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KBDC

Kayne Anderson BDC

20 hedge funds and large institutions have $23.7M invested in Kayne Anderson BDC in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

25% more funds holding

Funds holding: 1620 (+4)

7% more capital invested

Capital invested by funds: $22.2M → $23.7M (+$1.52M)

0.1% more ownership

Funds ownership: 1.96%2.06% (+0.1%)

Holders
20
Holders Change
+4
Holders Change %
+25%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
7
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Alyeska Investment Group
1
Alyeska Investment Group
Illinois
$7.68M
CCM
2
Callodine Capital Management
Massachusetts
$5.52M +$1.46M +90,478 +36%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.99M
CIM
4
Confluence Investment Management
Missouri
$1.68M +$222K +13,788 +15%
UBS Group
5
UBS Group
Switzerland
$1.31M +$473K +29,320 +57%
Franklin Resources
6
Franklin Resources
California
$1.03M +$182K +11,289 +21%
Teacher Retirement System of Texas
7
Teacher Retirement System of Texas
Texas
$854K -$440K -27,304 -34%
Citadel Advisors
8
Citadel Advisors
Florida
$751K -$283K -17,582 -28%
Millennium Management
9
Millennium Management
New York
$613K -$310K -19,228 -34%
Brown Advisory
10
Brown Advisory
Maryland
$582K
Morgan Stanley
11
Morgan Stanley
New York
$516K +$479K +29,710 +1,382%
Bank of America
12
Bank of America
North Carolina
$373K +$178K +11,042 +92%
Renaissance Technologies
13
Renaissance Technologies
New York
$344K +$342K +21,200 New
Marshall Wace
14
Marshall Wace
United Kingdom
$223K +$222K +13,758 New
Wells Fargo
15
Wells Fargo
California
$140K +$139K +8,649 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$47K +$37.9K +2,350 +405%
BNP Paribas Financial Markets
17
BNP Paribas Financial Markets
France
$44.1K +$43.9K +2,722 New
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$32K +$32.8K +2,032 New
Citigroup
19
Citigroup
New York
$4.21K +$4.19K +260 New
AWM
20
Avior Wealth Management
Nebraska
$1.99K +$1.98K +123 New
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
-$860K -53,949 Closed
MIM
22
Monashee Investment Management
Massachusetts
-$718K -45,000 Closed
CA
23
CoreCap Advisors
Michigan
-$15.9K -1,000 Closed

KBDC Hedge Fund Activity: Q3 2024 in Review

20 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Kayne Anderson BDC (KBDC) for Q3 2024, worth a combined $23.7M — up 6.9% from $22.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new KBDC positions and 3 closed out — a net gain of 4 holders — while 7 added to existing stakes and 3 trimmed.

The largest buyer was Callodine Capital Management, adding an estimated $1.46M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $860K sold.

  • 20 institutional investors held Kayne Anderson BDC (KBDC) as of Q3 2024, up from 16 in Q2 2024.
  • Funds reported $23.7M of Kayne Anderson BDC stock for Q3 2024, up 6.9% quarter-over-quarter.
  • 7 funds opened new Kayne Anderson BDC positions in Q3 2024 and 3 closed out, a net change of +4 holders.
  • The largest Kayne Anderson BDC buyer in Q3 2024 was Callodine Capital Management, an estimated $1.46M added.
  • The largest Kayne Anderson BDC seller in Q3 2024 was Balyasny Asset Management, an estimated $860K sold.

Based on aggregated 13F filings for Q3 2024.