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Golub Capital BDC
GBDC

Overview Fund Activity

115 hedge funds and large institutions have $402M invested in Golub Capital BDC in 2014 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+3
Holders Change %
+2.68%
% of All Funds
3.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
49
Reduced
30
Closed
13
Calls
$285K
Puts
$118K
Net Calls
+$167K
Net Calls Change
-$135K

Top Buyers

1
ALA
Atherton Lane Advisers
California
+$26.7M
2
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
+$12.7M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$9.31M
4
ClearBridge Investments
ClearBridge Investments
New York
+$7.4M
5
NRS
Neville Rodie & Shaw
New York
+$4M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$4.33M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$4.23M
3
CIM
Confluence Investment Management
Missouri
-$1.84M
4
NIMC
NWQ Investment Management Company
California
-$1.64M
5
Invesco
Invesco
Georgia
-$628K
Name Holding Trade Value Shares
Change 		Shares
Change %
MLL
51
Moody Lynn & Lieberson
Massachusetts
$932K +$455K +26,041 +95%
RFC
52
Russell Frank Company
Washington
$890K +$890K +53,807 New
WSCM
53
Wellington Shields Capital Management
New York
$826K -$235K -13,426 -22%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$804K -$25.8K -1,476 -3%
PPA
55
Parametric Portfolio Associates
Washington
$769K +$769K +44,036 New
Swiss National Bank
56
Swiss National Bank
Switzerland
$767K +$122K +6,994 +19%
HB
57
Homrich & Berg
Georgia
$728K +$12K +685 +2%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$715K +$56.4K +3,225 +9%
ProShare Advisors
59
ProShare Advisors
Maryland
$673K +$673K +38,512 New
DADC
60
D.A. Davidson & Co
Montana
$609K -$72.1K -4,131 -11%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$601K +$402K +22,987 +202%
William Blair & Company
62
William Blair & Company
Illinois
$597K -$29.8K -1,708 -5%
Legal & General Group
63
Legal & General Group
United Kingdom
$596K +$29.9K +1,709 +5%
VFS
64
VSR Financial Services
Kansas
$572K +$15.1K +865 +3%
D.E. Shaw & Co
65
D.E. Shaw & Co
New York
$572K +$572K +32,711 New
BAS
66
Brown Advisory Securities
Maryland
$559K +$38.3K +2,184 +7%
AIG
67
American International Group
New York
$517K +$10.9K +622 +2%
NFA
68
Nationwide Fund Advisors
Ohio
$517K +$2.99K +171 +0.6%
MLICM
69
Metropolitan Life Insurance Company (MetLife)
New York
$503K – – –
ICAS
70
Investors Capital Advisory Services
Massachusetts
$496K -$20.6K -1,178 -4%
Geode Capital Management
71
Geode Capital Management
Massachusetts
$453K +$117K +6,717 +35%
NSIM
72
North Star Investment Management
Illinois
$424K +$26.7K +1,531 +7%
ACM
73
Ativo Capital Management
Illinois
$415K +$23.2K +1,327 +6%
VOYA Investment Management
74
VOYA Investment Management
Georgia
$412K – – –
CMANY
75
Capital Management Associates (New York)
New York
$401K -$21.4K -1,226 -5%
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