We are live on ! Find out more
BCSF icon

Bain Capital Specialty

94 hedge funds and large institutions have $494M invested in Bain Capital Specialty in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 31

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less capital invested

Capital invested by funds: $500M → $494M (-$6.48M)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

1% less funds holding

Funds holding: 9594 (-1)

2.39% less ownership

Funds ownership: 52.4%50.01% (-2.4%)

99% less call options, than puts

Call options by funds: $6K | Put options by funds: $508K

Holders
94
Holders Change
-1
Holders Change %
-1.05%
% of All Funds
1.64%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
12
Increased
33
Reduced
31
Closed
13
Calls
$6K
Puts
$508K
Net Calls
-$502K
Net Calls Change
+$438K
Name Holding Trade Value Shares
Change
Change in
Stake
BCC
1
Bain Capital Credit
Massachusetts
$181M
DCM
2
Dimension Capital Management
Florida
$70.9M -$402K -25,496 -0.5%
ERSOT
3
Employees Retirement System of Texas
Texas
$32.1M -$20.3M -1,285,807 -38%
UBS Group
4
UBS Group
Switzerland
$30.4M +$486K +30,819 +2%
Bank of America
5
Bank of America
North Carolina
$24.3M +$4.04M +256,082 +19%
Arrowstreet Capital
6
Arrowstreet Capital
Massachusetts
$15.5M -$220K -13,950 -1%
Invesco
7
Invesco
Georgia
$15.4M +$789K +50,022 +5%
SIC
8
Starr International Company
Switzerland
$12M +$141K +8,964 +1%
VanEck Associates
9
VanEck Associates
New York
$11.8M -$151K -9,568 -1%
IWM
10
IHT Wealth Management
Illinois
$10.1M -$917K -58,115 -8%
Morgan Stanley
11
Morgan Stanley
New York
$8.5M +$1.56M +98,654 +22%
CVSCT
12
C.V. Starr & Co Trust
New York
$6.57M +$314K +19,915 +5%
MC
13
Muzinich & Co
New York
$5.67M -$1.49M -94,522 -20%
Sumitomo Mitsui Trust Group
14
Sumitomo Mitsui Trust Group
Japan
$5.65M -$1.5M -94,772 -20%
BlackRock
15
BlackRock
New York
$5.15M +$523K +33,145 +11%
SC
16
Sierra Capital
Florida
$3.66M +$1.5M +95,280 +66%
HAC
17
Harbor Advisory Corp
New Hampshire
$3.33M +$236K +14,986 +7%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$3.03M +$1.52M +96,400 +95%
KAS
19
Kestra Advisory Services
Texas
$2.97M +$66K +4,186 +2%
BFA
20
Beaumont Financial Advisors
Massachusetts
$2.71M -$59.8K -3,792 -2%
Two Sigma Investments
21
Two Sigma Investments
New York
$2.65M +$760K +48,180 +39%
GC
22
Gillson Capital
Illinois
$2.23M -$2.14M -135,406 -48%
TYCC
23
Texas Yale Capital Corp
Florida
$2.05M +$57.7K +3,660 +3%
AM
24
Ares Management
California
$1.86M +$1.92M +121,426 New
Citadel Advisors
25
Citadel Advisors
Florida
$1.75M -$1.43M -90,819 -44%

BCSF Hedge Fund Activity: Q2 2021 in Review

94 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Bain Capital Specialty (BCSF) for Q2 2021, worth a combined $494M — down 1.3% from $500M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of BCSF and 12 opened new positions — a net loss of 1 holder — while 31 trimmed existing stakes and 33 added.

The largest buyer was Bank of America, adding an estimated $4.04M. The largest seller was Employees Retirement System of Texas, cutting an estimated $20.3M.

  • 94 institutional investors held Bain Capital Specialty (BCSF) as of Q2 2021, down from 95 in Q1 2021.
  • Funds reported $494M of Bain Capital Specialty stock for Q2 2021, down 1.3% quarter-over-quarter.
  • 12 funds opened new Bain Capital Specialty positions in Q2 2021 and 13 closed out, a net change of -1 holder.
  • The largest Bain Capital Specialty buyer in Q2 2021 was Bank of America, an estimated $4.04M added.
  • The largest Bain Capital Specialty seller in Q2 2021 was Employees Retirement System of Texas, an estimated $20.3M sold.

Based on aggregated 13F filings for Q2 2021.