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Barings BDC

211 hedge funds and large institutions have $393M invested in Barings BDC in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 68 increasing their positions, 62 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

14,300% more call options, than puts

Call options by funds: $144K | Put options by funds: $1K

10% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 62

0.08% more ownership

Funds ownership: 45.49%45.57% (+0.08%)

9% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 34

3% less funds holding

Funds holding: 218211 (-7)

11% less capital invested

Capital invested by funds: $439M → $393M (-$46.2M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
211
Holders Change
-7
Holders Change %
-3.21%
% of All Funds
2.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
31
Increased
68
Reduced
62
Closed
34
Calls
$144K
Puts
$1K
Net Calls
+$143K
Net Calls Change
-$875K
Name Holding Trade Value Shares
Change
Change in
Stake
B
1
Barings
North Carolina
$112M
PMG
2
Private Management Group
California
$35.4M +$4.69M +534,559 +14%
AM
3
Ares Management
California
$29.9M +$351K +40,000 +1%
CAM
4
Cresset Asset Management
Illinois
$19.1M +$3.24M +369,642 +19%
VanEck Associates
5
VanEck Associates
New York
$15M -$4.11M -469,292 -20%
UBS Group
6
UBS Group
Switzerland
$13M +$781K +89,041 +6%
DCP
7
Diameter Capital Partners
New York
$12.1M +$4.43M +505,430 +52%
Morgan Stanley
8
Morgan Stanley
New York
$8.21M +$862K +98,332 +11%
DCM
9
Dimension Capital Management
Florida
$8.11M +$1.98M +226,219 +30%
Two Sigma Investments
10
Two Sigma Investments
New York
$8.06M +$2.16M +246,211 +34%
Franklin Resources
11
Franklin Resources
California
$7.99M +$786K +89,718 +10%
Focus Partners Wealth
12
Focus Partners Wealth
Massachusetts
$7.86M -$418K -47,734 -5%
Wells Fargo
13
Wells Fargo
California
$7.62M +$400K +45,643 +5%
Legal & General Group
14
Legal & General Group
United Kingdom
$7.01M +$879K +100,245 +13%
Russell Investments Group
15
Russell Investments Group
United Kingdom
$6.98M +$4.79M +546,323 +181%
MC
16
Muzinich & Co
New York
$5.76M +$13.3K +1,514 +0.2%
Raymond James Financial
17
Raymond James Financial
Florida
$5.08M -$302K -34,466 -5%
Sumitomo Mitsui Trust Group
18
Sumitomo Mitsui Trust Group
Japan
$4.75M
BlackRock
19
BlackRock
New York
$4.06M -$3.11M -354,436 -42%
Bank of America
20
Bank of America
North Carolina
$3.68M -$695K -79,288 -15%
AAM
21
Advisors Asset Management
Colorado
$3.35M +$139K +15,831 +4%
BI
22
Bulldog Investors
New Jersey
$2.76M +$154K +17,597 +6%
CIM
23
Confluence Investment Management
Missouri
$2.53M -$310K -35,376 -10%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$2.52M +$2.68M +305,877 New
LPL Financial
25
LPL Financial
California
$2.47M +$179K +20,468 +7%