Kayne Anderson BDC
KBDC • NYSE
Kayne Anderson BDC is a publicly traded company on NYSE, led by Jim Robo, with a market cap of $1.0B. As of Q3 2025, 40% of shares are held by 83 institutional investors, with Koch, Inc. as the largest holder at 17.26%.
Chairman of the BoardJim Robo
Overview
Overview of institutional ownership in KBDC as of Q3 2025 with a market cap of $940.1M
All Institutions
- Institutions
- 83
- Value Held
- $371.5M
- Shares Held
- 27.8M
- Avg Position
- $4.5M
- Median Position
- $344.7K
Hedge Funds
- Hedge Funds
- 12
- Value Held
- $16.3M
- Shares Held
- 1.2M
- Avg Position
- $1.4M
- Median Position
- $746.0K
Ownership Breakdown
Based on market cap of $940.1M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Biggest Investors
Institutions with the largest positions in KBDC as of Q3 2025
| Institution | Position Value |
|---|---|
K Koch, Inc. Institution | $162.3M 21.44% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $69.4M 0.01% of portfolio |
 Merit Financial Group, LLC RIA/Wealth | $23.2M 0.22% of portfolio |
 Pathstone Holdings, LLC Family Office | $19.3M 0.07% of portfolio |
S Sage Mountain Advisors LLC RIA/Wealth | $14.1M 0.81% of portfolio |
 Requisite Capital Management, LLC RIA/Wealth | $10.4M 1.74% of portfolio |
C CI Private Wealth, LLC RIA/Wealth | $7.0M 0.01% of portfolio |
B BlackRock, Inc. Institution | $6.0M 0.00% of portfolio |
 Callodine Capital Management, LP Hedge Fund•Long/Short | $5.3M 0.47% of portfolio |
 Keebeck Wealth Management, LLC RIA/Wealth | $4.7M 0.56% of portfolio |
Net Capital Flow
Institutional buying and selling activity for KBDC in Q3 2025
- Traded
- +$37.8M
- Buyers
- 43
- Sellers
- 29
- Total Bought
- +$49.9M
- Total Sold
- −$12.1M
- Avg Position
- $4.0M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Pathstone Holdings, LLC Family Office | +$16.6M +1.2M shares |
BANK OF AMERICA CORP /DE/ Institution | +$8.2M +614.4K shares |
B BlackRock, Inc. Institution | +$5.9M +444.3K shares |
 RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy | +$3.6M +273.6K shares |
 AG Asset Advisory, LLC RIA/Wealth | +$2.7M +203.3K shares |
S Sage Mountain Advisors LLC RIA/Wealth | +$1.7M +128.1K shares |
 CF Capital LLC Hedge Fund•Sector | +$1.3M +100.0K shares |
 FRANKLIN RESOURCES INC Institution | +$1.1M +84.6K shares |
 Magnetar Financial LLC Hedge Fund•Multi-Strategy | +$884.6K +66.4K shares |
Callodine Capital Management, LP Hedge Fund•Long/Short | +$829.4K +62.3K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant | −$1.8M −135.9K shares |
 MAI Wealth Advisors RIA/Wealth | −$1.3M −87.9K shares |
Requisite Capital Management, LLC RIA/Wealth | −$1.2M −85.8K shares |
 UBS Group AG Institution | −$1.0M −78.1K shares |
 HPM Partners LLC RIA/Wealth | −$1.0M −76.7K shares |
Keebeck Wealth Management, LLC RIA/Wealth | −$817.9K −59.6K shares |
 MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy | −$683.9K −51.3K shares |
 GOLDMAN SACHS GROUP INC Institution | −$670.1K −43.9K shares |
 Magnus Financial Group LLC RIA/Wealth | −$623.5K −40.9K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$524.4K −34.4K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited KBDC in Q3 2025
- New Positions
- 21
- New Value
- $13.1M
- Exited Positions
- 11
- Exited Value
- $4.6M
New Positions
| Institution | Position Value |
|---|---|
RIVERNORTH CAPITAL MANAGEMENT, LLC Hedge Fund•Multi-Strategy | $3.6M 273.6K shares |
AG Asset Advisory, LLC RIA/Wealth | $2.7M 203.3K shares |
CF Capital LLC Hedge Fund•Sector | $1.3M 100.0K shares |
Magnetar Financial LLC Hedge Fund•Multi-Strategy | $884.6K 66.4K shares |
A Alpine Partners VI, LLC Institution | $706.0K 53.0K shares |
M MQS Management LLC Hedge Fund•Global Macro | $607.4K 45.6K shares |
 Hennion & Walsh Asset Management, Inc. RIA/Wealth | $539.2K 40.5K shares |
N Neuberger Berman Group LLC Institution | $399.6K 30.0K shares |
 Voleon Capital Management LP Hedge Fund•Quant | $344.7K 25.9K shares |
 Rockefeller Capital Management L.P. Long Only Manager | $306.4K 23.0K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
MAI Wealth Advisors RIA/Wealth | $1.3M 87.9K shares |
GOLDMAN SACHS GROUP INC Institution | $670.1K 43.9K shares |
Magnus Financial Group LLC RIA/Wealth | $623.5K 40.9K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $524.4K 34.4K shares |
J JANE STREET GROUP, LLC Institution | $336.7K 22.1K shares |
 Insight Wealth Partners, LLC RIA/Wealth | $329.0K 21.6K shares |
 HighTower Advisors, LLC RIA/Wealth | $270.9K 17.8K shares |
 Global View Capital Management LLC RIA/Wealth | $236.0K 15.5K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $155.5K 10.2K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $144.8K 9.5K shares |
Options Activity
Institutions with the largest Call and Put options positions in KBDC as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with KBDC as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
K Koch, Inc. Institution | 21.44% $162.3M |
E EQUITEC PROPRIETARY MARKETS, LLC Institution | 9.70% $1.6M |
AG Asset Advisory, LLC RIA/Wealth | 2.25% $2.7M |
Requisite Capital Management, LLC RIA/Wealth | 1.74% $10.4M |
CF Capital LLC Hedge Fund•Sector | 0.84% $1.3M |
S Sage Mountain Advisors LLC RIA/Wealth | 0.81% $14.1M |
Keebeck Wealth Management, LLC RIA/Wealth | 0.56% $4.7M |
 Accelerate Investment Advisors LLC RIA/Wealth | 0.47% $689.9K |
Callodine Capital Management, LP Hedge Fund•Long/Short | 0.47% $5.3M |
C Centric Wealth Management RIA/Wealth | 0.47% $2.1M |
Hedge Fund Spotlight
Discover hedge funds investing in KBDC
Quantbot Technologies LLC
Hedge Fund • Quant
Portfolio ManagerPaul Edward White
- Portfolio Value
- $3.7B
- Positions
- 1,694
- Last Reported
- Q3 2025
Sector Allocation
Position in Kayne Anderson BDC
- Market Value
- $224.0K
- Shares Held
- 16.8K
- Portfolio Weight
- 0.01%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Financial - Credit Services Financial Services | $29.1M | 0.79% | |
Semiconductors Technology | $27.8M | 0.75% | |
Conglomerates Industrials | $27.6M | 0.75% |
