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Golub Capital BDC

248 hedge funds and large institutions have $1.01B invested in Golub Capital BDC in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 96 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+6
Holders Change %
+2.48%
% of All Funds
3.95%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
32
Increased
96
Reduced
67
Closed
23
Calls
$904K
Puts
$531K
Net Calls
+$373K
Net Calls Change
+$736K
Name Holding Trade Value Shares
Change
Shares
Change %
IA
226
IFP Advisors
Florida
$16.9K -$880 -60 -5%
BCMLT
227
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.2K
AF
228
Allworth Financial
California
$15.9K +$1.32K +90 +9%
VNA
229
Valley National Advisers
Pennsylvania
$15K
AWM
230
Avior Wealth Management
Nebraska
$11.7K
RCM
231
Raleigh Capital Management
North Carolina
$11.7K +$11.7K +800 New
SCA
232
Stonebridge Capital Advisors
Minnesota
$11.6K +$11.6K +789 New
SPIA
233
Steward Partners Investment Advisory
New York
$10.3K
FHA
234
First Horizon Advisors
Tennessee
$7.34K
AF
235
Advisornet Financial
Minnesota
$7.34K +$7.34K +500 New
QL
236
Quarry LP
New York
$7.04K -$543 -37 -7%
POIA
237
Pin Oak Investment Advisors
Texas
$7K
PI
238
PEAK6 Investments
Illinois
$5.33K -$131K -8,960 -96%
EWA
239
EverSource Wealth Advisors
Alabama
$5.21K
DAM
240
Delta Asset Management
Tennessee
$4.55K -$734 -50 -14%
HCP
241
Hexagon Capital Partners
Arkansas
$4.18K
RG
242
Retirement Group
California
$3.3K
PTC
243
Private Trust Company
Ohio
$2.92K
GEA
244
Glen Eagle Advisors
New Jersey
$2.32K +$59 +4 +3%
CFB
245
Cullen/Frost Bankers
Texas
$1.67K
TAM
246
Tucker Asset Management
Colorado
$1.14K
Fidelity Investments
247
Fidelity Investments
Massachusetts
$15
SFBLI
248
Southern Farm Bureau Life Insurance
Mississippi
-$10.3M -761,876 Closed
V
249
Veritable
Delaware
-$5.52M -408,731 Closed
NWM
250
Nicola Wealth Management
British Columbia, Canada
-$2.28M -169,000 Closed