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Bain Capital Specialty

135 hedge funds and large institutions have $588M invested in Bain Capital Specialty in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+3
Holders Change %
+2.27%
% of All Funds
1.8%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
25
Increased
46
Reduced
34
Closed
19
Calls
$2.85M
Puts
$476K
Net Calls
+$2.37M
Net Calls Change
+$439K
Name Holding Trade Value Shares
Change
Shares
Change %
AO
76
Advisor OS
Illinois
$342K +$8.34K +476 +3%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$338K -$56.7K -3,234 -14%
MIC
78
Meridian Investment Counsel
California
$324K -$11K -625 -3%
MML Investors Services
79
MML Investors Services
Massachusetts
$316K +$316K +18,048 New
CIA
80
Concurrent Investment Advisors
Florida
$304K +$2.02K +115 +0.7%
Focus Partners Wealth
81
Focus Partners Wealth
Massachusetts
$302K -$1.88K -107 -0.6%
Comerica Bank
82
Comerica Bank
Texas
$298K +$22.6K +1,292 +8%
FFA
83
Farther Finance Advisors
California
$275K +$83.2K +4,750 +43%
NG
84
Norden Group
Utah
$274K -$6.71K -383 -2%
PC
85
Prairiewood Capital
North Dakota
$266K +$21K +1,201 +9%
CFG
86
Cooper Financial Group
California
$264K +$18.4K +1,053 +8%
MA
87
Mutual Advisors
Nebraska
$261K +$3.71K +213 +1%
Corient Private Wealth
88
Corient Private Wealth
Florida
$258K +$88 +5 +0%
KF
89
KKM Financial
Illinois
$245K
SAM
90
Seelaus Asset Management
New Jersey
$229K
GEM
91
Global Endowment Management
North Carolina
$219K
PIA
92
Perennial Investment Advisors
California
$219K
William Blair & Company
93
William Blair & Company
Illinois
$216K -$302K -17,231 -58%
ASN
94
Advisory Services Network
Georgia
$215K +$30K +1,715 +16%
MCCA
95
Mill Creek Capital Advisors
Pennsylvania
$212K
XT
96
XTX Topco
Cayman Islands
$197K +$197K +11,228 New
KP
97
Keel Point
Alabama
$189K
OCPWS
98
One Charles Private Wealth Services
Massachusetts
$187K +$4.84K +276 +3%
BF
99
BOK Financial
Oklahoma
$165K
Lazard Asset Management
100
Lazard Asset Management
New York
$164K +$20.8K +1,189 +15%