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KBDC

Kayne Anderson BDC
KBDC

93 hedge funds and large institutions have $505M invested in Kayne Anderson BDC in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

7% more funds holding

Funds holding: 87 → 93 (+6)

0.66% more ownership

Funds ownership: 54.24% → 54.9% (+0.66%)

0% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 23

5% less capital invested

Capital invested by funds: $532M → $505M (-$27.1M)

40% less funds holding in top 10

Funds holding in top 10: 5 → 3 (-2)

Holders
93
Holders Change
+6
Holders Change %
+6.9%
% of All Funds
1.14%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
19
Increased
23
Reduced
23
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KCM
Kennedy Capital Management
Missouri
+$5.51M
2
Russell Investments Group
Russell Investments Group
United Kingdom
+$5.04M
3
AFG
American Financial Group
Ohio
+$2.9M
4
Jane Street
Jane Street
New York
+$2.67M
5
Bank of America
Bank of America
North Carolina
+$2.03M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$6.13M
2
SMA
Sage Mountain Advisors
Georgia
-$5.35M
3
Pathstone Holdings
Pathstone Holdings
New Jersey
-$3.31M
4
Millennium Management
Millennium Management
New York
-$3.26M
5
VanEck Associates
VanEck Associates
New York
-$3.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
51
NewEdge Advisors
Louisiana
$289K – – –
AAA
52
Adams Asset Advisors
Texas
$279K – – –
PWM
53
Platt Wealth Management
California
$275K +$110K +7,840 +64%
BC
54
Birchview Capital
Vermont
$274K – – –
WFMPM
55
Woodley Farra Manion Portfolio Management
Indiana
$260K – – –
DTL
56
Dynamic Technology Lab
Singapore
$252K -$243K -17,283 -48%
CW
57
CreativeOne Wealth
Kansas
$246K – – –
ZIM
58
Zacks Investment Management
Illinois
$246K – – –
SIA
59
SGL Investment Advisors
Montana
$231K – – –
T. Rowe Price Associates
60
T. Rowe Price Associates
Maryland
$222K -$97.3K -6,911 -30%
GIC
61
Generali Investments CEE
Czech Republic
$217K – – –
SFG
62
SNS Financial Group
Minnesota
$211K – – –
CCG
63
Catalina Capital Group
California
$211K – – –
Invesco
64
Invesco
Georgia
$211K -$566K -40,202 -72%
VC
65
Veery Capital
Delaware
$204K – – –
MM
66
MQS Management
New York
$204K +$210K +14,896 New
D.E. Shaw & Co
67
D.E. Shaw & Co
New York
$202K +$207K +14,689 New
CSP
68
Cary Street Partners
Virginia
$199K +$204K +14,480 New
MFG
69
Magnus Financial Group
New York
$181K +$186K +13,225 New
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$178K – – –
BHCM
71
Brevan Howard Capital Management
Jersey
$171K +$175K +12,433 New
ACP
72
Arcus Capital Partners
Georgia
$170K – – –
VFA
73
Valeo Financial Advisors
Indiana
$166K – – –
BL
74
Balentine LLC
Georgia
$164K – – –
TH
75
TCTC Holdings
Texas
$164K – – –
1 2
3
4 5

KBDC Hedge Fund Activity: Q1 2026 in Review

93 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Kayne Anderson BDC (KBDC) for Q1 2026, worth a combined $505M — down 5.1% from $532M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new KBDC positions and 12 closed out — a net gain of 7 holders — while 23 added to existing stakes and 23 trimmed.

The largest buyer was Kennedy Capital Management, opening a new position worth an estimated $5.51M. The largest seller was Corient Private Wealth, cutting an estimated $6.13M.

  • 93 institutional investors held Kayne Anderson BDC (KBDC) as of Q1 2026, up from 87 in Q4 2025.
  • Funds reported $505M of Kayne Anderson BDC stock for Q1 2026, down 5.1% quarter-over-quarter.
  • 19 funds opened new Kayne Anderson BDC positions in Q1 2026 and 12 closed out, a net change of +7 holders.
  • The largest Kayne Anderson BDC buyer in Q1 2026 was Kennedy Capital Management, an estimated $5.51M added.
  • The largest Kayne Anderson BDC seller in Q1 2026 was Corient Private Wealth, an estimated $6.13M sold.

Based on aggregated 13F filings for Q1 2026.