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 %
Bank of America
1
Bank of America
North Carolina
$26.6M 1,641,070 +652,062 +66%
Corient Private Wealth
2
Corient Private Wealth
Florida
$9.78M 600,526 +335,977 +127%
SMA
3
Sage Mountain Advisors
Georgia
$8.78M 541,109 +338,043 +166%
Renaissance Technologies
4
Renaissance Technologies
New York
$6.29M 387,700 +242,600 +167%
RCM
5
Requisite Capital Management
Texas
$6.08M 365,783 +35,843 +11%
CCM
6
Callodine Capital Management
Massachusetts
$5.48M 337,730 -2,805 -0.8%
KWM
7
Keebeck Wealth Management
Illinois
$3.71M 228,518 +134,130 +142%
HWM
8
HB Wealth Management
Georgia
$2.8M 172,445 +76,250 +79%
UBS Group
9
UBS Group
Switzerland
$2.3M 141,680 -2,416 -2%
CWM
10
Centric Wealth Management
Illinois
$2.23M 137,620 +66,350 +93%
CIM
11
Confluence Investment Management
Missouri
$1.79M 110,635 +678 +0.6%
STA
12
Summit Trail Advisors
New York
$1.77M 106,310 +53,155 +100%
SW
13
SlateStone Wealth
Florida
$1.67M 103,052 +46,997 +84%
Morgan Stanley
14
Morgan Stanley
New York
$1.67M 102,869 +34,633 +51%
Pathstone Holdings
15
Pathstone Holdings
New Jersey
$1.66M 102,446 +51,223 +100%
MCM
16
MAI Capital Management
Ohio
$1.42M 87,755 +87,755 New
EPM
17
Equitec Proprietary Markets
Illinois
$1.32M 81,332 +81,332 New
Franklin Resources
18
Franklin Resources
California
$1.27M 78,020 +20,665 +36%
Cerity Partners
19
Cerity Partners
New York
$1.19M 73,073 +63,041 +628%
CAM
20
Cresset Asset Management
Illinois
$1.04M 62,360 +62,360 New
Millennium Management
21
Millennium Management
New York
$819K 50,469 -12,031 -19%
HF
22
HRT Financial
New York
$688K 42,421 +15,061 +55%
AIA
23
Accelerate Investment Advisors
California
$678K 41,828 +41,828 New
MFG
24
Magnus Financial Group
New York
$637K 39,261 +9,684 +33%
Invesco
25
Invesco
Georgia
$635K 39,147 -3,921 -9%
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