undamentalytics Newsletter

Crescent Capital BDC, Inc.: which funds bought and sold

Institutions that bought and sold Crescent Capital BDC shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 39 institutions that filed 13F reports for both quarters added to or opened positions in Crescent Capital BDC, and 40 cut or closed them. Together they added a net 902K shares, +3.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 714K shares (−75.1%); index fund managers were net sellers of 3,090 shares (−2.2%). 13 opened a new position and 15 sold out entirely.

Bought, Q2 2026 39 institutions, 13 of them new holders Sold, Q2 2026 40 institutions, 15 of them sold out
Net change, all compared +902K shares (+3.7%)
Net change, active managers −714K shares (−75.1%), 1 bought, 6 sold

Buyers versus sellers

institutions compared, 97
Active managers and hedge funds 1 bought · 6 sold · −714K
Index fund managers 0 bought · 1 sold · −3,090
Other institutions 38 bought · 33 sold · +1.6M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Rivernorth Capital Management, LLC +703K New position 703K $7.7M
Ares Management LLC +542K +99.2% 1.1M $11.9M
North Ground Capital +182K +53.7% 521K $5.7M
UBS Group AG +146K +41.1% 502K $5.5M
Russell Investments Group, Ltd. +141K +48.1% 433K $4.7M
Icon Advisers Inc +93K New position 93K $1M
Callodine Capital Management, LP +72K +60.0% 192K $2.1M
Aspen Grove Capital, LLC +49K +18.2% 319K $3M
Curi Capital, LLC +45K New position 45K $491,400
Bank Of America Corp +39K +65.6% 99K $1.1M
Beach Point Capital Management LP +37K New position 37K $402,042
Adams Asset Advisors, LLC +30K +37.6% 110K $1.2M
Beverly Hills Private Wealth, LLC +28K +52.1% 83K $908,114
Cambridge Investment Research Advisors, Inc. +26K +141.8% 44K $476,000
Truemark Investments, LLC +18K New position 18K $194,889
Oppenheimer & Co Inc +15K +24.4% 76K $831,569
Xtx Topco Ltd +14K New position 14K $151,187
Janney Montgomery Scott LLC +13K New position 13K $145,000
Engineers Gate Manager LP Hedge fund +10K New position 10K $113,863
Hightower Advisors, LLC +9,286 +7.7% 129K $1.4M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Franklin Resources Inc Active manager −342K Sold out 0 —
Two Sigma Investments, LP Hedge fund −178K −58.7% 125K $1.4M
&Partners −104K −70.6% 43K $470,051
Riverbridge Partners LLC Active manager −102K Sold out 0 —
Trexquant Investment LP Hedge fund −79K −50.2% 78K $854,457
Focus Partners Wealth −68K −18.6% 299K $3.3M
Condor Capital Management −66K −19.0% 280K $3.1M
Raymond James Financial Inc −51K −31.2% 113K $1.2M
Bi Asset Management Fondsmaeglerselskab A/S −50K −78.3% 14K $152,000
Alpine Global Management, LLC −47K −36.2% 83K $901,129
Dynamic Technology Lab Private Ltd −38K Sold out 0 —
Invesco Ltd. −29K −2.8% 1.0M $10.9M
Mariner, LLC −22K −4.8% 441K $4.8M
Bulldog Investors, LLP −20K −4.3% 437K $4.8M
Lido Advisors, LLC −14K Sold out 0 —
Aquatic Capital Management LLC −13K Sold out 0 —
Virtu Financial LLC −13K Sold out 0 —
Barnett & Company, Inc. −13K Sold out 0 —
D. E. Shaw & Co., Inc. Hedge fund −13K −46.6% 15K $163,505
Apollon Wealth Management, LLC −13K Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Rivernorth Capital Management, LLC 703K $7.7M
Icon Advisers Inc 93K $1M
Curi Capital, LLC 45K $491,400
Beach Point Capital Management LP 37K $402,042
Truemark Investments, LLC 18K $194,889
Xtx Topco Ltd 14K $151,187
Janney Montgomery Scott LLC 13K $145,000
Engineers Gate Manager LPHedge fund 10K $113,863
Integrated Wealth Concepts LLC 5,534 $60,431
BNP Paribas Financial Markets 2,027 $22,135

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Franklin Resources IncActive manager 342K $4.1M
Riverbridge Partners LLCActive manager 102K $1.2M
Dynamic Technology Lab Private Ltd 38K $462,368
Lido Advisors, LLC 14K $175,666
Aquatic Capital Management LLC 13K $162,883
Virtu Financial LLC 13K $162,000
Barnett & Company, Inc. 13K $159,165
Apollon Wealth Management, LLC 13K $157,926
Prospera Financial Services Inc 12K $140,000
Millennium Management LLCHedge fund 11K $134,185

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
85
Ten largest holders
78.3%
of 13F-reported shares
Index fund managers
0.5%
of 13F-reported shares
Active managers and hedge funds
0.9%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 1 6 1 3 −714K −75.1%
Index fund managers 0 1 0 0 −3,090 −2.2%
Other institutions 38 33 12 12 +1.6M +6.9%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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