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Golub Capital BDC
GBDC

Overview Fund Activity

118 hedge funds and large institutions have $326M invested in Golub Capital BDC in 2016 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+4
Holders Change %
+3.51%
% of All Funds
3.15%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
16
Increased
36
Reduced
41
Closed
11
Calls
$1.3M
Puts
–
Net Calls
+$1.3M
Net Calls Change
+$611K

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$4.16M
2
DFG
Delphi Financial Group
Delaware
+$3.14M
3
CCP
Clough Capital Partners
Massachusetts
+$3.13M
4
Northern Trust
Northern Trust
Illinois
+$1.89M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$1.73M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$4.46M
2
LPL Financial
LPL Financial
California
-$2.61M
3
ClearBridge Investments
ClearBridge Investments
New York
-$2.5M
4
Brown Advisory
Brown Advisory
Maryland
-$2.11M
5
Invesco
Invesco
Georgia
-$677K
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$791K -$96.1K -5,663 -11%
AR
52
Advisory Research
Illinois
$774K -$146K -8,588 -16%
HB
53
Homrich & Berg
Georgia
$760K +$13.9K +817 +2%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$727K -$22.6K -1,335 -3%
WSCM
55
Wellington Shields Capital Management
New York
$704K +$1.73K +102 +0.2%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$676K +$16.5K +971 +2%
BAS
57
Brown Advisory Securities
Maryland
$673K +$2.78K +164 +0.4%
SMDAM
58
Sumitomo Mitsui DS Asset Management
Japan
$665K -$151K -8,886 -18%
BCP
59
Berkeley Capital Partners
Georgia
$640K +$640K +37,728 New
RFC
60
Russell Frank Company
Washington
$611K -$51.9K -3,063 -8%
AIM
61
Allen Investment Management
New York
$564K – – –
WJA
62
Williams Jones & Associates
New York
$554K -$60.6K -3,574 -10%
William Blair & Company
63
William Blair & Company
Illinois
$499K – – –
CIBC Private Wealth Group
64
CIBC Private Wealth Group
Georgia
$492K +$23.8K +1,406 +5%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$481K +$323K +19,051 +205%
PAG
66
Private Advisor Group
New Jersey
$472K +$472K +27,818 New
ACM
67
Ativo Capital Management
Illinois
$470K -$119 -7 -0%
MC
68
Moors & Cabot
Massachusetts
$466K -$12.5K -744 -3%
Citigroup
69
Citigroup
New York
$448K -$57.1K -3,373 -11%
MIC
70
Meridian Investment Counsel
California
$399K -$78.2K -4,620 -16%
CIBC World Market
71
CIBC World Market
Ontario, Canada
$392K -$55.8K -3,293 -12%
Bank of America
72
Bank of America
North Carolina
$379K +$285K +16,787 +303%
LWA
73
Lenox Wealth Advisors
New York
$368K – – –
Bank of New York Mellon
74
Bank of New York Mellon
New York
$368K +$15.2K +899 +4%
CG
75
Clinton Group
New York
$344K +$131K +7,742 +62%
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