Among active 13F managers last quarter, 8 opened and 22 added, while 19 reduced; the largest holder to move was Two Sigma Investments, LP (+140%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
120 tracked 13F filers disclose a position in BCSF as of the latest SEC 13F filings, a combined $413.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Bain Capital Credit, LP | 11.8M | $148.0M | —Held | Q2 2026 | |
| 2 | Bank Of America Corp | 2.7M | $33.9M | ▼−15% Reduced · −465K sh | Q1 2026 | |
| 3 | Cresset Asset Management, LLC | 2.4M | $30.0M | ▲+16% Added · +322K sh | Q2 2026 | |
| 4 | Two Sigma Investments, LP | 1.5M | $18.8M | ▲+140% Added · +885K sh | Q1 2026 | |
| 5 | UBS Group AG | 1.4M | $17.4M | ▼−13% Reduced · −203K sh | Q1 2026 | |
| 6 | Dimension Capital Management LLC | 1.3M | $15.7M | ▲+2.4% Added · +29K sh | Q2 2026 | |
| 7 | Morgan Stanley | 1.1M | $14.2M | ▲+9.9% Added · +103K sh | Q1 2026 | |
| 8 | Van Eck Associates Corp | 1.1M | Withheld | ▼−18% Reduced · −249K sh | Q1 2026 | |
| 9 | Melia Wealth LLC | 873K | $10.9M | ▼−25% Reduced · −290K sh | Q2 2026 | |
| 10 | Muzinich & Co., Inc. | 847K | $10.6M | ▲+5.7% Added · +46K sh | Q2 2026 | |
| 11 | Sumitomo Mitsui Trust Group, Inc. | 601K | $7.5M | —Held | Q1 2026 | |
| 12 | Franklin Templeton Inc | 586K | $7.3M | ▲+16% Added · +80K sh | Q1 2026 | |
| 13 | Russell Investments Group, Ltd. | 533K | $6.6M | ▲+197% Added · +353K sh | Q1 2026 | |
| 14 | Legal & General Group Plc | 500K | $6.2M | ▲+8.3% Added · +38K sh | Q1 2026 | |
| 15 | Arax Advisory Partners | 483K | $6.0M | ▲+110% Added · +253K sh | Q2 2026 | |
| 16 | Columbus Macro, LLC | 451K | $5.7M | ▲New +451K sh | Q2 2026 | |
| 17 | Caz Investments LP | 448K | $5.6M | ▲45× Added · +438K sh | Q2 2026 | |
| 18 | HighTower Advisors, LLC | 374K | $4.6M | ▲+443% Added · +305K sh | Q1 2026 | |
| 19 | Hennion & Walsh Asset Management, Inc. | 370K | $4.6M | ▲+4.0% Added · +14K sh | Q2 2026 | |
| 20 | Advisors Asset Management, Inc. | 221K | $2.8M | ▼−5.6% Reduced · −13K sh | Q2 2026 | |
| 21 | BlackRock, Inc. | 205K | $2.5M | ▼−44% Reduced · −164K sh | Q1 2026 | |
| 22 | Texas Yale Capital Corp. | 164K | $2.0M | ▲+2.5% Added · +4K sh | Q1 2026 | |
| 23 | Mariner, LLC | 161K | $2.0M | ▼−2.4% Reduced · −4K sh | Q1 2026 | |
| 24 | Jane Street Group, LLC | 145K | $1.8M | ▲+90% Added · +69K sh | Q1 2026 | |
| 25 | Trexquant Investment LP | 139K | $1.7M | ▲+35% Added · +36K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 8 funds opened a new position in BCSF and 22 added to an existing one, while 19 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 57 funds | $93.4B |
| Alphabet Inc-CL AGOOGL | 56 funds | $55.7B |
| Nvidia CorpNVDA | 55 funds | $137.3B |
| Apple IncAAPL | 54 funds | $106.1B |
| Eli Lilly & CoLLY | 54 funds | $27.0B |
| Amazon.com IncAMZN | 53 funds | $64.2B |
| Broadcom IncAVGO | 53 funds | $53.6B |
| Meta Platforms Inc-Class AMETA | 53 funds | $38.6B |
| Alphabet Inc-CL CGOOG | 52 funds | $40.0B |
| Chevron CorpCVX | 52 funds | $10.9B |
| Micron Technology IncMU | 52 funds | $10.2B |
| JPMorgan Chase & CoJPM | 51 funds | $23.8B |
Ranked by how many of BCSF's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BCSF.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 3, 2026 | Rusnak-Carlson Sabrina | General Counsel | Buy (P) | 2K | $29K |
| Mar 17, 2025 | Richer Clare Stack | Director | Buy (P) | 2K | $25K |
| Aug 10, 2022 | Richer Clare Stack | Director | Buy (P) | 3K | $50K |
| Mar 25, 2022 | Hough Thomas A. | Director | Buy (P) | 6K | $100K |
| Mar 3, 2022 | Richer Clare Stack | Director | Buy (P) | 3K | $50K |
| Feb 25, 2022 | Butte Amy | Director | Buy (P) | 1K | $21K |
| May 11, 2021 | Richer Clare Stack | Director | Buy (P) | 2K | $25K |
| Dec 3, 2020 | Hawkins Jeffrey B. | Director | Buy (P) | 18K | $228K |
| Dec 3, 2020 | Ewald Michael A | President and CEO, Director | Buy (P) | 4K | $50K |
| Aug 19, 2020 | Dornaus Sally F | Chief Financial Officer | Buy (P) | 3K | $26K |
| Mar 12, 2020 | Hawkins Jeffrey B. | Director | Buy (P) | 17K | $248K |
| Mar 11, 2020 | Ewald Michael A | President and CEO, Director | Buy (P) 2 lots, same day | 9K | $150K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 39 | 36 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for BCSF
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BCSF/capital-change-brief"
Use Arkolith's capital_change_brief for BCSF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for BCSF. Filings are public domain, sourced to SEC EDGAR.