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Golub Capital BDC
GBDC

Overview Fund Activity

242 hedge funds and large institutions have $943M invested in Golub Capital BDC in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 89 increasing their positions, 63 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+15
Holders Change %
+6.61%
% of All Funds
3.82%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
33
Increased
89
Reduced
63
Closed
17
Calls
$314K
Puts
$677K
Net Calls
-$363K
Net Calls Change
-$321K

Top Buyers

1
AIM
Allen Investment Management
New York
+$5.35M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$5.28M
3
LSV Asset Management
LSV Asset Management
Illinois
+$5.21M
4
MFG
Merit Financial Group
Georgia
+$3.99M
5
SMA
Sage Mountain Advisors
Georgia
+$2.67M

Top Sellers

1
UCIG
Ulrich Consultants & Investment Group
New Mexico
-$10.7M
2
Natixis Advisors
Natixis Advisors
Massachusetts
-$7.81M
3
CG
Colony Group
Massachusetts
-$6.34M
4
CWM
Curi Wealth Management
North Carolina
-$4.66M
5
Cerity Partners
Cerity Partners
New York
-$4.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Advisers
26
Two Sigma Advisers
New York
$8.46M -$630K -46,700 -7%
MC
27
Muzinich & Co
New York
$7.86M -$253K -18,770 -3%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$7.66M -$304K -22,520 -4%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$7.57M +$1.44M +107,303 +24%
CBA
30
Coastal Bridge Advisors
Connecticut
$7.54M -$567K -41,985 -7%
CIBC Private Wealth Group
31
CIBC Private Wealth Group
Georgia
$7.01M +$5.28M +391,066 +305%
Two Sigma Investments
32
Two Sigma Investments
New York
$6.96M +$2.3M +170,485 +49%
MCM
33
McKinley Capital Management
Alaska
$6.69M -$43.5K -3,221 -0.6%
NFC
34
Northeast Financial Consultants
Connecticut
$5.93M +$1.34M +99,301 +29%
HighTower Advisors
35
HighTower Advisors
Illinois
$5.86M +$30.9K +2,285 +0.5%
TP
36
Tranquility Partners
Tennessee
$5.69M +$1.07M +79,340 +23%
V
37
Veritable
Delaware
$5.52M +$23.6K +1,748 +0.4%
ECG
38
Edge Capital Group
Georgia
$5.49M +$830K +61,458 +18%
ACM
39
Advisors Capital Management
New Jersey
$5.28M +$75.8K +5,614 +1%
UBS Group
40
UBS Group
Switzerland
$4.97M +$708K +52,447 +17%
CS
41
Credit Suisse
Switzerland
$4.62M – – –
Neuberger Berman Group
42
Neuberger Berman Group
New York
$4.55M +$82.3K +6,128 +2%
RVPG
43
Relative Value Partners Group
$4.49M -$870K -64,462 -16%
National Bank of Canada
44
National Bank of Canada
Quebec, Canada
$4.47M -$3.37M -250,000 -43%
CIM
45
Confluence Investment Management
Missouri
$4.21M +$20.8K +1,543 +0.5%
MFG
46
Merit Financial Group
Georgia
$3.99M +$3.99M +295,706 New
PC
47
Prairiewood Capital
North Dakota
$3.79M -$494K -36,569 -12%
GFL
48
Granite FO LLC
New Hampshire
$3.61M – – –
PCH
49
Polar Capital Holdings
United Kingdom
$3.44M -$385K -28,555 -10%
EBA
50
Eagle Bay Advisors
New York
$3.32M -$457K -33,837 -12%
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