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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 %
CA
251
Clearstead Advisors
Ohio
$197K +$150K +9,927 +323%
CCG
252
Catalina Capital Group
California
$191K +$3.88K +256 +2%
MA
253
MAS Advisors
Florida
$190K +$6.23K +411 +3%
RBC
254
Romano Brothers & Co
Illinois
$184K -$26.5K -1,750 -13%
ACM
255
Aquatic Capital Management
Illinois
$182K +$182K +12,007 New
CG
256
CFO4Life Group
Texas
$181K +$4.17K +275 +2%
AAS
257
Avantax Advisory Services
Texas
$179K +$179K +11,817 New
WJWM
258
Williams Jones Wealth Management
New York
$178K +$178K +11,717 New
FAFN
259
First Affirmative Financial Network
Colorado
$176K -$7.9K -521 -4%
EFG
260
Embree Financial Group
Illinois
$176K +$4.84K +319 +3%
AA
261
Ancora Advisors
Ohio
$174K +$19.9K +1,310 +13%
EF
262
Empowered Funds
Pennsylvania
$173K +$173K +11,423 New
IAIM
263
International Assets Investment Management
Florida
$170K -$2.4M -156,875 -93%
SWP
264
Strategic Wealth Partners
Ohio
$168K -$1.29K -81 -0.8%
PWM
265
Perigon Wealth Management
California
$167K +$6.36K +415 +4%
IA
266
IFG Advisory
Georgia
$167K -$6.37K -420 -4%
MA
267
Mutual Advisors
Nebraska
$167K -$18.7K -1,222 -10%
EGM
268
Engineers Gate Manager
New York
$166K +$166K +10,977 New
CSC
269
Cove Street Capital
California
$164K – – –
FWM
270
Focused Wealth Management
New York
$161K +$4.32K +285 +3%
CWM
271
Cornerstone Wealth Management
Missouri
$160K +$160K +10,551 New
US Bancorp
272
US Bancorp
Minnesota
$157K – – –
Lazard Asset Management
273
Lazard Asset Management
New York
$111K +$6.08K +401 +6%
IA
274
IFP Advisors
Florida
$74.1K +$7.82K +516 +12%
A
275
AlphaQuest
New York
$74K -$2.2M -145,087 -97%
9 10
11
12 13