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Golub Capital BDC
GBDC

Overview Fund Activity

225 hedge funds and large institutions have $1.17B invested in Golub Capital BDC in 2021 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 83 increasing their positions, 60 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+22
Holders Change %
+10.84%
% of All Funds
3.47%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
48
Increased
83
Reduced
60
Closed
23
Calls
$708K
Puts
$413K
Net Calls
+$295K
Net Calls Change
+$1.13M

Top Buyers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$53.2M
2
Millennium Management
2
Millennium Management
New York
$20.2M
3
HCC
3
Hirtle Callaghan & Co
Pennsylvania
$6.73M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$5.43M
5
AM
5
Ares Management
California
$32.9M

Top Sellers

1
SO
1
STRS Ohio
Ohio
$309M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$0
3
Jane Street
3
Jane Street
New York
$1.14M
4
RFA
4
Radnor Financial Advisors
Pennsylvania
$3.53M
5
RC
5
RegentAtlantic Capital
New Jersey
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
51
Allen Investment Management
New York
$3.56M – – –
V
52
Veritable
Delaware
$3.56M -$65.8K -4,261 -2%
RFA
53
Radnor Financial Advisors
Pennsylvania
$3.53M -$5.57M -360,559 -61%
HWAM
54
Hennion & Walsh Asset Management
New Jersey
$3.52M -$68.3K -4,426 -2%
NCM
55
Next Capital Management
New York
$3.4M -$9.73K -630 -0.3%
ECM
56
ExodusPoint Capital Management
New York
$3.2M +$3.2M +207,516 New
PC
57
Prairiewood Capital
North Dakota
$3.06M +$135K +8,744 +5%
GEM
58
Global Endowment Management
North Carolina
$2.9M +$1.21M +78,100 +71%
Neuberger Berman Group
59
Neuberger Berman Group
New York
$2.9M -$838K -54,273 -22%
EBA
60
Eagle Bay Advisors
New York
$2.65M +$964K +62,328 +57%
IC
61
IEQ Capital
California
$2.59M +$1.7M +110,000 +191%
NFC
62
Northeast Financial Consultants
Connecticut
$2.49M -$81.2K -5,261 -3%
S
63
SignatureFD
Georgia
$2.44M -$2.27K -147 -0.1%
AFG
64
Albion Financial Group
Utah
$2.42M -$3.06M -198,383 -56%
FPS
65
Fieldpoint Private Securities
Connecticut
$2.38M +$18K +1,166 +0.8%
SCA
66
Spearhead Capital Advisors
Florida
$2.32M – – –
TYCC
67
Texas Yale Capital Corp
Florida
$2.29M +$115K +7,439 +5%
SAM
68
Shikiar Asset Management
New York
$2.24M +$865K +56,000 +63%
SIA
69
Schechter Investment Advisors
Michigan
$2.18M +$2.18M +141,332 New
CIBC Private Wealth Group
70
CIBC Private Wealth Group
Georgia
$2.17M -$14.3K -927 -0.7%
CAM
71
Concorde Asset Management
Michigan
$2.13M +$814K +52,711 +62%
Lido Advisors
72
Lido Advisors
California
$2.02M -$697K -45,139 -26%
JPMPWA
73
J.P. Morgan Private Wealth Advisors
California
$1.89M -$49.2K -3,188 -3%
EIA
74
Edgemoor Investment Advisors
Maryland
$1.74M -$13.4K -866 -0.8%
NRS
75
Neville Rodie & Shaw
New York
$1.72M +$15 +1 +0%
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3
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