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KBDC

Kayne Anderson BDC
KBDC

47 hedge funds and large institutions have $67M invested in Kayne Anderson BDC in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

675% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 4

400% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 2

182% more capital invested

Capital invested by funds: $23.7M → $67M (+$43.2M)

135% more funds holding

Funds holding: 20 → 47 (+27)

3.63% more ownership

Funds ownership: 2.06% → 5.7% (+3.6%)

Holders
47
Holders Change
+27
Holders Change %
+135%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
10
Reduced
2
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$15.9M
2
RCM
Requisite Capital Management
Texas
+$5.42M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$4.35M
4
SMA
Sage Mountain Advisors
Georgia
+$3.34M
5
Renaissance Technologies
Renaissance Technologies
New York
+$2.04M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.99M
2
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
-$854K
3
Franklin Resources
Franklin Resources
California
-$120K
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$44.1K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.71K
Name Holding Trade Value Shares
Change 		Change in
Stake
ZIG
26
Zuckerman Investment Group
Illinois
$345K +$329K +20,000 New
Marshall Wace
27
Marshall Wace
United Kingdom
$300K +$71.6K +4,359 +32%
CSS
28
Cubist Systematic Strategies
Connecticut
$245K +$243K +14,814 New
Goldman Sachs
29
Goldman Sachs
New York
$228K +$226K +13,784 New
AWM
30
Apollon Wealth Management
South Carolina
$210K +$209K +12,718 New
PC
31
Promus Capital
Illinois
$206K +$204K +12,440 New
VF
32
Virtu Financial
New York
$197K +$195K +11,893 New
AI
33
Accredited Investors
Minnesota
$196K +$194K +11,824 New
Cerity Partners
34
Cerity Partners
New York
$170K +$165K +10,032 New
PWM
35
Perigon Wealth Management
California
$169K +$167K +10,141 New
BW
36
BIP Wealth
Georgia
$168K +$167K +10,141 New
BlackRock
37
BlackRock
New York
$155K +$154K +9,361 New
Wells Fargo
38
Wells Fargo
California
$143K – – –
Osaic Holdings
39
Osaic Holdings
Arizona
$82.7K +$82.1K +5,000 New
Citigroup
40
Citigroup
New York
$59.1K +$54.4K +3,311 +1,273%
CIBC Private Wealth Group
41
CIBC Private Wealth Group
Georgia
$46.5K +$45.7K +2,782 New
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$45K -$3.71K -226 -8%
Acadian Asset Management
43
Acadian Asset Management
Massachusetts
$40K +$6.79K +413 +20%
TRCT
44
Tower Research Capital (TRC)
New York
$8.91K +$8.86K +539 New
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$2.35K +$2.33K +142 New
PD
46
Point72 (DIFC)
United Arab Emirates
$877 +$871 +53 New
BBHC
47
Brown Brothers Harriman & Co
New York
$116 +$115 +7 New
Fidelity Investments
48
Fidelity Investments
Massachusetts
– -$1.99M -122,500 Closed
Teacher Retirement System of Texas
49
Teacher Retirement System of Texas
Texas
– -$854K -52,696 Closed
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
– -$44.1K -2,722 Closed
1
2
3

KBDC Hedge Fund Activity: Q4 2024 in Review

47 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Kayne Anderson BDC (KBDC) for Q4 2024, worth a combined $67M — up 182% from $23.7M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new KBDC positions and 4 closed out — a net gain of 27 holders — while 10 added to existing stakes and 2 trimmed.

The largest buyer was Bank of America, adding an estimated $15.9M. The largest seller was Fidelity Investments, exiting entirely with an estimated $1.99M sold.

  • 47 institutional investors held Kayne Anderson BDC (KBDC) as of Q4 2024, up from 20 in Q3 2024.
  • Funds reported $67M of Kayne Anderson BDC stock for Q4 2024, up 182% quarter-over-quarter.
  • 31 funds opened new Kayne Anderson BDC positions in Q4 2024 and 4 closed out, a net change of +27 holders.
  • The largest Kayne Anderson BDC buyer in Q4 2024 was Bank of America, an estimated $15.9M added.
  • The largest Kayne Anderson BDC seller in Q4 2024 was Fidelity Investments, an estimated $1.99M sold.

Based on aggregated 13F filings for Q4 2024.