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Golub Capital BDC
GBDC

Overview Fund Activity

114 hedge funds and large institutions have $369M invested in Golub Capital BDC in 2015 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 37 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
-5
Holders Change %
-4.2%
% of All Funds
2.99%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
39
Reduced
37
Closed
17
Calls
$689K
Puts
–
Net Calls
+$689K
Net Calls Change
+$689K

Top Buyers

1
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$5.93M
2
TG
TCW Group
California
+$2.5M
3
CCP
Clough Capital Partners
Massachusetts
+$2.1M
4
LPL Financial
LPL Financial
California
+$1.35M
5
Morgan Stanley
Morgan Stanley
New York
+$977K

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
-$4.78M
2
Brown Advisory
Brown Advisory
Maryland
-$3.2M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$2.4M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.51M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$1.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEAM
26
New England Asset Management
Connecticut
$3.87M – – –
BG
27
BlackRock Group
United Kingdom
$3.73M -$234K -14,365 -6%
TG
28
TCW Group
California
$3.65M +$2.5M +153,590 +218%
VanEck Associates
29
VanEck Associates
New York
$3.22M -$184K -11,312 -5%
GC
30
Guggenheim Capital
Illinois
$3.05M +$616K +37,821 +25%
BF
31
BOK Financial
Oklahoma
$2.7M -$51.5K -3,160 -2%
LPL Financial
32
LPL Financial
California
$2.61M +$1.35M +82,141 +107%
JPMPWA
33
J.P. Morgan Private Wealth Advisors
California
$2.44M -$163K -9,986 -6%
MHI
34
Miller Howard Investments
New York
$2.19M – – –
GT
35
Glenmede Trust
Pennsylvania
$2M -$495K -30,405 -20%
EIA
36
Edgemoor Investment Advisors
Maryland
$1.98M +$369K +22,633 +23%
UBS AM
37
UBS AM
Illinois
$1.52M +$18.8K +1,154 +1%
AAM
38
Advisors Asset Management
Colorado
$1.49M +$455K +27,910 +44%
JC
39
JBF Capital
Colorado
$1.34M – – –
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$1.32M +$952K +58,431 +261%
Legal & General Group
41
Legal & General Group
United Kingdom
$1.31M +$182K +11,199 +16%
EWM
42
Evercore Wealth Management
New York
$1.17M -$15K -919 -1%
RJA
43
Raymond James & Associates
Florida
$1.12M +$15.7K +964 +1%
TC
44
Travelers Companies
Minnesota
$1.03M -$382K -23,479 -27%
DM
45
Delphi Management
Massachusetts
$971K -$284K -17,441 -23%
CC
46
Cornerstone Capital
California
$917K – – –
V
47
Veritable
Delaware
$893K +$421K +25,875 +89%
AR
48
Advisory Research
Illinois
$883K +$58.9K +3,618 +7%
Stifel Financial
49
Stifel Financial
Missouri
$852K -$242K -14,835 -22%
PPA
50
Parametric Portfolio Associates
Washington
$813K -$1.69K -104 -0.2%
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