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Barings BDC

218 hedge funds and large institutions have $439M invested in Barings BDC in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 59 increasing their positions, 66 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

14,543% more call options, than puts

Call options by funds: $1.02M | Put options by funds: $7K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

28% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 32

9% more capital invested

Capital invested by funds: $402M → $439M (+$37.5M)

4% more funds holding

Funds holding: 210218 (+8)

1.95% more ownership

Funds ownership: 43.54%45.49% (+1.9%)

11% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 66

Holders
218
Holders Change
+8
Holders Change %
+3.81%
% of All Funds
2.65%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
41
Increased
59
Reduced
66
Closed
32
Calls
$1.02M
Puts
$7K
Net Calls
+$1.02M
Net Calls Change
+$520K
Name Holding Trade Value Shares
Change
Change in
Stake
B
1
Barings
North Carolina
$125M
PMG
2
Private Management Group
California
$34.6M +$4.26M +481,172 +15%
AM
3
Ares Management
California
$33M -$1.83M -206,936 -5%
VanEck Associates
4
VanEck Associates
New York
$21.1M -$1.65M -185,735 -7%
CAM
5
Cresset Asset Management
Illinois
$17.9M -$1.42M -159,799 -8%
UBS Group
6
UBS Group
Switzerland
$13.7M +$2.53M +285,272 +24%
Focus Partners Wealth
7
Focus Partners Wealth
Massachusetts
$9.21M +$8.88M +1,002,917 New
DCP
8
Diameter Capital Partners
New York
$8.87M +$8.56M +966,370 New
Morgan Stanley
9
Morgan Stanley
New York
$8.26M +$1.12M +126,266 +16%
Franklin Resources
10
Franklin Resources
California
$8.09M -$33.6K -3,795 -0.4%
Wells Fargo
11
Wells Fargo
California
$8.08M -$470 -53 -0%
BlackRock
12
BlackRock
New York
$7.79M -$142K -16,046 -2%
RCM
13
Rivernorth Capital Management
Florida
$7.4M +$1.8M +203,597 +34%
DCM
14
Dimension Capital Management
Florida
$6.97M +$1.04M +117,606 +18%
Legal & General Group
15
Legal & General Group
United Kingdom
$6.9M +$1.04M +117,776 +19%
Two Sigma Investments
16
Two Sigma Investments
New York
$6.73M +$992K +111,926 +18%
MC
17
Muzinich & Co
New York
$6.42M +$1.89M +212,847 +44%
Raymond James Financial
18
Raymond James Financial
Florida
$5.98M +$4.4M +496,687 +321%
Sumitomo Mitsui Trust Group
19
Sumitomo Mitsui Trust Group
Japan
$5.3M +$809K +91,314 +19%
Bank of America
20
Bank of America
North Carolina
$4.84M -$765K -86,332 -14%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$3.69M -$4.13M -466,100 -54%
AAM
22
Advisors Asset Management
Colorado
$3.6M -$421K -47,510 -11%
Jane Street
23
Jane Street
New York
$3.53M +$2.89M +326,527 +567%
CCM
24
Callodine Capital Management
Massachusetts
$3.27M +$465K +52,520 +17%
CIM
25
Confluence Investment Management
Missouri
$3.15M -$189K -21,372 -6%