Barings BDC
BBDC
199 hedge funds and large institutions have $434M invested in Barings BDC in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 61 reducing their positions, and 18 closing their positions.
531% more call options, than puts
Call options by funds: $1.24M | Put options by funds: $196K
61% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 18
4% more funds holding
Funds holding: 191 → 199 (+8)
2% more capital invested
Capital invested by funds: $427M → $434M (+$7.47M)
0.55% more ownership
Funds ownership: 41.16% → 41.71% (+0.55%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
7% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 61
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$10.8M |
| 2 |
HCA
Harbor Capital Advisors
Chicago,
Illinois
|
+$4.39M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.68M |
| 4 |
DA
Denali Advisors
San Diego,
California
|
+$1.53M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$1.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Callodine Capital Management
Boston,
Massachusetts
|
-$4.2M |
| 2 |
AM
Ares Management
Los Angeles,
California
|
-$3.8M |
| 3 |
Two Sigma Advisers
New York
|
-$2.95M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$2.92M |
| 5 |
Two Sigma Investments
New York
|
-$2.49M |
BBDC Hedge Fund Activity: Q3 2024 in Review
199 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Barings BDC (BBDC) for Q3 2024, worth a combined $434M — up 1.8% from $427M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new BBDC positions and 18 closed out — a net gain of 11 holders — while 57 added to existing stakes and 61 trimmed.
The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $10.8M. The largest seller was Callodine Capital Management, cutting an estimated $4.2M.
- 199 institutional investors held Barings BDC (BBDC) as of Q3 2024, up from 191 in Q2 2024.
- Funds reported $434M of Barings BDC stock for Q3 2024, up 1.8% quarter-over-quarter.
- 29 funds opened new Barings BDC positions in Q3 2024 and 18 closed out, a net change of +11 holders.
- The largest Barings BDC buyer in Q3 2024 was Kovitz Investment Group Partners, an estimated $10.8M added.
- The largest Barings BDC seller in Q3 2024 was Callodine Capital Management, an estimated $4.2M sold.
Based on aggregated 13F filings for Q3 2024.