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Bain Capital Specialty

134 hedge funds and large institutions have $507M invested in Bain Capital Specialty in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+10
Holders Change %
+8.06%
% of All Funds
1.96%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
29
Increased
48
Reduced
38
Closed
13
Calls
$3.13M
Puts
$791K
Net Calls
+$2.34M
Net Calls Change
-$580K
Name Holding Trade Value Shares
Change
Shares
Change %
FDCDDQ
126
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.54K
W
127
WealthCollab
Washington
$6.87K +$6.87K +456 New
HIM
128
Hillsdale Investment Management
Ontario, Canada
$5.58K +$5.58K +370 New
RL
129
Rogco LP
Oklahoma
$5.12K
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$5K +$5K +320 New
IPW
131
Impact Partnership Wealth
Georgia
$2.08K +$2.08K +138 New
HI
132
Harbour Investments
Wisconsin
$1.3K
GI
133
GAMMA Investing
California
$820 +$820 +54 New
DWA
134
Dougherty Wealth Advisers
Minnesota
$754
Invesco
135
Invesco
Georgia
-$10.4M -679,573 Closed
HAC
136
Harbor Advisory Corp
New Hampshire
-$3.19M -208,391 Closed
GA
137
GraniteShares Advisors
New York
-$1.69M -110,182 Closed
IAMOG
138
Investors Asset Management of Georgia
Georgia
-$410K -41,463 Closed
Mackenzie Financial
139
Mackenzie Financial
Ontario, Canada
-$600K -40,208 Closed
SPC
140
Sigma Planning Corp
Michigan
-$425K -27,730 Closed
SG Americas Securities
141
SG Americas Securities
New York
-$311K -20,343 Closed
LAS
142
Lloyd Advisory Services
Georgia
-$193K -12,612 Closed
SWM
143
SeaCrest Wealth Management
New York
-$191K -12,500 Closed
VF
144
Virtu Financial
New York
-$185K -12,106 Closed
DC
145
Davenport & Co
Virginia
-$160K -10,455 Closed
PWG
146
Portside Wealth Group
Utah
-$157K -10,336 Closed
PP
147
PrairieView Partners
Minnesota
-$7K -500 Closed