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Barings BDC

211 hedge funds and large institutions have $426M invested in Barings BDC in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 71 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 20

25% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 57

7% more funds holding

Funds holding: 198211 (+13)

1% more call options, than puts

Call options by funds: $1.7M | Put options by funds: $1.69M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.33% less ownership

Funds ownership: 42.67%42.34% (-0.33%)

52% less capital invested

Capital invested by funds: $882M → $426M (-$456M)

Holders
211
Holders Change
+13
Holders Change %
+6.57%
% of All Funds
2.83%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
36
Increased
71
Reduced
57
Closed
20
Calls
$1.7M
Puts
$1.69M
Net Calls
+$19K
Net Calls Change
-$633K
Name Holding Trade Value Shares
Change
Change in
Stake
B
1
Barings
North Carolina
$130M
AM
2
Ares Management
California
$34.4M
PMG
3
Private Management Group
California
$29.5M +$120K +12,208 +0.4%
VanEck Associates
4
VanEck Associates
New York
$20.7M -$1.72M -174,161 -7%
CAM
5
Cresset Asset Management
Illinois
$18.7M +$2.28M +231,356 +13%
Two Sigma Advisers
6
Two Sigma Advisers
New York
$12.5M +$4.49M +455,600 +53%
Invesco
7
Invesco
Georgia
$10.5M +$136K +13,839 +1%
Kovitz Investment Group Partners
8
Kovitz Investment Group Partners
Illinois
$10.2M +$64.5K +6,540 +0.6%
Morgan Stanley
9
Morgan Stanley
New York
$9.18M +$2.24M +227,308 +31%
UBS Group
10
UBS Group
Switzerland
$8.12M +$2.75M +278,324 +49%
Wells Fargo
11
Wells Fargo
California
$7.78M +$1.08M +109,480 +16%
Two Sigma Investments
12
Two Sigma Investments
New York
$6.99M +$1.66M +167,834 +30%
Franklin Resources
13
Franklin Resources
California
$6.68M +$2.7M +273,275 +64%
Legal & General Group
14
Legal & General Group
United Kingdom
$6.6M -$439K -44,514 -6%
DCM
15
Dimension Capital Management
Florida
$5.15M +$365K +37,050 +7%
BlackRock
16
BlackRock
New York
$5.03M -$266K -26,941 -5%
CIM
17
Confluence Investment Management
Missouri
$4.96M +$20K +2,026 +0.4%
Tudor Investment Corp
18
Tudor Investment Corp
Connecticut
$4.51M +$2.63M +266,402 +129%
Bank of America
19
Bank of America
North Carolina
$4.46M -$637K -64,574 -12%
AAM
20
Advisors Asset Management
Colorado
$3.81M +$211K +21,416 +6%
HWAM
21
Hennion & Walsh Asset Management
New Jersey
$3.58M -$1.07M -108,158 -22%
BAMF
22
BI Asset Management Fondsmaeglerselskab
Denmark
$3.56M +$232K +23,564 +7%
Osaic Holdings
23
Osaic Holdings
Arizona
$3.33M +$301K +30,489 +10%
Raymond James Financial
24
Raymond James Financial
Florida
$3.09M -$5.97M -605,613 -65%
FGAM
25
Financial Gravity Asset Management
Texas
$2.88M +$2.98M +301,719 New

BBDC Hedge Fund Activity: Q1 2025 in Review

211 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Barings BDC (BBDC) for Q1 2025, worth a combined $426M — down 52% from $882M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new BBDC positions and 20 closed out — a net gain of 16 holders — while 71 added to existing stakes and 57 trimmed.

The largest buyer was Two Sigma Advisers, adding an estimated $4.49M. The largest seller was Punch & Associates Investment Management, exiting entirely with an estimated $11.6M sold.

  • 211 institutional investors held Barings BDC (BBDC) as of Q1 2025, up from 198 in Q4 2024.
  • Funds reported $426M of Barings BDC stock for Q1 2025, down 52% quarter-over-quarter.
  • 36 funds opened new Barings BDC positions in Q1 2025 and 20 closed out, a net change of +16 holders.
  • The largest Barings BDC buyer in Q1 2025 was Two Sigma Advisers, an estimated $4.49M added.
  • The largest Barings BDC seller in Q1 2025 was Punch & Associates Investment Management, an estimated $11.6M sold.

Based on aggregated 13F filings for Q1 2025.