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Golub Capital BDC
GBDC

Overview Fund Activity

136 hedge funds and large institutions have $494M invested in Golub Capital BDC in 2017 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+3
Holders Change %
+2.26%
% of All Funds
3.39%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
18
Increased
51
Reduced
41
Closed
13
Calls
$209K
Puts
–
Net Calls
+$209K
Net Calls Change
+$209K

Top Buyers

1
MC
Muzinich & Co
New York
+$12.3M
2
BlackRock
BlackRock
New York
+$9.01M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$8.73M
4
UBS Group
UBS Group
Switzerland
+$5.42M
5
LWM
Lyell Wealth Management
California
+$4.59M

Top Sellers

1
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$7.36M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$7.24M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$4.56M
4
ClearBridge Investments
ClearBridge Investments
New York
-$3.31M
5
YMRC
Yorktown Management & Research Company
Virginia
-$2.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
51
Crawford Investment Counsel
Georgia
$1.05M +$136K +6,964 +15%
PSUF
52
People's United Financial
Connecticut
$1.01M -$464K -23,833 -31%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$963K -$60.7K -3,119 -6%
PPA
54
Parametric Portfolio Associates
Washington
$953K +$11K +564 +1%
ACM
55
Ativo Capital Management
Illinois
$894K +$58 +3 +0%
EWM
56
Evercore Wealth Management
New York
$856K – – –
BAS
57
Brown Advisory Securities
Maryland
$848K -$59.6K -3,051 -7%
WSCM
58
Wellington Shields Capital Management
New York
$751K -$37.7K -1,939 -5%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$750K +$33.8K +1,736 +5%
TG
60
TCW Group
California
$736K -$1.42M -73,113 -66%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$735K -$315K -16,204 -30%
SCM
62
Shelton Capital Management
Colorado
$696K +$696K +35,735 New
Stifel Financial
63
Stifel Financial
Missouri
$664K -$29.6K -1,526 -4%
GT
64
Glenmede Trust
Pennsylvania
$600K -$111K -5,697 -16%
MC
65
Moors & Cabot
Massachusetts
$577K -$11.6K -592 -2%
Russell Investments Group
66
Russell Investments Group
United Kingdom
$570K – – –
Citigroup
67
Citigroup
New York
$560K +$98.8K +5,080 +21%
SWM
68
Segment Wealth Management
Texas
$540K +$59.6K +3,063 +12%
William Blair & Company
69
William Blair & Company
Illinois
$539K -$32.7K -1,745 -6%
MF
70
Magnetar Financial
Illinois
$536K +$536K +27,508 New
LFAS
71
Level Four Advisory Services
Texas
$510K +$233K +12,008 +84%
G
72
GenTrust
Florida
$508K – – –
CIBC Private Wealth Group
73
CIBC Private Wealth Group
Georgia
$507K -$17.8K -914 -3%
GWM
74
Geneos Wealth Management
Colorado
$504K +$91.3K +4,696 +22%
WJA
75
Williams Jones & Associates
New York
$497K +$79.5K +4,084 +19%
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