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Bain Capital Specialty
BCSF

Overview Fund Activity

137 hedge funds and large institutions have $496M invested in Bain Capital Specialty in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+3
Holders Change %
+2.24%
% of All Funds
1.99%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
18
Increased
54
Reduced
40
Closed
13
Calls
$520K
Puts
$664K
Net Calls
-$144K
Net Calls Change
-$2.49M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$3.02M
2
VanEck Associates
VanEck Associates
New York
+$1.64M
3
Two Sigma Investments
Two Sigma Investments
New York
+$1.34M
4
Bank of America
Bank of America
North Carolina
+$1.31M
5
UAG
United Advisor Group
Ohio
+$1.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$14.6M
2
DCM
Dimension Capital Management
Florida
-$13.6M
3
ERSOT
Employees Retirement System of Texas
Texas
-$12.3M
4
MW
Melia Wealth
Oklahoma
-$1.43M
5
AWA
Arete Wealth Advisors
Illinois
-$989K
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
76
ALPS Advisors
Colorado
$344K +$344K +21,960 New
YIH
77
Y-Intercept (HK)
Hong Kong
$333K +$53.8K +3,429 +19%
FVWA
78
Foster Victor Wealth Advisors
South Carolina
$315K +$15.8K +1,000 +5%
EGA
79
Eagle Global Advisors
Texas
$312K – – –
SA
80
Strategic Advocates
Utah
$309K +$309K +19,703 New
AO
81
Advisor OS
Illinois
$291K +$291K +18,564 New
Koshinski Asset Management
82
Koshinski Asset Management
Illinois
$273K -$166K -10,616 -38%
Focus Partners Wealth
83
Focus Partners Wealth
Massachusetts
$270K – – –
DAS
84
Diversify Advisory Services
Utah
$259K +$259K +16,694 New
CIM
85
Cambria Investment Management
California
$259K +$259K +16,514 New
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$237K – – –
FAFN
87
First Affirmative Financial Network
Colorado
$237K +$3.12K +199 +1%
VIA
88
Virtus Investment Advisers
Connecticut
$236K +$47.8K +3,048 +25%
Comerica Bank
89
Comerica Bank
Texas
$232K +$7.68K +490 +3%
XT
90
XTX Topco
Cayman Islands
$231K -$73.3K -4,676 -24%
NG
91
Norden Group
Utah
$228K +$37.2K +2,371 +19%
PC
92
Prairiewood Capital
North Dakota
$220K – – –
KWA
93
Kingswood Wealth Advisors
California
$210K -$1.79K -114 -0.8%
SAM
94
Seelaus Asset Management
New Jersey
$205K +$40K +2,550 +24%
PIA
95
Perennial Investment Advisors
California
$196K – – –
Lazard Asset Management
96
Lazard Asset Management
New York
$194K +$71.6K +4,581 +59%
AIM
97
Aigen Investment Management
New York
$191K +$191K +12,160 New
MCCA
98
Mill Creek Capital Advisors
Pennsylvania
$190K – – –
AWM
99
Avior Wealth Management
Nebraska
$184K +$119K +7,614 +184%
CFG
100
Cooper Financial Group
California
$182K +$182K +11,596 New
2 3
4
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