Barings BDC
BBDC
198 hedge funds and large institutions have $431M 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.
988% more call options, than puts
Call options by funds: $718K | Put options by funds: $66K
24% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 54
8% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 25
0.98% more ownership
Funds ownership: 41.7% → 42.67% (+0.98%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1% less funds holding
Funds holding: 199 → 198 (-1)
1% less capital invested
Capital invested by funds: $434M → $431M (-$2.96M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$16.9M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$3.18M |
| 3 |
FGC
Financial Gravity Companies
Lakeway,
Texas
|
+$2.9M |
| 4 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
+$2.63M |
| 5 |
Morgan Stanley
New York
|
+$1.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NWM
Nicola Wealth Management
Vancouver,
British Columbia, Canada
|
-$8.14M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.58M |
| 3 |
CCM
Callodine Capital Management
Boston,
Massachusetts
|
-$2.48M |
| 4 |
RA
Royce & Associates
New York
|
-$2.11M |
| 5 |
Two Sigma Investments
New York
|
-$1.8M |
BBDC Hedge Fund Activity: Q4 2024 in Review
198 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Barings BDC (BBDC) for Q4 2024, worth a combined $431M — down 0.68% from $434M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new BBDC positions and 25 closed out — a net gain of 2 holders — while 67 added to existing stakes and 54 trimmed.
The largest buyer was Cresset Asset Management, opening a new position worth an estimated $16.9M. The largest seller was Nicola Wealth Management, exiting entirely with an estimated $8.14M sold.
- 198 institutional investors held Barings BDC (BBDC) as of Q4 2024, down from 199 in Q3 2024.
- Funds reported $431M of Barings BDC stock for Q4 2024, down 0.68% quarter-over-quarter.
- 27 funds opened new Barings BDC positions in Q4 2024 and 25 closed out, a net change of +2 holders.
- The largest Barings BDC buyer in Q4 2024 was Cresset Asset Management, an estimated $16.9M added.
- The largest Barings BDC seller in Q4 2024 was Nicola Wealth Management, an estimated $8.14M sold.
Based on aggregated 13F filings for Q4 2024.