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Golub Capital BDC
GBDC

Overview Fund Activity

136 hedge funds and large institutions have $494M invested in Golub Capital BDC in 2017 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+3
Holders Change %
+2.26%
% of All Funds
3.39%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
18
Increased
51
Reduced
41
Closed
13
Calls
$209K
Puts
–
Net Calls
+$209K
Net Calls Change
+$209K

Top Buyers

1
MC
Muzinich & Co
New York
+$12.3M
2
BlackRock
BlackRock
New York
+$9.01M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$8.73M
4
UBS Group
UBS Group
Switzerland
+$5.42M
5
LWM
Lyell Wealth Management
California
+$4.59M

Top Sellers

1
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$7.36M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$7.24M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$4.56M
4
ClearBridge Investments
ClearBridge Investments
New York
-$3.31M
5
YMRC
Yorktown Management & Research Company
Virginia
-$2.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
AR
26
Advisory Research
Illinois
$4.44M +$1.94M +99,697 +78%
TYCC
27
Texas Yale Capital Corp
Florida
$4.35M +$90.3K +4,636 +2%
SMDAM
28
Sumitomo Mitsui DS Asset Management
Japan
$4.22M +$1.9M +97,587 +82%
FIM
29
Farmhouse Investment Management
California
$4.05M +$4.05M +203,690 New
HB
30
Homrich & Berg
Georgia
$3.85M +$57.4K +2,948 +2%
MCM
31
McKinley Capital Management
Alaska
$3.76M +$801K +41,131 +27%
DFG
32
Delphi Financial Group
Delaware
$3.74M – – –
Brown Advisory
33
Brown Advisory
Maryland
$3.42M -$27.4K -1,407 -0.8%
RJA
34
Raymond James & Associates
Florida
$3.39M +$1.79M +91,697 +111%
EIA
35
Edgemoor Investment Advisors
Maryland
$3.22M -$32.1K -1,651 -1%
Manulife (Manufacturers Life Insurance)
36
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.11M +$61.1K +3,136 +2%
YMRC
37
Yorktown Management & Research Company
Virginia
$2.98M -$2.78M -142,940 -48%
Legal & General Group
38
Legal & General Group
United Kingdom
$2.63M +$285K +14,649 +12%
Invesco
39
Invesco
Georgia
$2.22M -$12.6K -649 -0.6%
SWP
40
Stratos Wealth Partners
Ohio
$1.93M +$265K +13,610 +16%
NFA
41
Nuveen Fund Advisors
Illinois
$1.64M +$99.9K +5,148 +6%
JC
42
JBF Capital
Colorado
$1.6M – – –
V
43
Veritable
Delaware
$1.44M +$5.69K +292 +0.4%
Bank of America
44
Bank of America
North Carolina
$1.4M -$227K -11,681 -14%
Mackenzie Financial
45
Mackenzie Financial
Ontario, Canada
$1.37M +$698K +35,836 +104%
BF
46
BOK Financial
Oklahoma
$1.34M -$409K -21,010 -23%
AAMU
47
Amundi Asset Management US
Massachusetts
$1.33M – – –
CC
48
Cornerstone Capital
California
$1.23M +$111K +5,718 +10%
HighTower Advisors
49
HighTower Advisors
Illinois
$1.16M +$690K +35,424 +148%
Two Sigma Advisers
50
Two Sigma Advisers
New York
$1.12M +$621K +31,885 +125%
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