Question 1

Which hedge funds and institutional investors hold BDC?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for BDC shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for BDC whale holdings?

Accepted Answer

Conviction level reflects how significant BDC is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to BDC, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for BDC?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about BDC?

Accepted Answer

QoQ changes for BDC show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
State Street	1.5M	$170.2M	0.0%	$2896.4B
Fisher Investments	395.8K	$45.5M	0.0%	$294.9B
Segall Bryant	352.3K	$40.5M	0.6%	$7.0B
Fidelity (FMR)	352.0K	$40.4M	0.0%	$1898.4B
William Blair	190.5K	$21.9M	0.1%	$30.3B
Renaissance Tech	189.5K	$21.8M	0.0%	$63.9B
Arrowstreet	181.7K	$20.9M	0.0%	$184.8B
Geode Capital	180.2K	$20.7M	0.0%	$1607.5B
BlackRock	127.7K	$14.7M	0.0%	$5723.5B
Wellington	116.5K	$13.4M	0.0%	$535.5B
First Eagle	102.5K	$11.8M	0.0%	$59.0B
DFA	79.8K	$9.2M	0.0%	$481.4B
Millennium	51.7K	$5.9M	0.0%	$240.3B
ExodusPoint	41.2K	$4.7M	0.0%	$12.4B
Point72	39.6K	$4.6M	0.0%	$78.1B
Gabelli	36.0K	$4.1M	0.0%	$14.8B
Tudor	30.9K	$3.5M	0.0%	$53.9B
American Century	30.0K	$3.4M	0.0%	$194.3B
Two Sigma	18.3K	$2.1M	0.0%	$123.9B
DE Shaw	18.3K	$2.1M	0.0%	$166.3B
Citadel	11.0K	$1.3M	0.0%	$618.5B
Caxton	10.4K	$1.2M	0.0%	$4.4B
Man Group	8.2K	$939K	0.0%	$55.1B
Citadel	7.7K	$884K	0.0%	$618.5B
Balyasny	6.9K	$795K	0.0%	$77.1B
Brevan Howard	4.0K	$462K	0.0%	$11.3B
Marshall Wace	3.1K	$356K	0.0%	$100.4B
Northern Trust	2.9K	$336K	—	$756.6B
Franklin Templeton	2.3K	$265K	0.0%	$408.3B
Gotham Asset	1.8K	$203K	0.0%	$32.7B
Citadel	1.7K	$198K	—	$618.5B
Neuberger Berman (Eisman)	83	$10K	—	$131.4B
LSV	54.9K	$6K	0.0%	$46.4M
AQR Capital	7	$793	—	$218.4B
Acadian	856	$98	0.0%	$70.5M

BDC

Who Holds BDC

Changes This Quarter