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Bain Capital Specialty

97 hedge funds and large institutions have $468M invested in Bain Capital Specialty in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 20

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

3% more funds holding

Funds holding: 9497 (+3)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.18% less ownership

Funds ownership: 50.01%48.83% (-1.2%)

5% less capital invested

Capital invested by funds: $494M → $468M (-$25.9M)

100% less call options, than puts

Call options by funds: $6K | Put options by funds: $5.18M

Holders
97
Holders Change
+3
Holders Change %
+3.19%
% of All Funds
1.7%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
16
Increased
41
Reduced
20
Closed
12
Calls
$6K
Puts
$5.18M
Net Calls
-$5.18M
Net Calls Change
-$4.67M
Name Holding Trade Value Shares
Change
Change in
Stake
BCC
1
Bain Capital Credit
Massachusetts
$175M
DCM
2
Dimension Capital Management
Florida
$68.8M +$28.9K +1,900 +0%
ERSOT
3
Employees Retirement System of Texas
Texas
$31.1M
UBS Group
4
UBS Group
Switzerland
$26.4M -$3.08M -202,475 -10%
Bank of America
5
Bank of America
North Carolina
$25.8M +$2.36M +155,322 +10%
Invesco
6
Invesco
Georgia
$15.6M +$685K +45,095 +4%
SIC
7
Starr International Company
Switzerland
$11.8M +$147K +9,653 +1%
VanEck Associates
8
VanEck Associates
New York
$9.96M -$1.57M -102,999 -13%
Morgan Stanley
9
Morgan Stanley
New York
$9.56M +$1.35M +88,894 +16%
CVSCT
10
C.V. Starr & Co Trust
New York
$6.52M +$147K +9,653 +2%
MC
11
Muzinich & Co
New York
$5.87M +$373K +24,562 +7%
Sumitomo Mitsui Trust Group
12
Sumitomo Mitsui Trust Group
Japan
$5.75M +$277K +18,242 +5%
BlackRock
13
BlackRock
New York
$5.38M +$388K +25,502 +8%
HAC
14
Harbor Advisory Corp
New Hampshire
$5.18M +$2.01M +131,993 +61%
SC
15
Sierra Capital
Florida
$3.59M +$35.9K +2,362 +1%
GF
16
Gries Financial
Ohio
$3.35M +$3.43M +225,692 New
Two Sigma Advisers
17
Two Sigma Advisers
New York
$2.99M +$48.6K +3,200 +2%
CCM
18
Callodine Capital Management
Massachusetts
$2.97M +$1.37M +89,846 +82%
Two Sigma Investments
19
Two Sigma Investments
New York
$2.76M +$196K +12,882 +7%
BFA
20
Beaumont Financial Advisors
Massachusetts
$2.65M +$24.4K +1,607 +0.9%
HWAM
21
Hennion & Walsh Asset Management
New Jersey
$2.49M +$839K +55,170 +49%
KAS
22
Kestra Advisory Services
Texas
$2.19M -$710K -46,740 -24%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$2.13M -$13.2M -866,830 -86%
TYCC
24
Texas Yale Capital Corp
Florida
$2.07M +$79.9K +5,260 +4%
LSAG
25
Lake Street Advisors Group
New Hampshire
$2.05M +$2.1M +137,992 New

BCSF Hedge Fund Activity: Q3 2021 in Review

97 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Bain Capital Specialty (BCSF) for Q3 2021, worth a combined $468M — down 5.2% from $494M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BCSF positions and 12 closed out — a net gain of 4 holders — while 41 added to existing stakes and 20 trimmed.

The largest buyer was Gries Financial, opening a new position worth an estimated $3.43M. The largest seller was Arrowstreet Capital, cutting an estimated $13.2M.

  • 97 institutional investors held Bain Capital Specialty (BCSF) as of Q3 2021, up from 94 in Q2 2021.
  • Funds reported $468M of Bain Capital Specialty stock for Q3 2021, down 5.2% quarter-over-quarter.
  • 16 funds opened new Bain Capital Specialty positions in Q3 2021 and 12 closed out, a net change of +4 holders.
  • The largest Bain Capital Specialty buyer in Q3 2021 was Gries Financial, an estimated $3.43M added.
  • The largest Bain Capital Specialty seller in Q3 2021 was Arrowstreet Capital, an estimated $13.2M sold.

Based on aggregated 13F filings for Q3 2021.