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Golub Capital BDC
GBDC

Overview Fund Activity

259 hedge funds and large institutions have $1.06B invested in Golub Capital BDC in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 96 increasing their positions, 78 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+11
Holders Change %
+4.44%
% of All Funds
3.8%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
40
Increased
96
Reduced
78
Closed
25
Calls
$1.29M
Puts
$352K
Net Calls
+$942K
Net Calls Change
+$569K

Top Buyers

1
Cerity Partners
Cerity Partners
New York
$26.3M
2
Morgan Stanley
Morgan Stanley
New York
$40.7M
3
Bank of America
Bank of America
North Carolina
$14.6M
4
Citigroup
Citigroup
New York
$5M
5
AIM
Allen Investment Management
New York
$24.5M

Top Sellers

1
SO
STRS Ohio
Ohio
$140M
2
Millennium Management
Millennium Management
New York
$18.1M
3
NCM
Next Capital Management
New York
$9.35M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
$0
5
LC
Lindbrook Capital
California
$70.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
226
US Bancorp
Minnesota
$34.7K +$10.8K +713 +45%
PTC
227
Private Trust Company
Ohio
$33.2K +$30.2K +2,000 +1,005%
AA
228
Ancora Advisors
Ohio
$32.1K – – –
MA
229
Montag & Associates
Georgia
$30.2K – – –
ASN
230
Advisory Services Network
Georgia
$28.8K +$28.8K +1,906 New
AAG
231
Armstrong Advisory Group
Massachusetts
$28.4K – – –
SWM
232
Spire Wealth Management
Virginia
$27.7K – – –
TRCT
233
Tower Research Capital (TRC)
New York
$25.6K -$15.7K -1,043 -38%
QCG
234
Quadrant Capital Group
Ohio
$20.1K -$2.17K -144 -10%
QL
235
Quarry LP
New York
$17.7K +$10.5K +694 +145%
BCMLT
236
Beacon Capital Management LLC (Tennessee)
Tennessee
$17.6K – – –
AF
237
Allworth Financial
California
$16.6K +$211 +14 +1%
IA
238
IFP Advisors
Florida
$16.4K -$1.01K -67 -6%
AF
239
Advisornet Financial
Minnesota
$15.1K +$7.55K +500 +100%
VNA
240
Valley National Advisers
Pennsylvania
$15K – – –
RCM
241
Raleigh Capital Management
North Carolina
$13.4K +$1.28K +85 +11%
AWM
242
Avior Wealth Management
Nebraska
$12.1K – – –
CIA
243
Cape Investment Advisory
Georgia
$11.2K +$11.2K +740 New
SPIA
244
Steward Partners Investment Advisory
New York
$10.6K – – –
BWM
245
Baystate Wealth Management
Massachusetts
$9.1K +$9.1K +602 New
RIL
246
Rothschild Investment LLC
Illinois
$7.55K +$7.55K +500 New
POIA
247
Pin Oak Investment Advisors
Texas
$7K – – –
EWA
248
EverSource Wealth Advisors
Alabama
$5.69K +$332 +22 +6%
NICM
249
Neo Ivy Capital Management
New York
$5K +$5K +337 New
BWM
250
BKM Wealth Management
Wisconsin
$4.88K +$4.88K +323 New
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