funds opened new positions, 11 closed out, 49 added to existing stakes and 22 trimmed.

The largest buyer was T. Rowe Price Associates, opening a new position worth an estimated $14.2M. The largest seller was Janney Montgomery Scott, cutting an estimated $1.06M.

  • 104 institutional investors held Barings BDC (BBDC) as of Q3 2016, down from 106 in Q2 2016.
  • Funds reported $206M of Barings BDC stock for Q3 2016, up 32% quarter-over-quarter.
  • 11 funds opened new Barings BDC positions in Q3 2016 and 11 closed out, a net change of 0 holders.
  • The largest Barings BDC buyer in Q3 2016 was T. Rowe Price Associates, an estimated $14.2M added.
  • The largest Barings BDC seller in Q3 2016 was Janney Montgomery Scott, an estimated $1.06M sold.

Based on aggregated 13F filings for Q3 2016.