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Golub Capital BDC
GBDC

Overview Fund Activity

112 hedge funds and large institutions have $357M invested in Golub Capital BDC in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 45 increasing their positions, 28 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+2
Holders Change %
+1.82%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
18
Increased
45
Reduced
28
Closed
15
Calls
$608K
Puts
$306K
Net Calls
+$302K
Net Calls Change
-$521K

Top Buyers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$18.4M
2
AAMU
2
Amundi Asset Management US
Massachusetts
$4.36M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$3.25M
4
U
4
UBS
Switzerland
$22M
5
AR
5
Advisory Research
Illinois
$2.44M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$4.33M
2
ICMC
2
Intrepid Capital Management (Connecticut)
Connecticut
$0
3
BA
3
BlackRock Advisors
Delaware
$356K
4
Deutsche Bank
4
Deutsche Bank
Germany
$1.53M
5
NIMC
5
NWQ Investment Management Company
California
$1.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
51
D.A. Davidson & Co
Montana
$730K +$72.4K +3,871 +11%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$706K +$154K +8,207 +28%
Swiss National Bank
53
Swiss National Bank
Switzerland
$691K – – –
William Blair & Company
54
William Blair & Company
Illinois
$672K +$28.7K +1,532 +4%
Legal & General Group
55
Legal & General Group
United Kingdom
$606K +$606K +32,383 New
VFS
56
VSR Financial Services
Kansas
$596K +$27.5K +1,470 +5%
Millennium Management
57
Millennium Management
New York
$574K -$387K -20,689 -40%
BAS
58
Brown Advisory Securities
Maryland
$555K +$672 +36 +0.1%
ICAS
59
Investors Capital Advisory Services
Massachusetts
$553K -$15.8K -843 -3%
NFA
60
Nationwide Fund Advisors
Ohio
$551K +$10.7K +572 +2%
AIG
61
American International Group
New York
$543K +$29.2K +1,559 +6%
MLICM
62
Metropolitan Life Insurance Company (MetLife)
New York
$539K – – –
MLL
63
Moody Lynn & Lieberson
Massachusetts
$511K -$522K -27,860 -51%
MVP
64
Miller Value Partners
Florida
$457K – – –
CMANY
65
Capital Management Associates (New York)
New York
$452K -$97.5K -5,207 -18%
VOYA Investment Management
66
VOYA Investment Management
Georgia
$441K – – –
NSIM
67
North Star Investment Management
Illinois
$426K +$26.8K +1,430 +7%
ACM
68
Ativo Capital Management
Illinois
$419K +$47.7K +2,551 +13%
Citigroup
69
Citigroup
New York
$408K +$248K +13,251 +154%
PHS
70
Pekin Hardy Strauss
Illinois
$380K – – –
WJA
71
Williams Jones & Associates
New York
$373K – – –
Geode Capital Management
72
Geode Capital Management
Massachusetts
$360K +$52.8K +2,827 +17%
BA
73
BlackRock Advisors
Delaware
$356K -$1.28M -68,418 -78%
LPL Financial
74
LPL Financial
California
$305K +$305K +16,286 New
CFA
75
Carroll Financial Associates
North Carolina
$303K -$57.2K -3,063 -16%
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