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Golub Capital BDC
GBDC

Overview Fund Activity

115 hedge funds and large institutions have $405M invested in Golub Capital BDC in 2014 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 31 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+13
Holders Change %
+12.75%
% of All Funds
3.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
31
Reduced
38
Closed
10
Calls
$405K
Puts
$84K
Net Calls
+$321K
Net Calls Change
+$321K

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
+$6.9M
2
FIM
Frontier Investment Management
Texas
+$4.67M
3
JC
JBF Capital
Colorado
+$3.15M
4
Wells Fargo
Wells Fargo
California
+$2.39M
5
CCP
Clough Capital Partners
Massachusetts
+$2.26M

Top Sellers

1
CIM
Confluence Investment Management
Missouri
-$3.98M
2
AAMU
Amundi Asset Management US
Massachusetts
-$3.76M
3
AAM
Advisors Asset Management
Colorado
-$3.48M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$2.21M
5
SMDAM
Sumitomo Mitsui DS Asset Management
Japan
-$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
26
AllianceBernstein
Tennessee
$3.16M -$1.01M -57,492 -24%
JC
27
JBF Capital
Colorado
$3.15M +$3.15M +179,105 New
Northern Trust
28
Northern Trust
Illinois
$3.12M -$98.6K -5,616 -3%
VanEck Associates
29
VanEck Associates
New York
$2.78M +$630K +35,896 +29%
AAM
30
Advisors Asset Management
Colorado
$2.67M -$3.48M -198,298 -57%
GT
31
Glenmede Trust
Pennsylvania
$2.64M +$118K +6,750 +5%
JIC
32
JRM Investment Counsel
Nebraska
$2.42M +$2.42M +138,043 New
Brown Advisory
33
Brown Advisory
Maryland
$2.32M -$97.5K -5,554 -4%
CCP
34
Clough Capital Partners
Massachusetts
$2.26M +$2.26M +128,850 New
TC
35
Travelers Companies
Minnesota
$2.26M – – –
MHI
36
Miller Howard Investments
New York
$2.25M +$2.25M +128,180 New
Morgan Stanley
37
Morgan Stanley
New York
$2.03M +$552K +31,444 +37%
BF
38
BOK Financial
Oklahoma
$1.76M -$781K -44,452 -31%
UBS AM
39
UBS AM
Illinois
$1.74M -$549K -31,258 -24%
Stifel Financial
40
Stifel Financial
Missouri
$1.61M -$219K -12,502 -12%
AIU
41
Algebris Investments (UK)
United Kingdom
$1.35M -$190K -10,823 -12%
State Street
42
State Street
Massachusetts
$1.15M +$53.8K +3,063 +5%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$1.08M -$455K -25,934 -30%
DM
44
Delphi Management
Massachusetts
$1.03M -$44.8K -2,553 -4%
RFC
45
Russell Frank Company
Washington
$1.03M – – –
WJA
46
Williams Jones & Associates
New York
$1M – – –
RJA
47
Raymond James & Associates
Florida
$990K +$728K +41,452 +278%
Legal & General Group
48
Legal & General Group
United Kingdom
$929K +$163K +9,295 +21%
PPA
49
Parametric Portfolio Associates
Washington
$882K -$3.67K -209 -0.4%
Two Sigma Investments
50
Two Sigma Investments
New York
$871K +$871K +49,617 New
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