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Golub Capital BDC
GBDC

Overview Fund Activity

102 hedge funds and large institutions have $345M invested in Golub Capital BDC in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 30 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
-12
Holders Change %
-10.53%
% of All Funds
2.96%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
40
Reduced
30
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
$28.3M
2
ALA
Atherton Lane Advisers
California
$63.6M
3
AIU
Algebris Investments (UK)
United Kingdom
$1.37M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$6.69M
5
NRS
Neville Rodie & Shaw
New York
$8.83M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$189K
2
U
UBS
Switzerland
$23M
3
CIM
Confluence Investment Management
Missouri
$14.4M
4
PP
Paloma Partners
Connecticut
$0
5
Northern Trust
Northern Trust
Illinois
$2.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$2.86M -$2.25M -143,832 -44%
BF
27
BOK Financial
Oklahoma
$2.26M +$13.4K +857 +0.6%
GT
28
Glenmede Trust
Pennsylvania
$2.25M -$81.9K -5,244 -4%
Brown Advisory
29
Brown Advisory
Maryland
$2.15M -$61.1K -3,912 -3%
UBS AM
30
UBS AM
Illinois
$2.03M +$276K +17,686 +16%
TC
31
Travelers Companies
Minnesota
$2.01M – – –
VanEck Associates
32
VanEck Associates
New York
$1.91M +$16.3K +1,043 +0.9%
Stifel Financial
33
Stifel Financial
Missouri
$1.63M +$1.63K +104 +0.1%
AR
34
Advisory Research
Illinois
$1.48M +$237K +15,172 +19%
SMDAM
35
Sumitomo Mitsui DS Asset Management
Japan
$1.48M +$237K +15,172 +19%
AIU
36
Algebris Investments (UK)
United Kingdom
$1.37M +$1.37M +87,806 New
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$1.37M +$88.6K +5,674 +7%
Morgan Stanley
38
Morgan Stanley
New York
$1.32M -$831K -53,192 -39%
State Street
39
State Street
Massachusetts
$979K +$36.7K +2,349 +4%
WRM
40
Westport Resources Management
Connecticut
$956K +$25.9K +1,659 +3%
DM
41
Delphi Management
Massachusetts
$952K – – –
RFC
42
Russell Frank Company
Washington
$914K – – –
WJA
43
Williams Jones & Associates
New York
$889K +$259K +16,591 +41%
PPA
44
Parametric Portfolio Associates
Washington
$788K +$126K +8,044 +19%
MLL
45
Moody Lynn & Lieberson
Massachusetts
$771K -$10.8K -694 -1%
ZCM
46
Zebra Capital Management
Connecticut
$741K +$31.6K +2,023 +4%
WSCM
47
Wellington Shields Capital Management
New York
$734K +$7.99K +511 +1%
HB
48
Homrich & Berg
Georgia
$690K +$28.1K +1,800 +4%
Legal & General Group
49
Legal & General Group
United Kingdom
$681K +$52K +3,325 +8%
Millennium Management
50
Millennium Management
New York
$634K -$19.8K -1,265 -3%
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