Barings BDC, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BARINGS LLC | 11/13/2024 | 13.64 M | $133.67 M | 0.00% | 12.90% |
| ARES MANAGEMENT LLC | 11/14/2024 | 3.61 M | $35.35 M | -9.58% | 3.41% |
| PRIVATE MANAGEMENT GROUP INC | 10/29/2024 | 3.00 M | $29.41 M | -0.48% | 2.84% |
| VAN ECK ASSOCIATES CORP | 10/29/2024 | 2.27 M | $22.13 M | 6.05% | 2.15% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 11/14/2024 | 1.26 M | $12.34 M | -0.19% | 1.19% |
| INVESCO LTD. | 11/12/2024 | 1.15 M | $11.28 M | 12.53% | 1.09% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 10/18/2024 | 1.11 M | $10.87 M | 32.19% | 1.05% |
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 11/15/2024 | 1.08 M | $10.55 M | 100.00% | 1.02% |
| TWO SIGMA ADVISERS, LP | 11/14/2024 | 1.00 M | $9.83 M | -22.83% | 0.95% |
| UBS GROUP AG | 11/14/2024 | 836,659 | $8.20 M | -26.00% | 0.79% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 756,880 | $7.42 M | -11.69% | 0.72% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 748,175 | $7.33 M | -25.08% | 0.71% |
| HARBOR CAPITAL ADVISORS, INC. | 10/29/2024 | 740,559 | $7.26 M | 148.56% | 0.70% |
| NICOLA WEALTH MANAGEMENT LTD. | 11/06/2024 | 614,000 | $8.14 M | 0.00% | 0.58% |
| MORGAN STANLEY | 11/14/2024 | 605,389 | $5.93 M | 18.38% | 0.57% |
| DIMENSION CAPITAL MANAGEMENT LLC | 11/14/2024 | 605,175 | $5.93 M | 0.20% | 0.57% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 587,173 | $5.75 M | -10.08% | 0.56% |
| CALLODINE CAPITAL MANAGEMENT, LP | 11/13/2024 | 553,270 | $5.42 M | -43.33% | 0.52% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 10/22/2024 | 538,094 | $5.27 M | -6.64% | 0.51% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 10/31/2024 | 515,354 | $5.05 M | 1.16% | 0.49% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 476,265 | $4.67 M | 100.00% | 0.45% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 380,683 | $3.73 M | -10.09% | 0.36% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/08/2024 | 350,659 | $3.44 M | 8.15% | 0.33% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 339,523 | $3.33 M | -7.76% | 0.32% |
| NEUBERGER BERMAN GROUP LLC | 11/14/2024 | 324,419 | $3.18 M | -26.99% | 0.31% |
| FRANKLIN RESOURCES INC | 11/27/2024 | 322,954 | $3.14 M | 38.87% | 0.31% |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 11/13/2024 | 317,452 | $3.11 M | 4.26% | 0.30% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 311,542 | $3.05 M | -33.14% | 0.29% |
| LPL FINANCIAL LLC | 11/08/2024 | 293,840 | $2.88 M | -0.56% | 0.28% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 11/05/2024 | 252,518 | $2.47 M | 38.90% | 0.24% |
| MUZINICH & CO., INC. | 11/06/2024 | 252,518 | $2.47 M | 38.90% | 0.24% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 10/28/2024 | 251,592 | $2.47 M | -8.72% | 0.24% |
| SKANDINAVISKA ENSKILDA BANKEN AB (PUBL) | 11/07/2024 | 239,440 | $2.35 M | 0.00% | 0.23% |
| ROYCE & ASSOCIATES LP | 11/06/2024 | 215,300 | $2.11 M | 0.00% | 0.20% |
| LSV ASSET MANAGEMENT | 11/12/2024 | 187,500 | $1.84 M | 33.45% | 0.18% |
| DENALI ADVISORS LLC | 11/13/2024 | 153,629 | $1.51 M | 100.00% | 0.15% |
| TUDOR INVESTMENT CORP ET AL | 11/14/2024 | 143,634 | $1.41 M | -28.28% | 0.14% |
| HIGHTOWER ADVISORS, LLC | 11/14/2024 | 140,788 | $1.38 M | 0.00% | 0.13% |
| MARSHALL WACE, LLP | 11/14/2024 | 130,700 | $1.28 M | 100.00% | 0.12% |
| CLIFFWATER LLC | 11/13/2024 | 119,607 | $1.17 M | 2.68% | 0.11% |
| TREXQUANT INVESTMENT LP | 11/12/2024 | 106,929 | $1.05 M | 542.06% | 0.10% |
| HRT FINANCIAL LP | 11/12/2024 | 103,255 | $1.01 M | -10.79% | 0.10% |
| DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 11/14/2024 | 102,058 | $1.00 M | 508.57% | 0.10% |
| LIDO ADVISORS, LLC | 11/14/2024 | 100,638 | $986,252 | 100.45% | 0.10% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 11/14/2024 | 89,420 | $876,316 | 142.00% | 0.08% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 88,507 | $867,368 | -7.46% | 0.08% |
| GREEN SQUARE CAPITAL ADVISORS LLC | 11/07/2024 | 87,999 | $867,670 | -30.21% | 0.08% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 83,518 | $818,477 | -1.68% | 0.08% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 11/13/2024 | 81,496 | $801,000 | 5.22% | 0.08% |
| APOLLON WEALTH MANAGEMENT, LLC | 11/05/2024 | 79,818 | $782,212 | 42.63% | 0.08% |
Barings BDC, Inc.institutional Ownership - FAQ's
During the previous two years, 255 institutional investors and hedge funds held shares of Barings BDC, Inc.. The most heavily invested institutionals were:
BARINGS LLC: 13.64 M
ARES MANAGEMENT LLC: 3.61 M
PRIVATE MANAGEMENT GROUP INC: 3 M
VAN ECK ASSOCIATES CORP: 2.27 M
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.: 1.26 M
Invesco Ltd.: 1.15 M
41.70% of Barings BDC, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 46.21 M shares in the last 24 months. This purchase volume represents approximately $439.92 M in transactions.