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Golub Capital BDC
GBDC

Overview Fund Activity

115 hedge funds and large institutions have $402M invested in Golub Capital BDC in 2014 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+3
Holders Change %
+2.68%
% of All Funds
3.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
49
Reduced
30
Closed
13
Calls
$285K
Puts
$118K
Net Calls
+$167K
Net Calls Change
-$135K

Top Buyers

1
ALA
Atherton Lane Advisers
California
+$26.7M
2
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
+$12.7M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$9.31M
4
ClearBridge Investments
ClearBridge Investments
New York
+$7.4M
5
NRS
Neville Rodie & Shaw
New York
+$4M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$4.33M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$4.23M
3
CIM
Confluence Investment Management
Missouri
-$1.84M
4
NIMC
NWQ Investment Management Company
California
-$1.64M
5
Invesco
Invesco
Georgia
-$628K
Name Holding Trade Value Shares
Change 		Shares
Change %
TCIM
26
TIAA CREF Investment Management
New York
$2.95M -$73.3K -4,196 -2%
BF
27
BOK Financial
Oklahoma
$2.8M -$244K -13,970 -8%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$2.54M -$129K -7,356 -5%
UBS AM
29
UBS AM
Illinois
$2.41M +$85.4K +4,885 +4%
GT
30
Glenmede Trust
Pennsylvania
$2.32M +$12.3K +704 +0.5%
Brown Advisory
31
Brown Advisory
Maryland
$2.31M +$85K +4,862 +4%
BIM
32
BlackRock Investment Management
Delaware
$2.29M +$41.3K +2,363 +2%
TC
33
Travelers Companies
Minnesota
$2.25M +$2.25M +128,795 New
Vanguard Group
34
Vanguard Group
Pennsylvania
$2.24M -$4.23M -241,938 -65%
Morgan Stanley
35
Morgan Stanley
New York
$2.2M -$392K -22,439 -15%
AR
36
Advisory Research
Illinois
$1.93M -$348K -19,889 -15%
SMDAM
37
Sumitomo Mitsui DS Asset Management
Japan
$1.93M -$348K -19,889 -15%
Stifel Financial
38
Stifel Financial
Missouri
$1.77M +$1.77M +101,515 New
Deutsche Bank
39
Deutsche Bank
Germany
$1.67M +$243K +13,948 +17%
HC
40
Highmount Capital
New York
$1.53M -$35.4K -2,027 -2%
WJA
41
Williams Jones & Associates
New York
$1.41M +$1.06M +60,749 +305%
GC
42
Guggenheim Capital
Illinois
$1.38M +$646K +37,000 +88%
CIBC Private Wealth Group
43
CIBC Private Wealth Group
Georgia
$1.36M +$1.36M +78,196 New
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$1.21M +$5.35K +306 +0.4%
AllianceBernstein
45
AllianceBernstein
Tennessee
$1.14M +$35 +2 +0%
VanEck Associates
46
VanEck Associates
New York
$1.11M +$310K +17,751 +39%
DM
47
Delphi Management
Massachusetts
$1.08M -$142K -8,153 -12%
WRM
48
Westport Resources Management
Connecticut
$1.01M +$24.5K +1,400 +2%
Charles Schwab
49
Charles Schwab
California
$951K – – –
TA
50
Teachers Advisors
New York
$934K +$39.2K +2,246 +4%
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