We are live on ! Find out more
BCSF icon

Bain Capital Specialty

87 hedge funds and large institutions have $250M invested in Bain Capital Specialty in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

17.82% more ownership

Funds ownership: 35.35%53.17% (+18%)

12% more funds holding

Funds holding: 7887 (+9)

8% more call options, than puts

Call options by funds: $289K | Put options by funds: $267K

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

11% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 27

29% less capital invested

Capital invested by funds: $354M → $250M (-$104M)

Holders
87
Holders Change
+9
Holders Change %
+11.54%
% of All Funds
1.92%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
27
Increased
24
Reduced
27
Closed
16
Calls
$289K
Puts
$267K
Net Calls
+$22K
Net Calls Change
-$134K
Name Holding Trade Value Shares
Change
Change in
Stake
BCC
1
Bain Capital Credit
Massachusetts
$80.6M +$152M +8,861,482 New
ERSOT
2
Employees Retirement System of Texas
Texas
$38.1M +$15.3M +892,094 +27%
DCM
3
Dimension Capital Management
Florida
$34.8M -$3.87M -225,071 -6%
UBS Group
4
UBS Group
Switzerland
$13.8M -$12M -697,908 -32%
Bank of America
5
Bank of America
North Carolina
$12.6M +$10M +583,207 +73%
SIC
6
Starr International Company
Switzerland
$6.63M
Arrowstreet Capital
7
Arrowstreet Capital
Massachusetts
$6.09M -$3.51M -204,168 -23%
HighTower Advisors
8
HighTower Advisors
Illinois
$5.09M -$182K -10,601 -2%
VanEck Associates
9
VanEck Associates
New York
$3.99M +$832K +48,420 +12%
Two Sigma Advisers
10
Two Sigma Advisers
New York
$3.72M +$2.4M +139,807 +52%
MC
11
Muzinich & Co
New York
$3.37M -$716K -41,691 -10%
CVSCT
12
C.V. Starr & Co Trust
New York
$3.34M
Sumitomo Mitsui Trust Group
13
Sumitomo Mitsui Trust Group
Japan
$3.32M +$6.27M +365,121 New
IWM
14
IHT Wealth Management
Illinois
$2.72M +$1.84M +107,292 +56%
BFA
15
Beaumont Financial Advisors
Massachusetts
$2.43M -$107K -6,230 -2%
Two Sigma Investments
16
Two Sigma Investments
New York
$2.42M -$3.29M -191,451 -42%
BlackRock
17
BlackRock
New York
$2.14M -$140K -8,162 -3%
Morgan Stanley
18
Morgan Stanley
New York
$2.11M -$3.26M -189,517 -45%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$1.53M +$302K +17,555 +12%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$960K +$349K +20,335 +24%
GC
21
Guggenheim Capital
Illinois
$946K +$321K +18,662 +22%
TYCC
22
Texas Yale Capital Corp
Florida
$916K +$72.6K +4,225 +4%
SI
23
Stephens Inc
Arkansas
$909K +$273K +15,888 +19%
RVPG
24
Relative Value Partners Group
$886K +$75.4K +4,392 +5%
Millennium Management
25
Millennium Management
New York
$848K +$1.6M +93,173 New

BCSF Hedge Fund Activity: Q1 2020 in Review

87 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Bain Capital Specialty (BCSF) for Q1 2020, worth a combined $250M — down 29% from $354M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BCSF positions and 16 closed out — a net gain of 11 holders — while 24 added to existing stakes and 27 trimmed.

The largest buyer was Bain Capital Credit, opening a new position worth an estimated $152M. The largest seller was UBS Group, cutting an estimated $12M.

  • 87 institutional investors held Bain Capital Specialty (BCSF) as of Q1 2020, up from 78 in Q4 2019.
  • Funds reported $250M of Bain Capital Specialty stock for Q1 2020, down 29% quarter-over-quarter.
  • 27 funds opened new Bain Capital Specialty positions in Q1 2020 and 16 closed out, a net change of +11 holders.
  • The largest Bain Capital Specialty buyer in Q1 2020 was Bain Capital Credit, an estimated $152M added.
  • The largest Bain Capital Specialty seller in Q1 2020 was UBS Group, an estimated $12M sold.

Based on aggregated 13F filings for Q1 2020.