Bain Capital Specialty
BCSF
136 hedge funds and large institutions have $590M invested in Bain Capital Specialty in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 47 increasing their positions, 34 reducing their positions, and 19 closing their positions.
499% more call options, than puts
Call options by funds: $2.85M | Put options by funds: $476K
38% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 34
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
32% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 19
16% more capital invested
Capital invested by funds: $507M → $590M (+$82.3M)
3.92% more ownership
Funds ownership: 48.14% → 52.05% (+3.9%)
2% more funds holding
Funds holding: 133 → 136 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$23.5M |
| 2 |
LSAG
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
+$6.48M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$5.37M |
| 4 |
CM
Columbus Macro
New Castle,
Pennsylvania
|
+$5.35M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$8.36M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.23M |
| 3 |
Morgan Stanley
New York
|
-$4.29M |
| 4 |
Two Sigma Advisers
New York
|
-$3.64M |
| 5 |
Two Sigma Investments
New York
|
-$2.59M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VFA
151
Virtus Fund Advisers
Hartford,
Connecticut
| – | -$48.1K | -2,900 | Closed |
|
152
Citadel Advisors
Miami,
Florida
| – | -$30.8K | -1,824 | Closed |
|
|
QL
153
Quarry LP
New York
| – | -$17.2K | -1,039 | Closed |
|
|
JIP
154
Jaffetilchin Investment Partners
Tampa,
Florida
| – | -$2.49K | -150 | Closed |
|
155
Fidelity Investments
Boston,
Massachusetts
| – | -$17 | -1 | Closed |
|
BCSF Hedge Fund Activity: Q4 2024 in Review
136 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Bain Capital Specialty (BCSF) for Q4 2024, worth a combined $590M — up 16% from $507M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new BCSF positions and 19 closed out — a net gain of 6 holders — while 47 added to existing stakes and 34 trimmed.
The largest buyer was Cresset Asset Management, opening a new position worth an estimated $23.5M. The largest seller was International Assets Investment Management, cutting an estimated $8.36M.
- 136 institutional investors held Bain Capital Specialty (BCSF) as of Q4 2024, up from 133 in Q3 2024.
- Funds reported $590M of Bain Capital Specialty stock for Q4 2024, up 16% quarter-over-quarter.
- 25 funds opened new Bain Capital Specialty positions in Q4 2024 and 19 closed out, a net change of +6 holders.
- The largest Bain Capital Specialty buyer in Q4 2024 was Cresset Asset Management, an estimated $23.5M added.
- The largest Bain Capital Specialty seller in Q4 2024 was International Assets Investment Management, an estimated $8.36M sold.
Based on aggregated 13F filings for Q4 2024.