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Bain Capital Specialty

84 hedge funds and large institutions have $379M invested in Bain Capital Specialty in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 31 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more call options, than puts

Call options by funds: $398K | Put options by funds: $155K

52% more capital invested

Capital invested by funds: $250M → $379M (+$130M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

16% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 31

0.17% less ownership

Funds ownership: 53.17%53% (-0.17%)

3% less funds holding

Funds holding: 8784 (-3)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

Holders
84
Holders Change
-3
Holders Change %
-3.45%
% of All Funds
1.72%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
17
Increased
36
Reduced
31
Closed
19
Calls
$398K
Puts
$155K
Net Calls
+$243K
Net Calls Change
+$221K
Name Holding Trade Value Shares
Change
Change in
Stake
BCC
1
Bain Capital Credit
Massachusetts
$131M +$30.6M +2,960,951 +33%
ERSOT
2
Employees Retirement System of Texas
Texas
$66.2M +$18.5M +1,784,814 +43%
DCM
3
Dimension Capital Management
Florida
$51.8M +$8.78M +849,292 +22%
UBS Group
4
UBS Group
Switzerland
$19M +$2.05M +197,819 +13%
Bank of America
5
Bank of America
North Carolina
$14.7M -$604K -58,381 -4%
RCM
6
Rivernorth Capital Management
Florida
$10.8M +$10M +970,735 New
Arrowstreet Capital
7
Arrowstreet Capital
Massachusetts
$9.06M +$1.54M +148,700 +22%
SIC
8
Starr International Company
Switzerland
$8.16M +$81.9K +7,922 +1%
MC
9
Muzinich & Co
New York
$5.11M +$943K +91,170 +25%
Sumitomo Mitsui Trust Group
10
Sumitomo Mitsui Trust Group
Japan
$5.06M +$944K +91,269 +25%
VanEck Associates
11
VanEck Associates
New York
$4.85M -$11.4K -1,104 -0.3%
HighTower Advisors
12
HighTower Advisors
Illinois
$4.23M -$1.84M -178,034 -32%
Morgan Stanley
13
Morgan Stanley
New York
$4.23M +$1.55M +149,650 +64%
CVSCT
14
C.V. Starr & Co Trust
New York
$4.23M +$152K +14,674 +4%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$4.2M -$306K -29,621 -7%
ICM
16
Indaba Capital Management
California
$3.46M +$3.23M +311,844 New
BFA
17
Beaumont Financial Advisors
Massachusetts
$3M +$34.8K +3,364 +1%
BlackRock
18
BlackRock
New York
$2.84M +$224K +21,611 +9%
Millennium Management
19
Millennium Management
New York
$1.8M +$721K +69,743 +75%
GC
20
Gillson Capital
Illinois
$1.56M +$1.46M +141,212 New
GC
21
Guggenheim Capital
Illinois
$1.19M +$31.6K +3,060 +3%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.17M -$4.89K -473 -0.4%
MYIA
23
Mount Yale Investment Advisors
Colorado
$1.16M +$290K +28,053 +37%
Invesco
24
Invesco
Georgia
$1.14M +$324K +31,316 +44%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$1.1M +$294K +28,440 +40%

BCSF Hedge Fund Activity: Q2 2020 in Review

84 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Bain Capital Specialty (BCSF) for Q2 2020, worth a combined $379M — up 52% from $250M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of BCSF and 17 opened new positions — a net loss of 2 holders — while 31 trimmed existing stakes and 36 added.

The largest buyer was Bain Capital Credit, adding an estimated $30.6M. The largest seller was IHT Wealth Management, exiting entirely with an estimated $2.72M sold.

  • 84 institutional investors held Bain Capital Specialty (BCSF) as of Q2 2020, down from 87 in Q1 2020.
  • Funds reported $379M of Bain Capital Specialty stock for Q2 2020, up 52% quarter-over-quarter.
  • 17 funds opened new Bain Capital Specialty positions in Q2 2020 and 19 closed out, a net change of -2 holders.
  • The largest Bain Capital Specialty buyer in Q2 2020 was Bain Capital Credit, an estimated $30.6M added.
  • The largest Bain Capital Specialty seller in Q2 2020 was IHT Wealth Management, an estimated $2.72M sold.

Based on aggregated 13F filings for Q2 2020.