Kayne Anderson BDCKBDC

13F holders, Q4 2024 (December 31)
47holders +27
30new positions
4sold out
3famous investors
$16.55avg. 13F price*

At the end of Q4 2024, 47 institutions reported holding Kayne Anderson BDC Inc. (KBDC) in their 13F filings, up 27 from Q3 2024. 30 opened new positions and 4 sold out. The largest holders were Bank of America Corp. ($16.4M), Alyeska Investment Group, L.P. ($7.8M) and Callodine Capital Management, LP ($5.6M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Kayne Anderson BDC Inc.
CUSIP
48662X105
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q2 2024: 16Q2 2024Q3 2024: 20Q3 2024Q4 2024: 47Q4 2024Q1 2025: 62Q1 2025Q2 2025: 70Q2 2025Q3 2025: 83Q3 2025Q4 2025: 87Q4 2025Q1 2026: 93Q1 2026Q2 2026: 93Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions30$25.1M
Exits4$2.9M

All 13F filers, Q3 2024 → Q4 2024: 2,753,844 shares bought and 185,592 shares sold, net +2,568,252 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 47 holders

Bank of America Corp. 0.00% Add +4201.5% 989,008 $16.4M
Alyeska Investment Group, L.P. 0.03% No change 473,989 $7.8M
Callodine Capital Management, LP 1.16% No change 340,535 $5.6M
Requisite Capital Management, LLC 1.14% New 329,940 $5.6M
Corient Private Wealth LP 0.01% New 264,549 $4.2M
Sage Mountain Advisors LLC 0.25% New 203,066 $3.4M
Renaissance Technologies 0.00% Add +584.4% 145,100 $2.4M
UBS Group AG 0.00% Add +78.4% 144,096 $2.4M
Confluence Investment Management LLC 0.03% Add +5.9% 109,957 $1.8M
Keebeck Wealth Management 0.23% New 94,388 $1.6M
HB Wealth Management, LLC 0.02% New 96,195 $1.6M
Centric Wealth Management 0.32% New 71,270 $1.2M
Morgan Stanley 0.00% Add +114.2% 68,236 $1.1M
Millennium Management 0.00% Add +65.3% 62,500 $1.0M
Franklin Resources Inc. 0.00% Reduce -11.3% 57,355 $949K
Citadel Advisors 0.00% Add +21.1% 56,078 $928K
SlateStone Wealth, LLC 0.09% New 56,055 $927K
Summit Trail Advisors, LLC 0.03% New 53,155 $900K
Pathstone Holdings, LLC 0.00% New 51,223 $847K
Invesco Ltd. 0.00% New 43,068 $712K
Brown Advisory Inc. 0.00% No change 35,902 $594K
Janus Henderson Group PLC 0.00% New 32,949 $545K
Magnus Financial Group LLC 0.05% New 29,577 $489K
Qube Research & Technologies Ltd 0.00% New 29,511 $488K
HRT Financial LP 0.00% New 27,360 $452K
Zuckerman Investment Group, LLC 0.03% New 20,000 $345K
Marshall Wace, LLP 0.00% Add +31.7% 18,117 $300K
Cubist Systematic Strategies, LLC 0.00% New 14,814 $245K
Goldman Sachs Group Inc. 0.00% New 13,784 $228K
Apollon Wealth Management, LLC 0.00% New 12,718 $210K
Promus Capital, LLC 0.16% — 12,440 $206K
Virtu Financial LLC 0.01% New 11,893 $197K
Accredited Investors Inc. 0.01% New 11,824 $196K
Cerity Partners LLC 0.00% New 10,032 $170K
Perigon Wealth Management, LLC 0.00% New 10,141 $169K
BIP Wealth, LLC 0.01% New 10,141 $168K
BlackRock, Inc. 0.00% New 9,361 $155K
Wells Fargo & Company 0.00% No change 8,649 $143K
Osaic Holdings, Inc. 0.00% New 5,000 $83K
Citigroup Inc. 0.00% Add +1273.5% 3,571 $59K
CIBC Private Wealth Group LLC 0.00% New 2,782 $46K
Royal Bank of Canada 0.00% Reduce -7.7% 2,704 $45K
Acadian Asset Management LLC 0.00% Add +20.3% 2,445 $40K
Tower Research Capital LLC (TRC) 0.00% New 539 $9K
National Bank of Canada 0.00% New 142 $2K
Point72 (DIFC) Ltd 0.00% New 53 $877
Brown Brothers Harriman & Co. 0.00% New 7 $116

"% of holder's portfolio" is KBDC's weight in each manager's 13F, not the share of Kayne Anderson BDC Inc. the manager owns.