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Bain Capital Specialty
BCSF

Overview Fund Activity

119 hedge funds and large institutions have $4.61B invested in Bain Capital Specialty in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 38 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+20
Holders Change %
+20.2%
% of All Funds
1.92%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
28
Increased
38
Reduced
35
Closed
8
Calls
$435K
Puts
$2.69M
Net Calls
-$2.25M
Net Calls Change
-$1.35M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$4.21B
2
Millennium Management
2
Millennium Management
New York
$7.24M
3
Citadel Advisors
3
Citadel Advisors
Florida
$4.88M
4
Legal & General Group
4
Legal & General Group
United Kingdom
$2.58M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.24M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$15.5M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$1.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$7.63M
4
AM
4
Ares Management
California
$1.4M
5
Invesco
5
Invesco
Georgia
$8.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
101
Avior Wealth Management
Nebraska
$44K +$1.17K +98 +3%
PA
102
Parallel Advisors
California
$29.8K +$29.8K +2,500 New
SPIA
103
Steward Partners Investment Advisory
New York
$27.3K +$321 +27 +1%
BCMLT
104
Beacon Capital Management LLC (Tennessee)
Tennessee
$22.8K – – –
Lazard Asset Management
105
Lazard Asset Management
New York
$22K – – –
CWM
106
Cedar Wealth Management
California
$18.8K -$23.8K -2,000 -56%
BFA
107
BBJS Financial Advisors
Washington
$15.5K +$15.5K +1,300 New
QL
108
Quarry LP
New York
$12K +$12K +1,006 New
RMC
109
Resources Management Corp
Connecticut
$11K – – –
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$8.69K – – –
TSWM
111
Tyler-Stone Wealth Management
Ohio
$8K +$203 +17 +3%
FDCDDQ
112
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.95K – – –
FFA
113
Farther Finance Advisors
California
$5.95K +$5.95K +500 New
S
114
SignatureFD
Georgia
$3.58K +$3.57K +300 +30,000%
BAM
115
Belpointe Asset Management
Nevada
$2.1K +$2.1K +176 New
HI
116
Harbour Investments
Wisconsin
$1.03K – – –
DWA
117
Dougherty Wealth Advisers
Minnesota
$595 +$595 +50 New
FA
118
Fiduciary Alliance
South Carolina
$571 +$571 +48 New
NA
119
NewEdge Advisors
Louisiana
$12 +$12 +1,000 New
PC
120
Prairiewood Capital
North Dakota
– -$243K -20,282 Closed
PP
121
PDT Partners
New York
– -$228K -19,027 Closed
Creative Planning
122
Creative Planning
Kansas
– -$128K -10,682 Closed
WWM
123
Wagner Wealth Management
South Carolina
– -$35K -2,886 Closed
IAMOG
124
Investors Asset Management of Georgia
Georgia
– -$26K -2,186 Closed
Nomura Asset Management
125
Nomura Asset Management
Japan
– -$25.3K -2,110 Closed
2 3 4
5
6