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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 %
BTI
301
Blue Trust Inc
Georgia
$10.2K +$3.12K +206 +44%
TRCT
302
Tower Research Capital (TRC)
New York
$9.13K -$10.5K -691 -53%
BCMLT
303
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.7K +$273 +18 +3%
AWM
304
Avior Wealth Management
Nebraska
$8.08K – – –
FDCDDQ
305
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.58K – – –
RIL
306
Rothschild Investment LLC
Illinois
$7.58K – – –
POIA
307
Pin Oak Investment Advisors
Texas
$7K – – –
CAS
308
Coppell Advisory Solutions
Texas
$6.05K – – –
DAM
309
Delta Asset Management
Tennessee
$4.7K – – –
SS
310
Sunbelt Securities
Texas
$4.63K +$136 +9 +3%
CIAM
311
Caitong International Asset Management
Hong Kong
$4.62K +$4.62K +305 New
PIS
312
POM Investment Strategies
North Carolina
$4.17K +$4.17K +275 New
SIM
313
Synergy Investment Management
Florida
$3.2K +$3.2K +211 New
CWM
314
Compass Wealth Management
Connecticut
$3.03K +$3.03K +200 New
GEA
315
Glen Eagle Advisors
New Jersey
$2.79K +$91 +6 +3%
PS
316
Principal Securities
Iowa
$2.43K +$2.43K +160 New
SWA
317
SOA Wealth Advisors
New York
$894 +$894 +59 New
GI
318
GAMMA Investing
California
$743 – – –
BGAI
319
Bruce G. Allen Investments
Colorado
$485 +$136 +9 +39%
Jones Financial Companies
320
Jones Financial Companies
Missouri
$288 +$288 +19 New
GRP
321
Global Retirement Partners
California
$91 – – –
UBS AM
322
UBS AM
Illinois
– -$4.9M -324,605 Closed
AG
323
AlTi Global
New York
– -$1.47M -97,500 Closed
FCM
324
FJ Capital Management
Virginia
– -$1.41M -93,061 Closed
ASN
325
Advisory Services Network
Georgia
– -$860K -54,735 Closed
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13
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