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Golub Capital BDC
GBDC

Overview Fund Activity

320 hedge funds and large institutions have $1.58B invested in Golub Capital BDC in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 124 increasing their positions, 78 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+39
Holders Change %
+13.88%
% of All Funds
4.26%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
67
Increased
124
Reduced
78
Closed
22
Calls
$1.41M
Puts
$2.23M
Net Calls
-$813K
Net Calls Change
-$3.4M

Top Buyers

1
MCM
MAI Capital Management
Ohio
$20.4M
2
Millennium Management
Millennium Management
New York
$28.9M
3
AIM
Allen Investment Management
New York
$56M
4
Bank of America
Bank of America
North Carolina
$33.6M
5
AI
Atria Investments
North Carolina
$14.9M

Top Sellers

1
OAC
OMERS Administration Corp
Ontario, Canada
$33.9M
2
HCC
Hirtle Callaghan & Co
Pennsylvania
$13.8M
3
Two Sigma Investments
Two Sigma Investments
New York
$11M
4
CIBC World Market
CIBC World Market
Ontario, Canada
$6.58M
5
Corient Private Wealth
Corient Private Wealth
Florida
$73.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
226
Oppenheimer & Co
New York
$300K +$137K +9,069 +85%
KA
227
Kovack Advisors
Florida
$296K -$77.7K -5,123 -21%
WANY
228
Wealthspire Advisors (New York)
New York
$296K +$296K +19,512 New
UB
229
UMB Bank
Missouri
$281K – – –
Axa
230
Axa
France
$275K +$275K +18,138 New
NWA
231
New World Advisors
Massachusetts
$272K -$82.7K -5,454 -23%
ECM
232
EMC Capital Management
Texas
$260K -$202K -13,304 -44%
SWA
233
Serenus Wealth Advisors
California
$259K +$259K +17,068 New
DFCM
234
Dark Forest Capital Management
Puerto Rico
$259K +$259K +17,053 New
FIA
235
Foundations Investment Advisors
Arizona
$247K +$9.37K +618 +4%
Nomura Asset Management
236
Nomura Asset Management
Japan
$243K +$212K +13,964 +677%
VT
237
Vise Technologies
New York
$243K +$243K +15,998 New
GM
238
GeoWealth Management
Illinois
$237K +$234K +15,450 +9,307%
QC
239
Quent Capital
New York
$232K – – –
CWP
240
Core Wealth Partners
California
$228K – – –
CAP
241
Columbia Advisory Partners
Washington
$225K -$9.29K -613 -4%
Envestnet Portfolio Solutions
242
Envestnet Portfolio Solutions
Illinois
$223K +$223K +14,694 New
PA
243
Promethium Advisors
Maryland
$221K – – –
Comerica Bank
244
Comerica Bank
Texas
$214K +$4.62K +305 +2%
LA
245
Legacy Advisors
Pennsylvania
$214K – – –
SFS
246
Sowell Financial Services
Arkansas
$213K -$74.3K -4,899 -26%
MWM
247
Mattern Wealth Management
Kansas
$212K +$15.2K +1,000 +8%
Mirae Asset Global Investments
248
Mirae Asset Global Investments
South Korea
$211K +$211K +13,978 New
BFA
249
Beaumont Financial Advisors
Massachusetts
$210K +$7.97K +526 +4%
PVI
250
Pine Valley Investments
New Jersey
$204K -$19.7K -1,300 -9%
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10
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