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KBDC

Kayne Anderson BDC

93 hedge funds and large institutions have $505M invested in Kayne Anderson BDC in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

7% more funds holding

Funds holding: 8793 (+6)

0.66% more ownership

Funds ownership: 54.24%54.9% (+0.66%)

0% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 23

5% less capital invested

Capital invested by funds: $532M → $505M (-$27.1M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
93
Holders Change
+6
Holders Change %
+6.9%
% of All Funds
1.14%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
19
Increased
23
Reduced
23
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KI
1
Koch Inc
Kansas
$167M -$14 -1 -0%
SOMRS
2
State of Michigan Retirement System
Michigan
$90.1M
Bank of America
3
Bank of America
North Carolina
$76.4M +$2.03M +143,854 +3%
HC
4
HF Capital
Tennessee
$32.2M -$37.5K -2,661 -0.1%
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$15.3M -$3.31M -235,161 -17%
Franklin Resources
6
Franklin Resources
California
$10.3M +$1.8M +127,548 +20%
UBS Group
7
UBS Group
Switzerland
$8.88M +$996K +70,676 +12%
RCM
8
Requisite Capital Management
Texas
$8.55M -$996K -70,714 -10%
VanEck Associates
9
VanEck Associates
New York
$8.21M -$3.18M -225,861 -27%
Russell Investments Group
10
Russell Investments Group
United Kingdom
$7.57M +$5.04M +357,643 +184%
Morgan Stanley
11
Morgan Stanley
New York
$6.28M +$811K +57,604 +14%
SMA
12
Sage Mountain Advisors
Georgia
$5.74M -$5.35M -380,054 -48%
KCM
13
Kennedy Capital Management
Missouri
$5.37M +$5.51M +391,133 New
Corient Private Wealth
14
Corient Private Wealth
Florida
$4.75M -$6.13M -435,054 -54%
CCM
15
Callodine Capital Management
Massachusetts
$4M -$1.52M -108,259 -27%
AWM
16
Activest Wealth Management
Florida
$3.39M +$543K +38,570 +19%
BlackRock
17
BlackRock
New York
$3.31M -$2.93M -208,236 -46%
HWM
18
HB Wealth Management
Georgia
$3.23M +$246K +17,469 +8%
Wells Fargo
19
Wells Fargo
California
$3.11M +$403K +28,607 +14%
AFG
20
American Financial Group
Ohio
$2.82M +$2.9M +205,903 New
AAA
21
AG Asset Advisory
California
$2.79M
Jane Street
22
Jane Street
New York
$2.6M +$2.67M +189,715 New
CWM
23
Centric Wealth Management
Illinois
$2M -$86.4K -6,133 -4%
Renaissance Technologies
24
Renaissance Technologies
New York
$1.99M +$1.03M +73,322 +102%
HF
25
HRT Financial
New York
$1.68M +$1.72M +122,380 New