GBDC icon

Golub Capital BDC
GBDC

Overview Fund Activity

115 hedge funds and large institutions have $405M invested in Golub Capital BDC in 2014 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 31 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+13
Holders Change %
+12.75%
% of All Funds
3.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
31
Reduced
38
Closed
10
Calls
$405K
Puts
$84K
Net Calls
+$321K
Net Calls Change
+$321K

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
+$6.9M
2
FIM
Frontier Investment Management
Texas
+$4.67M
3
JC
JBF Capital
Colorado
+$3.15M
4
Wells Fargo
Wells Fargo
California
+$2.39M
5
CCP
Clough Capital Partners
Massachusetts
+$2.26M

Top Sellers

1
CIM
Confluence Investment Management
Missouri
-$3.98M
2
AAMU
Amundi Asset Management US
Massachusetts
-$3.76M
3
AAM
Advisors Asset Management
Colorado
-$3.48M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$2.21M
5
SMDAM
Sumitomo Mitsui DS Asset Management
Japan
-$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
HB
51
Homrich & Berg
Georgia
$843K +$67.6K +3,849 +9%
ZCM
52
Zebra Capital Management
Connecticut
$837K +$4.06K +231 +0.5%
MLL
53
Moody Lynn & Lieberson
Massachusetts
$826K -$41.6K -2,370 -5%
WSCM
54
Wellington Shields Capital Management
New York
$825K – – –
AIM
55
Allen Investment Management
New York
$791K +$791K +45,066 New
Millennium Management
56
Millennium Management
New York
$726K +$12.8K +729 +2%
CIBC World Market
57
CIBC World Market
Ontario, Canada
$640K +$640K +36,450 New
CIBC Private Wealth Group
58
CIBC Private Wealth Group
Georgia
$636K -$8.22K -468 -1%
William Blair & Company
59
William Blair & Company
Illinois
$607K – – –
BAS
60
Brown Advisory Securities
Maryland
$578K +$16.8K +960 +3%
WRM
61
Westport Resources Management
Connecticut
$555K -$520K -29,582 -48%
MIC
62
Meridian Investment Counsel
California
$550K +$17.9K +1,021 +3%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$543K +$3.06K +174 +0.6%
NSIM
64
North Star Investment Management
Illinois
$536K – – –
ICAS
65
Investors Capital Advisory Services
Massachusetts
$527K +$16.5K +941 +3%
AR
66
Advisory Research
Illinois
$515K -$1.15M -65,313 -69%
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$502K +$78.4K +4,465 +19%
EM
68
EnTrustPermal Management
New York
$497K +$497K +28,282 New
MC
69
Moors & Cabot
Massachusetts
$496K -$140 -8 -0%
Norges Bank
70
Norges Bank
Norway
$495K +$1.27K +72 +0.3%
SMDAM
71
Sumitomo Mitsui DS Asset Management
Japan
$452K -$1.21M -68,887 -73%
Grantham, Mayo, Van Otterloo & Co (GMO)
72
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$448K +$448K +25,525 New
VKH
73
Virtu KCG Holdings
New York
$443K +$443K +25,253 New
ARTA
74
A.R.T. Advisors
New York
$431K +$431K +24,595 New
ACM
75
Ativo Capital Management
Illinois
$417K +$18 +1 +0%
1 2
3
4 5