BBDC Institutional Ownership
Barings BDC, Inc.
1W: -0.3%
1M: -5.2%
3M: +1.3%
YTD: -6.5%
1Y: +3.0%
3Y: +28.0%
5Y: +25.4%
$8.63
-0.07 (-0.80%)
Weekly Expected Move ±2.4%
$8
$8
$9
$9
$9
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Institutional Ownership — BBDC
232
Institutional Holders
-11 vs prior quarter
0.0%
Ownership
+0.00pp
$420M
Total Invested
27
New Positions
73
Increased
88
Reduced
30
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (261 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BARINGS LLC | 13,639,681 | $$118M | — | +0.0% | 29Q | SEC ↗ |
| 2 | PRIVATE MANAGEMENT GROUP INC | 4,779,724 | $$41M | +479,536 | +11.2% | 16Q | SEC ↗ |
| 3 | ARES MANAGEMENT LLC | 4,164,327 | $$36M | +534,151 | +14.7% | 32Q | SEC ↗ |
| 4 | Cresset Asset Management, LLC | 2,545,273 | $$22M | +220,943 | +9.5% | 7Q | SEC ↗ |
| 5 | VAN ECK ASSOCIATES CORP | 2,309,564 | $$20M | +484,649 | +26.6% | 15Q | SEC ↗ |
| 6 | UBS Group AG | 2,105,638 | $$18M | +522,846 | +33.0% | 32Q | SEC ↗ |
| 7 | FRANKLIN RESOURCES INC | 1,365,788 | $$12M | +395,024 | +40.7% | 9Q | SEC ↗ |
| 8 | Russell Investments Group, Ltd. | 1,234,512 | $$11M | +386,738 | +45.6% | 3Q | SEC ↗ |
| 9 | TWO SIGMA INVESTMENTS, LP | 1,129,980 | $$10M | +150,647 | +15.4% | 21Q | SEC ↗ |
| 10 | DIMENSION CAPITAL MANAGEMENT LLC | 1,020,581 | $$9M | +35,419 | +3.6% | 29Q | SEC ↗ |
| 11 | MORGAN STANLEY | 960,577 | $$8M | -37,239 | -3.7% | 32Q | SEC ↗ |
| 12 | Focus Partners Wealth | 907,615 | $$8M | -47,568 | -5.0% | 3Q | SEC ↗ |
| 13 | Legal & General Group Plc | 879,822 | $$8M | +28,845 | +3.4% | 27Q | SEC ↗ |
| 14 | WELLS FARGO & COMPANY/MN | 760,559 | $$7M | -164,863 | -17.8% | 32Q | SEC ↗ |
| 15 | Muzinich & Co., Inc. | 714,955 | $$6M | +14,496 | +2.1% | 32Q | SEC ↗ |
| 16 | BANK OF AMERICA CORP /DE | 690,777 | $$6M | +243,150 | +54.3% | 15Q | SEC ↗ |
| 17 | RAYMOND JAMES FINANCIAL INC | 682,818 | $$6M | +66,062 | +10.7% | 7Q | SEC ↗ |
| 18 | Sumitomo Mitsui Trust Group, Inc. | 577,412 | $$5M | — | +0.0% | 26Q | SEC ↗ |
| 19 | BlackRock, Inc. | 509,220 | $$4M | +15,506 | +3.1% | 8Q | SEC ↗ |
| 20 | Thrivent Financial for Lutherans | 475,834 | $$4M | +326,935 | +219.6% | 3Q | SEC ↗ |
| 21 | GCM Grosvenor Holdings, LLC NEW | 475,000 | $$4M | — | +0.0% | 1Q | SEC ↗ |
| 22 | Advisors Asset Management, Inc. | 417,051 | $$4M | +9,528 | +2.3% | 23Q | SEC ↗ |
| 23 | Bulldog Investors, LLP | 336,401 | $$3M | +1,497 | +0.4% | 5Q | SEC ↗ |
| 24 | GraniteShares Advisors LLC | 308,352 | $$3M | +40,350 | +15.1% | 3Q | SEC ↗ |
| 25 | LPL Financial LLC | 293,725 | $$3M | -6,069 | -2.0% | 21Q | SEC ↗ |
| 26 | OSAIC HOLDINGS, INC. | 293,360 | $$3M | +13,522 | +4.8% | 26Q | SEC ↗ |
| 27 | Callodine Capital Management, LP | 290,000 | $$3M | +30,000 | +11.5% | 25Q | SEC ↗ |
| 28 | Hennion & Walsh Asset Management, Inc. | 251,430 | $$2M | +44,895 | +21.7% | 22Q | SEC ↗ |
| 29 | Financial Gravity Asset Management, In | 240,300 | $$2M | +220,539 | +1116.0% | 3Q | SEC ↗ |
| 30 | Financial Gravity Companies, Inc. NEW | 224,104 | $$2M | — | +0.0% | 1Q | SEC ↗ |
| 31 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 218,811 | $$2M | +16,757 | +8.3% | 3Q | SEC ↗ |
| 32 | NEUBERGER BERMAN GROUP LLC | 207,324 | $$2M | -19,626 | -8.6% | 23Q | SEC ↗ |
| 33 | RIVERNORTH CAPITAL MANAGEMENT, LLC NEW | 205,194 | $$2M | — | +0.0% | 1Q | SEC ↗ |
| 34 | Cambridge Investment Research Advisors | 192,269 | $$2M | -3,067 | -1.6% | 20Q | SEC ↗ |
