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Bain Capital Specialty

99 hedge funds and large institutions have $397M invested in Bain Capital Specialty in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 26

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

0.66% more ownership

Funds ownership: 50.58%51.24% (+0.66%)

0% more funds holding

Funds holding: 9999 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

11% less capital invested

Capital invested by funds: $444M → $397M (-$47.3M)

62% less call options, than puts

Call options by funds: $549K | Put options by funds: $1.45M

Holders
99
Holders Change
Holders Change %
0%
% of All Funds
1.71%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
14
Increased
35
Reduced
26
Closed
13
Calls
$549K
Puts
$1.45M
Net Calls
-$900K
Net Calls Change
-$887K
Name Holding Trade Value Shares
Change
Change in
Stake
TYCC
26
Texas Yale Capital Corp
Florida
$1.39M +$285 +20 +0%
Legal & General Group
27
Legal & General Group
United Kingdom
$1.28M +$1.53M +107,084 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.28M +$25.3K +1,777 +2%
BFA
29
Beaumont Financial Advisors
Massachusetts
$1.23M -$365K -25,603 -20%
V
30
Veritable
Delaware
$1.2M
SC
31
Sierra Capital
Florida
$1.16M -$1.34M -94,051 -49%
MYIA
32
Mount Yale Investment Advisors
Colorado
$1.15M -$9.97K -699 -0.7%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$1.11M +$98.3K +6,893 +8%
HighTower Advisors
34
HighTower Advisors
Illinois
$1.04M +$72.1K +5,056 +6%
Canada Life
35
Canada Life
Manitoba, Canada
$861K +$237K +16,600 +30%
GL
36
Graypoint LLC
New York
$715K +$495K +34,734 +140%
Neuberger Berman Group
37
Neuberger Berman Group
New York
$702K +$47K +3,297 +6%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$638K -$39K -2,738 -5%
US Bancorp
39
US Bancorp
Minnesota
$624K
Ameriprise
40
Ameriprise
Minnesota
$624K +$17.3K +1,212 +2%
GA
41
GraniteShares Advisors
New York
$602K -$8.54K -599 -1%
MCM
42
McKinley Capital Management
Alaska
$586K -$22.8K -1,601 -3%
Northern Trust
43
Northern Trust
Illinois
$557K -$156K -10,928 -19%
MIC
44
Meridian Investment Counsel
California
$537K
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$491K
Mackenzie Financial
46
Mackenzie Financial
Ontario, Canada
$473K -$170K -11,922 -23%
Wells Fargo
47
Wells Fargo
California
$464K -$107K -7,527 -16%
Goldman Sachs
48
Goldman Sachs
New York
$461K -$186K -13,030 -25%
JP Morgan Chase
49
JP Morgan Chase
New York
$457K -$64.1K -4,495 -11%
JMPWA
50
JP Morgan Private Wealth Advisors
California
$434K +$57.6K +4,036 +13%

BCSF Hedge Fund Activity: Q3 2022 in Review

99 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Bain Capital Specialty (BCSF) for Q3 2022, worth a combined $397M — down 11% from $444M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BCSF positions and 13 closed out — a net gain of 1 holder — while 35 added to existing stakes and 26 trimmed.

The largest buyer was Arete Wealth Advisors, opening a new position worth an estimated $4.64M. The largest seller was Two Sigma Investments, cutting an estimated $2.31M.

  • 99 institutional investors held Bain Capital Specialty (BCSF) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $397M of Bain Capital Specialty stock for Q3 2022, down 11% quarter-over-quarter.
  • 14 funds opened new Bain Capital Specialty positions in Q3 2022 and 13 closed out, a net change of +1 holder.
  • The largest Bain Capital Specialty buyer in Q3 2022 was Arete Wealth Advisors, an estimated $4.64M added.
  • The largest Bain Capital Specialty seller in Q3 2022 was Two Sigma Investments, an estimated $2.31M sold.

Based on aggregated 13F filings for Q3 2022.