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KBDC

Kayne Anderson BDC
KBDC

62 hedge funds and large institutions have $101M invested in Kayne Anderson BDC in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 28 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 8

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

51% more capital invested

Capital invested by funds: $67M → $101M (+$34.4M)

32% more funds holding

Funds holding: 47 → 62 (+15)

3.08% more ownership

Funds ownership: 5.7% → 8.77% (+3.1%)

Holders
62
Holders Change
+15
Holders Change %
+31.91%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
28
Reduced
8
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$11M
2
SMA
Sage Mountain Advisors
Georgia
+$5.71M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$5.68M
4
Renaissance Technologies
Renaissance Technologies
New York
+$4.1M
5
KWM
Keebeck Wealth Management
Illinois
+$2.27M

Top Sellers

Rank Fund Capital Flow
1
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$7.84M
2
Citadel Advisors
Citadel Advisors
Florida
-$594K
3
Marshall Wace
Marshall Wace
United Kingdom
-$300K
4
Millennium Management
Millennium Management
New York
-$203K
5
VF
Virtu Financial
New York
-$197K
Name Holding Trade Value Shares
Change 		Change in
Stake
Raymond James Financial
51
Raymond James Financial
Florida
$172K +$179K +10,624 New
MFIM
52
Mesirow Financial Investment Management
Illinois
$168K +$175K +10,343 New
GVCM
53
Global View Capital Management
Wisconsin
$167K +$174K +10,312 New
SIA
54
SGL Investment Advisors
Montana
$165K +$178K +10,532 New
BlackRock
55
BlackRock
New York
$151K -$1.28K -76 -0.8%
Osaic Holdings
56
Osaic Holdings
Arizona
$97.4K +$17K +1,007 +20%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$89K +$47.2K +2,796 +103%
CIBC Private Wealth Group
58
CIBC Private Wealth Group
Georgia
$81.3K +$47K +2,782 +100%
JP Morgan Chase
59
JP Morgan Chase
New York
$79.4K +$82.7K +4,895 New
Citigroup
60
Citigroup
New York
$64.1K +$6.42K +380 +11%
SNB
61
Security National Bank
Nebraska
$22.3K +$23.2K +1,376 New
PD
62
Point72 (DIFC)
United Arab Emirates
$860 – – –
Alyeska Investment Group
63
Alyeska Investment Group
Illinois
– -$7.84M -473,989 Closed
Marshall Wace
64
Marshall Wace
United Kingdom
– -$300K -18,117 Closed
VF
65
Virtu Financial
New York
– -$197K -11,893 Closed
PWM
66
Perigon Wealth Management
California
– -$169K -10,141 Closed
TRCT
67
Tower Research Capital (TRC)
New York
– -$8.91K -539 Closed
National Bank of Canada
68
National Bank of Canada
Quebec, Canada
– -$2.35K -142 Closed
BBHC
69
Brown Brothers Harriman & Co
New York
– -$116 -7 Closed
1 2
3

KBDC Hedge Fund Activity: Q1 2025 in Review

62 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Kayne Anderson BDC (KBDC) for Q1 2025, worth a combined $101M — up 51% from $67M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new KBDC positions and 7 closed out — a net gain of 15 holders — while 28 added to existing stakes and 8 trimmed.

The largest buyer was Bank of America, adding an estimated $11M. The largest seller was Alyeska Investment Group, exiting entirely with an estimated $7.84M sold.

  • 62 institutional investors held Kayne Anderson BDC (KBDC) as of Q1 2025, up from 47 in Q4 2024.
  • Funds reported $101M of Kayne Anderson BDC stock for Q1 2025, up 51% quarter-over-quarter.
  • 22 funds opened new Kayne Anderson BDC positions in Q1 2025 and 7 closed out, a net change of +15 holders.
  • The largest Kayne Anderson BDC buyer in Q1 2025 was Bank of America, an estimated $11M added.
  • The largest Kayne Anderson BDC seller in Q1 2025 was Alyeska Investment Group, an estimated $7.84M sold.

Based on aggregated 13F filings for Q1 2025.