| 35 | STEEL GROVE CAPITAL ADVISORS, LLC | 152,667 | $$1M | -5,595 | -3.5% | 10Q | SEC ↗ |
| 36 | Privium Fund Management (UK) Ltd NEW | 150,500 | $$1M | — | +0.0% | 1Q | SEC ↗ |
| 37 | HighTower Advisors, LLC | 146,841 | $$1M | +1,185 | +0.8% | 21Q | SEC ↗ |
| 38 | CANADA LIFE ASSURANCE Co | 138,892 | $$1M | +24,222 | +21.1% | 27Q | SEC ↗ |
| 39 | HUB Investment Partners, LLC | 137,608 | $$1M | -24,038 | -14.9% | 2Q | SEC ↗ |
| 40 | Cliffwater LLC | 126,753 | $$1M | — | +0.0% | 29Q | SEC ↗ |
| 41 | MARSHALL WACE, LLP NEW | 122,815 | $$1M | — | +0.0% | 1Q | SEC ↗ |
| 42 | Invesco Ltd. | 110,976 | $$958K | +247 | +0.2% | 11Q | SEC ↗ |
| 43 | Balyasny Asset Management L.P. | 109,880 | $$948K | +31,128 | +39.5% | 2Q | SEC ↗ |
| 44 | SageGuard Financial Group, LLC | 105,864 | $$914K | -2,253 | -2.1% | 3Q | SEC ↗ |
| 45 | SAXON INTERESTS, INC. | 105,056 | $$907K | +13,547 | +14.8% | 3Q | SEC ↗ |
| 46 | CITADEL ADVISORS LLC NEW | 103,326 | $$892K | — | +0.0% | 1Q | SEC ↗ |
| 47 | &PARTNERS | 99,610 | $$860K | -1,800 | -1.8% | 11Q | SEC ↗ |
| 48 | BLAIR WILLIAM & CO/IL | 98,833 | $$853K | +84,000 | +566.3% | 2Q | SEC ↗ |
| 49 | Diameter Capital Partners LP | 96,589 | $$834K | -1,375,211 | -93.4% | 3Q | SEC ↗ |
| 50 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 93,664 | $$808K | +4,143 | +4.6% | 9Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| GCM Grosvenor Holdings, LLC | 475,000 | $$4M |
| Financial Gravity Companies, Inc. | 224,104 | $$2M |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 205,194 | $$2M |
| Privium Fund Management (UK) Ltd | 150,500 | $$1M |
| MARSHALL WACE, LLP | 122,815 | $$1M |
| CITADEL ADVISORS LLC | 103,326 | $$892K |
| FreeGulliver LLC | 74,409 | $$642K |
| Virtu Financial LLC | 22,646 | $$195K |
| VARCOV Co. | 20,215 | $$174K |
| TIAA TRUST, NATIONAL ASSOCIATION | 14,727 | $$127K |
| Global Retirement Partners, LLC | 13,402 | $$116K |
| RFG Advisory, LLC | 12,738 | $$110K |
| First Affirmative Financial Network | 12,658 | $$109K |
| INTERNATIONAL ASSETS INVESTMENT MAN | 12,545 | $$108K |
| Jain Global LLC | 11,500 | $$99K |
| BIP Wealth, LLC | 11,256 | $$97K |
| Security National Bank | 6,481 | $$56K |
| MeadowBrook Investment Advisors LLC | 6,165 | $$53K |
| Quantbot Technologies LP | 4,123 | $$36K |
| Quantum Portfolio Management LLC | 4,060 | $$35K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Skandinaviska Enskilda Banken AB (p | 239,440 | $$2M |
| Lansforsakringar Fondforvaltning AB | 185,152 | $$2M |
| Nilsine Partners, LLC | 89,451 | $$772K |
| Dynamic Technology Lab Private Ltd | 76,271 | $$658K |
| Schonfeld Strategic Advisors LLC | 57,012 | $$492K |
| MILLENNIUM MANAGEMENT LLC | 49,828 | $$430K |
| HighPoint Advisor Group LLC | 49,017 | $$423K |
| Jump Financial, LLC | 46,474 | $$401K |
| Y-Intercept (Hong Kong) Ltd | 44,812 | $$387K |
| JANE STREET GROUP, LLC | 41,020 | $$354K |
| Arete Wealth Advisors, LLC | 40,921 | $$353K |
| Verition Fund Management LLC | 38,600 | $$333K |
| OneDigital Investment Advisors LLC | 35,712 | $$308K |
| Massar Capital Management, LP | 35,638 | $$308K |
| World Investment Advisors | 32,360 | $$279K |
| nVerses Capital, LLC | 31,356 | $$271K |
| SEVEN MILE ADVISORY | 26,227 | $$226K |
| Entropy Technologies, LP | 25,647 | $$221K |
| Kingstone Capital Partners Texas, L | 25,120 | $$217K |
| Private Advisor Group, LLC | 23,257 | $$201K |