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Barings BDC

216 hedge funds and large institutions have $423M invested in Barings BDC in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 71 increasing their positions, 68 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 68

0.14% less ownership

Funds ownership: 49.49%49.35% (-0.14%)

4% less capital invested

Capital invested by funds: $439M → $423M (-$16.1M)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

2% less funds holding

Funds holding: 221216 (-5)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

83% less call options, than puts

Call options by funds: $104K | Put options by funds: $607K

Holders
216
Holders Change
-5
Holders Change %
-2.26%
% of All Funds
3.44%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
24
Increased
71
Reduced
68
Closed
25
Calls
$104K
Puts
$607K
Net Calls
-$503K
Net Calls Change
-$533K

BBDC Hedge Fund Activity: Q1 2023 in Review

216 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Barings BDC (BBDC) for Q1 2023, worth a combined $423M — down 3.7% from $439M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of BBDC and 24 opened new positions — a net loss of 1 holder — while 68 trimmed existing stakes and 71 added.

The largest buyer was Private Management Group, adding an estimated $9.47M. The largest seller was Punch & Associates Investment Management, cutting an estimated $9.47M.

  • 216 institutional investors held Barings BDC (BBDC) as of Q1 2023, down from 221 in Q4 2022.
  • Funds reported $423M of Barings BDC stock for Q1 2023, down 3.7% quarter-over-quarter.
  • 24 funds opened new Barings BDC positions in Q1 2023 and 25 closed out, a net change of -1 holder.
  • The largest Barings BDC buyer in Q1 2023 was Private Management Group, an estimated $9.47M added.
  • The largest Barings BDC seller in Q1 2023 was Punch & Associates Investment Management, an estimated $9.47M sold.

Based on aggregated 13F filings for Q1 2023.