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Bain Capital Specialty
BCSF

116 hedge funds and large institutions have $453M invested in Bain Capital Specialty in 2023 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

22% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 32

14% more capital invested

Capital invested by funds: $397M → $453M (+$56.1M)

3% more funds holding

Funds holding: 113 → 116 (+3)

8% more call options, than puts

Call options by funds: $2.59M | Put options by funds: $2.39M

0.33% more ownership

Funds ownership: 51.62% → 51.95% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
116
Holders Change
+3
Holders Change %
+2.65%
% of All Funds
1.82%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
20
Increased
39
Reduced
32
Closed
16
Calls
$2.59M
Puts
$2.39M
Net Calls
+$203K
Net Calls Change
+$1.43M

Top Buyers

Rank Fund Capital Flow
1
Legal & General Group
Legal & General Group
United Kingdom
+$1.72M
2
Bank of America
Bank of America
North Carolina
+$1.65M
3
Two Sigma Investments
Two Sigma Investments
New York
+$1.17M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$935K
5
HAC
Harbor Advisory Corp
New Hampshire
+$782K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$2.23M
2
Invesco
Invesco
Georgia
-$1.08M
3
Morgan Stanley
Morgan Stanley
New York
-$1.06M
4
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$673K
5
CS
Credit Suisse
Switzerland
-$614K
Name Holding Trade Value Shares
Change 		Change in
Stake
GF
26
Gries Financial
Ohio
$1.71M – – –
Two Sigma Investments
27
Two Sigma Investments
New York
$1.66M +$1.17M +94,366 +330%
KAS
28
Kestra Advisory Services
Texas
$1.52M -$13.4K -1,086 -1%
GA
29
GraniteShares Advisors
New York
$1.51M -$14.7K -1,186 -1%
Neuberger Berman Group
30
Neuberger Berman Group
New York
$1.4M +$935K +75,635 +272%
BAMF
31
BI Asset Management Fondsmaeglerselskab
Denmark
$1.38M +$103K +8,325 +9%
V
32
Veritable
Delaware
$1.35M – – –
PFO
33
Pathstone Family Office
New Jersey
$1.23M +$408K +33,006 +57%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$1.22M +$5.43K +439 +0.5%
MYIA
35
Mount Yale Investment Advisors
Colorado
$1.2M -$238K -19,223 -18%
BFA
36
Beaumont Financial Advisors
Massachusetts
$1.16M -$297 -24 -0%
SC
37
Sierra Capital
Florida
$1.06M +$161 +13 +0%
HighTower Advisors
38
HighTower Advisors
Illinois
$976K -$73.4K -5,939 -8%
PI
39
Putnam Investments
Massachusetts
$946K +$153K +12,405 +22%
Citadel Advisors
40
Citadel Advisors
Florida
$925K -$2.23M -180,045 -72%
CS
41
Credit Suisse
Switzerland
$746K -$614K -49,665 -47%
PFMU
42
Privium Fund Management (UK)
United Kingdom
$741K -$614K -49,665 -47%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$707K +$6.79K +549 +1%
US Bancorp
44
US Bancorp
Minnesota
$703K – – –
USCWA
45
U.S. Capital Wealth Advisors
Texas
$700K +$3.09K +250 +0.5%
Canada Life
46
Canada Life
Manitoba, Canada
$671K +$27.4K +2,217 +5%
CC
47
Claybrook Capital
Massachusetts
$626K +$69.6K +5,630 +14%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$618K -$207K -16,768 -27%
MIC
49
Meridian Investment Counsel
California
$616K – – –
MCM
50
McKinley Capital Management
Alaska
$612K -$4.75K -384 -0.8%
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3 4 5

BCSF Hedge Fund Activity: Q2 2023 in Review

116 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Bain Capital Specialty (BCSF) for Q2 2023, worth a combined $453M — up 14% from $397M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BCSF positions and 16 closed out — a net gain of 4 holders — while 39 added to existing stakes and 32 trimmed.

The largest buyer was Legal & General Group, adding an estimated $1.72M. The largest seller was Citadel Advisors, cutting an estimated $2.23M.

  • 116 institutional investors held Bain Capital Specialty (BCSF) as of Q2 2023, up from 113 in Q1 2023.
  • Funds reported $453M of Bain Capital Specialty stock for Q2 2023, up 14% quarter-over-quarter.
  • 20 funds opened new Bain Capital Specialty positions in Q2 2023 and 16 closed out, a net change of +4 holders.
  • The largest Bain Capital Specialty buyer in Q2 2023 was Legal & General Group, an estimated $1.72M added.
  • The largest Bain Capital Specialty seller in Q2 2023 was Citadel Advisors, an estimated $2.23M sold.

Based on aggregated 13F filings for Q2 2023.