KBDC Institutional Ownership
Kayne Anderson BDC, Inc.
1W: +3.1%
1M: +1.7%
3M: -5.0%
YTD: -10.1%
1Y: -9.6%
$12.84
+0.15 (+1.18%)
After Hours: $13.16 (+0.32, +2.53%)
Weekly Expected Move ±2.5%
$12
$12
$13
$13
$13
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — KBDC
108
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
$432M
Total Invested
17
New Positions
33
Increased
36
Reduced
16
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (31 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | STATE OF MICHIGAN RETIREMENT SYSTEM NEW | 6,566,762 | $84M | +6,566,762 | — | 1Q | SEC ↗ |
| 2 | Pathstone Holdings, LLC NEW | 1,063,041 | $14M | +1,063,041 | — | 1Q | SEC ↗ |
| 3 | Columbus Macro, LLC | 647,693 | $8M | +36,957 | +6.1% | 2Q | SEC ↗ |
| 4 | ENVESTNET ASSET MANAGEMENT INC NEW | 608,963 | $8M | +608,963 | — | 1Q | SEC ↗ |
| 5 | HB Wealth Management, LLC | 280,189 | $4M | +44,848 | +19.1% | 2Q | SEC ↗ |
| 6 | RENAISSANCE TECHNOLOGIES LLC NEW | 250,829 | $3M | +250,829 | — | 1Q | SEC ↗ |
| 7 | WELLS FARGO & COMPANY/MN NEW | 226,400 | $3M | +226,400 | — | 1Q | SEC ↗ |
| 8 | Corient Private Wealth LP NEW | 183,877 | $2M | +183,877 | — | 1Q | SEC ↗ |
| 9 | Activest Wealth Management | 149,137 | $2M | — | +0.0% | 2Q | SEC ↗ |
| 10 | CITADEL ADVISORS LLC NEW | 129,630 | $2M | +129,630 | — | 1Q | SEC ↗ |
| 11 | DBA TRADING, LLC NEW | 121,998 | $2M | +121,998 | — | 1Q | SEC ↗ |
| 12 | Adams Asset Advisors, LLC NEW | 101,428 | $1M | +101,428 | — | 1Q | SEC ↗ |
| 13 | Hennion & Walsh Asset Management, Inc. NEW | 99,755 | $1M | +99,755 | — | 1Q | SEC ↗ |
| 14 | STATE STREET CORP NEW | 97,936 | $1M | +97,936 | — | 1Q | SEC ↗ |
| 15 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 76,898 | $987K | -22,880 | -22.9% | 3Q | SEC ↗ |
| 16 | Accredited Investors Inc. | 50,898 | $654K | — | +0.0% | 2Q | SEC ↗ |
| 17 | Belpointe Asset Management LLC NEW | 41,610 | $534K | +41,610 | — | 1Q | SEC ↗ |
| 18 | TCTC Holdings, LLC NEW | 29,805 | $383K | +29,805 | — | 1Q | SEC ↗ |
| 19 | EAGLE GLOBAL ADVISORS LLC NEW | 21,550 | $277K | +21,550 | — | 1Q | SEC ↗ |
| 20 | CARY STREET PARTNERS FINANCIAL LLC NEW | 16,480 | $212K | +16,480 | — | 1Q | SEC ↗ |
| 21 | Generali Investments CEE, investicni s NEW | 15,835 | $203K | +15,835 | — | 1Q | SEC ↗ |
| 22 | Veery Capital, LLC | 14,901 | $191K | — | +0.0% | 3Q | SEC ↗ |
| 23 | Balentine LLC | 11,922 | $153K | — | +0.0% | 2Q | SEC ↗ |
| 24 | Windsor Advisory Group, LLC NEW | 11,222 | $144K | +11,222 | — | 1Q | SEC ↗ |
| 25 | Baird Financial Group, Inc. NEW | 10,859 | $139K | +10,859 | — | 1Q | SEC ↗ |
| 26 | Forvis Mazars Wealth Advisors, LLC NEW | 10,504 | $135K | +10,504 | — | 1Q | SEC ↗ |
| 27 | KAVAR CAPITAL PARTNERS GROUP, LLC NEW | 10,000 | $128K | +10,000 | — | 1Q | SEC ↗ |
| 28 | Security National Bank | 4,404 | $57K | — | +0.0% | 2Q | SEC ↗ |
| 29 | Fourth Dimension Wealth, LLC NEW | 1,000 | $13K | +1,000 | — | 1Q | SEC ↗ |
| 30 | Founders Capital Management NEW | 800 | $10K | +800 | — | 1Q | SEC ↗ |
| 31 | Roxbury Financial LLC | 168 | $2K | — | +0.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| STATE OF MICHIGAN RETIREMENT SYSTEM | 6,566,762 | $84M |
| Pathstone Holdings, LLC | 1,063,041 | $14M |
| ENVESTNET ASSET MANAGEMENT INC | 608,963 | $8M |
| RENAISSANCE TECHNOLOGIES LLC | 250,829 | $3M |
| WELLS FARGO & COMPANY/MN | 226,400 | $3M |
| Corient Private Wealth LP | 183,877 | $2M |
| CITADEL ADVISORS LLC | 129,630 | $2M |
| DBA TRADING, LLC | 121,998 | $2M |
| Adams Asset Advisors, LLC | 101,428 | $1M |
| Hennion & Walsh Asset Management, I | 99,755 | $1M |
| STATE STREET CORP | 97,936 | $1M |
| Belpointe Asset Management LLC | 41,610 | $534K |
| TCTC Holdings, LLC | 29,805 | $383K |
| EAGLE GLOBAL ADVISORS LLC | 21,550 | $277K |
| CARY STREET PARTNERS FINANCIAL LLC | 16,480 | $212K |
| Generali Investments CEE, investicn | 15,835 | $203K |
| Windsor Advisory Group, LLC | 11,222 | $144K |
| Baird Financial Group, Inc. | 10,859 | $139K |
| Forvis Mazars Wealth Advisors, LLC | 10,504 | $135K |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 10,000 | $128K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| HB Wealth Management, LLC | +44,848 | +19.1% | 280,189 |
| Columbus Macro, LLC | +36,957 | +6.1% | 647,693 |
| CONFLUENCE INVESTMENT MANAGEMENT LL | +2,478 | +5.0% | 52,367 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LL | -25,358 | -50.8% | 24,531 |