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Golub Capital BDC
GBDC

Overview Fund Activity

259 hedge funds and large institutions have $1.06B invested in Golub Capital BDC in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 96 increasing their positions, 78 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+11
Holders Change %
+4.44%
% of All Funds
3.8%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
40
Increased
96
Reduced
78
Closed
25
Calls
$1.29M
Puts
$352K
Net Calls
+$942K
Net Calls Change
+$569K

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$26.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$40.7M
3
Bank of America
3
Bank of America
North Carolina
$14.6M
4
Citigroup
4
Citigroup
New York
$5M
5
AIM
5
Allen Investment Management
New York
$24.5M

Top Sellers

1
SO
1
STRS Ohio
Ohio
$140M
2
Millennium Management
2
Millennium Management
New York
$18.1M
3
NCM
3
Next Capital Management
New York
$9.35M
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$0
5
LC
5
Lindbrook Capital
California
$70.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$9.14M +$785 +52 +0%
PGH
27
Partners Group Holding
Switzerland
$9.05M -$271K -17,961 -3%
MC
28
Muzinich & Co
New York
$8.97M -$129K -8,537 -1%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$8.79M -$104K -6,919 -1%
Two Sigma Advisers
30
Two Sigma Advisers
New York
$8.48M -$2.62M -173,200 -24%
MCM
31
McKinley Capital Management
Alaska
$7.19M -$18.7K -1,239 -0.3%
NFC
32
Northeast Financial Consultants
Connecticut
$7.08M +$857K +56,770 +14%
Goldman Sachs
33
Goldman Sachs
New York
$6.93M +$1.03M +68,505 +18%
CBA
34
Coastal Bridge Advisors
Connecticut
$6.77M -$1.87M -123,769 -22%
ECG
35
Edge Capital Group
Georgia
$6.62M +$156K +10,314 +2%
UBS Group
36
UBS Group
Switzerland
$5.6M +$398K +26,389 +8%
CIM
37
Confluence Investment Management
Missouri
$5.32M +$3.59K +238 +0.1%
First Trust Advisors
38
First Trust Advisors
Illinois
$5.3M +$3.57M +236,729 +208%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$5.21M -$309K -20,465 -6%
SAM
40
Shikiar Asset Management
New York
$5.17M +$3.37M +223,300 +188%
CCM
41
Callodine Capital Management
Massachusetts
$5.16M +$1.38M +91,628 +37%
TP
42
Tranquility Partners
Tennessee
$5.12M -$2.41M -159,488 -32%
CIBC Private Wealth Group
43
CIBC Private Wealth Group
Georgia
$5.11M -$1.61M -106,619 -24%
ACM
44
Advisors Capital Management
New Jersey
$5.03M -$973K -64,411 -16%
Citigroup
45
Citigroup
New York
$5M +$5M +331,177 New
Tudor Investment Corp
46
Tudor Investment Corp
Connecticut
$4.96M +$2.4M +159,063 +94%
CS
47
Credit Suisse
Switzerland
$4.9M -$271K -17,961 -5%
PC
48
Prairiewood Capital
North Dakota
$4.81M +$450K +29,822 +10%
Citadel Advisors
49
Citadel Advisors
Florida
$4.41M +$1.86M +122,974 +73%
LPL Financial
50
LPL Financial
California
$4.13M +$304K +20,140 +8%
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