KBDC

Kayne Anderson BDC
KBDC

Overview Fund Activity

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.

Holders
62
Holders Change
+15
Holders Change %
+31.91%
% of All Funds
0.84%
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

1
Bank of America
1
Bank of America
North Carolina
$26.6M
2
SMA
2
Sage Mountain Advisors
Georgia
$8.78M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$9.78M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$6.29M
5
KWM
5
Keebeck Wealth Management
Illinois
$3.71M

Top Sellers

1
Alyeska Investment Group
1
Alyeska Investment Group
Illinois
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$339K
3
Marshall Wace
3
Marshall Wace
United Kingdom
$0
4
VF
4
Virtu Financial
New York
$0
5
Millennium Management
5
Millennium Management
New York
$819K
Name Market Value Shares Shares
Change 		Shares
Change %
Raymond James Financial
51
Raymond James Financial
Florida
$172K 10,624 +10,624 New
MFIM
52
Mesirow Financial Investment Management
Illinois
$168K 10,343 +10,343 New
GVCM
53
Global View Capital Management
Wisconsin
$167K 10,312 +10,312 New
SIA
54
SGL Investment Advisors
Montana
$165K 10,532 +10,532 New
BlackRock
55
BlackRock
New York
$151K 9,285 -76 -0.8%
Osaic Holdings
56
Osaic Holdings
Arizona
$97.4K 6,007 +1,007 +20%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$89K 5,500 +2,796 +103%
CIBC Private Wealth Group
58
CIBC Private Wealth Group
Georgia
$81.3K 5,564 +2,782 +100%
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$79.4K 4,895 +4,895 New
Citigroup
60
Citigroup
New York
$64.1K 3,951 +380 +11%
SNB
61
Security National Bank
Nebraska
$22.3K 1,376 +1,376 New
PD
62
Point72 (DIFC)
United Arab Emirates
$860 53 – –
Alyeska Investment Group
63
Alyeska Investment Group
Illinois
– – -473,989 Closed
Marshall Wace
64
Marshall Wace
United Kingdom
– – -18,117 Closed
VF
65
Virtu Financial
New York
– – -11,893 Closed
PWM
66
Perigon Wealth Management
California
– – -10,141 Closed
TRCT
67
Tower Research Capital (TRC)
New York
– – -539 Closed
National Bank of Canada
68
National Bank of Canada
Quebec, Canada
– – -142 Closed
BBHC
69
Brown Brothers Harriman & Co
New York
– – -7 Closed
CFGS
70
Concourse Financial Group Securities
Alabama
– – – –
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3