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Golub Capital BDC
GBDC

Overview Fund Activity

125 hedge funds and large institutions have $421M invested in Golub Capital BDC in 2016 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 36 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+7
Holders Change %
+5.93%
% of All Funds
3.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
44
Reduced
36
Closed
7
Calls
$1.26M
Puts
–
Net Calls
+$1.26M
Net Calls Change
-$45K

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$59.6M
2
Wells Fargo
Wells Fargo
California
+$7.18M
3
CCP
Clough Capital Partners
Massachusetts
+$2.76M
4
HB
Homrich & Berg
Georgia
+$2.49M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$1.99M

Top Sellers

1
Invesco
Invesco
Georgia
-$981K
2
DM
Delphi Management
Massachusetts
-$978K
3
UBS Group
UBS Group
Switzerland
-$881K
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$569K
5
UBS AM
UBS AM
Illinois
-$567K
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
51
Evercore Wealth Management
New York
$906K -$361K -20,420 -29%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$899K +$140K +7,913 +18%
Stifel Financial
53
Stifel Financial
Missouri
$863K +$36.8K +2,075 +4%
PPA
54
Parametric Portfolio Associates
Washington
$859K -$18.9K -1,068 -2%
ACM
55
Ativo Capital Management
Illinois
$812K +$322K +18,177 +66%
AAMU
56
Amundi Asset Management US
Massachusetts
$807K +$807K +45,563 New
AR
57
Advisory Research
Illinois
$805K -$3.08K -174 -0.4%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$784K +$78.6K +4,439 +11%
SWP
59
Stratos Wealth Partners
Ohio
$756K +$756K +42,698 New
BAS
60
Brown Advisory Securities
Maryland
$746K +$44.8K +2,535 +6%
WSCM
61
Wellington Shields Capital Management
New York
$735K – – –
SMDAM
62
Sumitomo Mitsui DS Asset Management
Japan
$694K – – –
BCP
63
Berkeley Capital Partners
Georgia
$685K +$16.9K +957 +3%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$650K +$149K +8,421 +30%
CIBC Private Wealth Group
65
CIBC Private Wealth Group
Georgia
$591K +$76.7K +4,329 +15%
WJA
66
Williams Jones & Associates
New York
$578K – – –
EA
67
Emerald Acquisition
Washington
$574K +$574K +32,458 New
William Blair & Company
68
William Blair & Company
Illinois
$563K +$41.7K +2,354 +8%
AIM
69
Allen Investment Management
New York
$562K -$26.2K -1,483 -4%
Ameriprise
70
Ameriprise
Minnesota
$549K +$549K +30,976 New
MC
71
Moors & Cabot
Massachusetts
$492K +$373 +21 +0.1%
PAG
72
Private Advisor Group
New Jersey
$490K -$6.82K -382 -1%
Citigroup
73
Citigroup
New York
$484K +$15.6K +881 +3%
TC
74
Travelers Companies
Minnesota
$449K -$445K -25,095 -50%
MIC
75
Meridian Investment Counsel
California
$404K -$12.6K -715 -3%
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