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Bain Capital Specialty

135 hedge funds and large institutions have $493M invested in Bain Capital Specialty in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 50 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

296% more call options, than puts

Call options by funds: $3.13M | Put options by funds: $791K

123% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 13

35% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 37

8% more funds holding

Funds holding: 125135 (+10)

0.86% less ownership

Funds ownership: 51.54%50.68% (-0.86%)

3% less capital invested

Capital invested by funds: $509M → $493M (-$16.1M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
135
Holders Change
+10
Holders Change %
+8%
% of All Funds
1.97%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
29
Increased
50
Reduced
37
Closed
13
Calls
$3.13M
Puts
$791K
Net Calls
+$2.34M
Net Calls Change
-$580K

BCSF Hedge Fund Activity: Q4 2023 in Review

135 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Bain Capital Specialty (BCSF) for Q4 2023, worth a combined $493M — down 3.2% from $509M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new BCSF positions and 13 closed out — a net gain of 16 holders — while 50 added to existing stakes and 37 trimmed.

The largest buyer was Millennium Management, adding an estimated $2.34M. The largest seller was Invesco, exiting entirely with an estimated $10.4M sold.

  • 135 institutional investors held Bain Capital Specialty (BCSF) as of Q4 2023, up from 125 in Q3 2023.
  • Funds reported $493M of Bain Capital Specialty stock for Q4 2023, down 3.2% quarter-over-quarter.
  • 29 funds opened new Bain Capital Specialty positions in Q4 2023 and 13 closed out, a net change of +16 holders.
  • The largest Bain Capital Specialty buyer in Q4 2023 was Millennium Management, an estimated $2.34M added.
  • The largest Bain Capital Specialty seller in Q4 2023 was Invesco, an estimated $10.4M sold.

Based on aggregated 13F filings for Q4 2023.