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Barings BDC
BBDC

Overview Fund Activity

197 hedge funds and large institutions have $882M invested in Barings BDC in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 67 increasing their positions, 54 reducing their positions, and 25 closing their positions.

Holders
197
Holders Change
-1
Holders Change %
-0.51%
% of All Funds
2.62%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
67
Reduced
54
Closed
25
Calls
$718K
Puts
$66K
Net Calls
+$652K
Net Calls Change
-$388K

Top Buyers

1
CAM
1
Cresset Asset Management
Illinois
$16.5M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$451M
3
Wells Fargo
3
Wells Fargo
California
$6.75M
4
FGC
4
Financial Gravity Companies
Texas
$2.9M
5
IA
5
Icon Advisers
Colorado
$2.58M

Top Sellers

1
NWM
1
Nicola Wealth Management
British Columbia, Canada
$0
2
UBS Group
2
UBS Group
Switzerland
$5.48M
3
CCM
3
Callodine Capital Management
Massachusetts
$2.87M
4
RA
4
Royce & Associates
New York
$0
5
Two Sigma Investments
5
Two Sigma Investments
New York
$5.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$451M 47,158 +1,282 +3%
B
2
Barings
North Carolina
$131M 13,639,681 – –
AM
3
Ares Management
California
$34.5M 3,607,096 – –
PMG
4
Private Management Group
California
$29.5M 3,084,236 +83,408 +3%
VanEck Associates
5
VanEck Associates
New York
$22.5M 2,347,891 +79,994 +4%
CAM
6
Cresset Asset Management
Illinois
$16.5M 1,728,574 +1,728,574 New
PAIM
7
Punch & Associates Investment Management
Minnesota
$11.6M 1,213,601 -45,830 -4%
Invesco
8
Invesco
Georgia
$10.4M 1,091,877 -58,925 -5%
Kovitz Investment Group Partners
9
Kovitz Investment Group Partners
Illinois
$10.2M 1,066,600 -16,519 -2%
Raymond James Financial
10
Raymond James Financial
Florida
$8.89M 929,089 +929,089 New
Two Sigma Advisers
11
Two Sigma Advisers
New York
$8.16M 852,300 -150,800 -15%
HCA
12
Harbor Capital Advisors
Illinois
$7.24M 756,340 +15,781 +2%
Legal & General Group
13
Legal & General Group
United Kingdom
$7.07M 737,794 -19,086 -3%
Morgan Stanley
14
Morgan Stanley
New York
$7.03M 734,753 +129,364 +21%
Wells Fargo
15
Wells Fargo
California
$6.75M 705,628 +324,945 +85%
UBS Group
16
UBS Group
Switzerland
$5.48M 572,505 -264,154 -32%
Two Sigma Investments
17
Two Sigma Investments
New York
$5.4M 564,455 -183,720 -25%
BlackRock
18
BlackRock
New York
$5.31M 554,495 +78,230 +16%
Bank of America
19
Bank of America
North Carolina
$5.1M 532,492 -54,681 -9%
CIM
20
Confluence Investment Management
Missouri
$4.95M 517,753 +2,399 +0.5%
DCM
21
Dimension Capital Management
Florida
$4.81M 503,098 -102,077 -17%
HWAM
22
Hennion & Walsh Asset Management
New Jersey
$4.62M 483,050 -55,044 -10%
Franklin Resources
23
Franklin Resources
California
$4.08M 426,696 +103,742 +32%
AAM
24
Advisors Asset Management
Colorado
$3.62M 377,868 +27,209 +8%
BAMF
25
BI Asset Management Fondsmaeglerselskab
Denmark
$3.34M 349,046 +31,594 +10%
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