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Golub Capital BDC
GBDC

Overview Fund Activity

110 hedge funds and large institutions have $392M invested in Golub Capital BDC in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
-5
Holders Change %
-4.35%
% of All Funds
2.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
11
Increased
33
Reduced
47
Closed
16
Calls
$140K
Puts
$570K
Net Calls
-$430K
Net Calls Change
-$751K

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$5.55M
2
Morgan Stanley
Morgan Stanley
New York
+$3.06M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$2.81M
4
YMRC
Yorktown Management & Research Company
Virginia
+$2.21M
5
FIM
Frontier Investment Management
Texas
+$1.05M

Top Sellers

1
AAMU
Amundi Asset Management US
Massachusetts
-$6.58M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$3.25M
3
JC
JBF Capital
Colorado
-$1.75M
4
UBS Group
UBS Group
Switzerland
-$1.6M
5
NRS
Neville Rodie & Shaw
New York
-$1.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSCM
51
Wellington Shields Capital Management
New York
$807K – – –
HB
52
Homrich & Berg
Georgia
$767K -$59K -3,432 -7%
MLL
53
Moody Lynn & Lieberson
Massachusetts
$702K -$106K -6,164 -13%
EWM
54
Evercore Wealth Management
New York
$693K +$337K +19,604 +95%
AIM
55
Allen Investment Management
New York
$676K -$98.5K -5,733 -13%
CIBC Private Wealth Group
56
CIBC Private Wealth Group
Georgia
$635K +$12.1K +705 +2%
William Blair & Company
57
William Blair & Company
Illinois
$613K +$19.3K +1,123 +3%
CIBC World Market
58
CIBC World Market
Ontario, Canada
$568K -$58.4K -3,397 -9%
NSIM
59
North Star Investment Management
Illinois
$559K +$35.1K +2,042 +7%
BAS
60
Brown Advisory Securities
Maryland
$556K -$12.5K -724 -2%
MIC
61
Meridian Investment Counsel
California
$556K +$17.5K +1,021 +3%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$526K -$4.89K -285 -0.9%
ICAS
63
Investors Capital Advisory Services
Massachusetts
$514K -$1.3K -76 -0.3%
MC
64
Moors & Cabot
Massachusetts
$491K +$347 +20 +0.1%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$489K -$2.29K -133 -0.5%
EM
66
EnTrustPermal Management
New York
$487K – – –
Norges Bank
67
Norges Bank
Norway
$460K -$24.7K -1,436 -5%
WRM
68
Westport Resources Management
Connecticut
$417K -$126K -7,339 -23%
ACM
69
Ativo Capital Management
Illinois
$408K +$17 +1 +0%
Bank of New York Mellon
70
Bank of New York Mellon
New York
$376K -$27.7K -1,610 -7%
CC
71
Cornerstone Capital
California
$375K +$375K +21,809 New
LWA
72
Lenox Wealth Advisors
New York
$373K – – –
CMANY
73
Capital Management Associates (New York)
New York
$371K -$21K -1,225 -5%
IIC
74
Ironwood Investment Counsel
Arizona
$307K – – –
MAA
75
Mraz Amerine & Associates
California
$305K -$7.02K -409 -2%
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