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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
Bank of America
1
Bank of America
North Carolina
$26.6M +$11M +652,062 +66%
Corient Private Wealth
2
Corient Private Wealth
Florida
$9.78M +$5.68M +335,977 +127%
SMA
3
Sage Mountain Advisors
Georgia
$8.78M +$5.71M +338,043 +166%
Renaissance Technologies
4
Renaissance Technologies
New York
$6.29M +$4.1M +242,600 +167%
RCM
5
Requisite Capital Management
Texas
$6.08M +$606K +35,843 +11%
CCM
6
Callodine Capital Management
Massachusetts
$5.48M -$47.4K -2,805 -0.8%
KWM
7
Keebeck Wealth Management
Illinois
$3.71M +$2.27M +134,130 +142%
HWM
8
HB Wealth Management
Georgia
$2.8M +$1.29M +76,250 +79%
UBS Group
9
UBS Group
Switzerland
$2.3M -$40.8K -2,416 -2%
CWM
10
Centric Wealth Management
Illinois
$2.23M +$1.12M +66,350 +93%
CIM
11
Confluence Investment Management
Missouri
$1.79M +$11.5K +678 +0.6%
STA
12
Summit Trail Advisors
New York
$1.77M +$898K +53,155 +100%
SW
13
SlateStone Wealth
Florida
$1.67M +$794K +46,997 +84%
Morgan Stanley
14
Morgan Stanley
New York
$1.67M +$585K +34,633 +51%
Pathstone Holdings
15
Pathstone Holdings
New Jersey
$1.66M +$865K +51,223 +100%
MCM
16
MAI Capital Management
Ohio
$1.42M +$1.48M +87,755 New
EPM
17
Equitec Proprietary Markets
Illinois
$1.32M +$1.37M +81,332 New
Franklin Resources
18
Franklin Resources
California
$1.27M +$349K +20,665 +36%
Cerity Partners
19
Cerity Partners
New York
$1.19M +$1.07M +63,041 +628%
CAM
20
Cresset Asset Management
Illinois
$1.04M +$1.05M +62,360 New
Millennium Management
21
Millennium Management
New York
$819K -$203K -12,031 -19%
HF
22
HRT Financial
New York
$688K +$254K +15,061 +55%
AIA
23
Accelerate Investment Advisors
California
$678K +$707K +41,828 New
MFG
24
Magnus Financial Group
New York
$637K +$164K +9,684 +33%
Invesco
25
Invesco
Georgia
$635K -$66.2K -3,921 -9%
1
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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.