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Golub Capital BDC
GBDC

Overview Fund Activity

238 hedge funds and large institutions have $1.14B invested in Golub Capital BDC in 2022 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 81 increasing their positions, 66 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+13
Holders Change %
+5.78%
% of All Funds
3.77%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.19%
New
37
Increased
81
Reduced
66
Closed
22
Calls
$385K
Puts
$582K
Net Calls
-$197K
Net Calls Change
-$492K

Top Buyers

1
Cerity Partners
Cerity Partners
New York
$35.7M
2
BTCPP
Border to Coast Pensions Partnership
United Kingdom
$10.2M
3
PGH
Partners Group Holding
Switzerland
$9.79M
4
CG
Colony Group
Massachusetts
$8.7M
5
VanEck Associates
VanEck Associates
New York
$32.1M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
$10.8M
2
SO
STRS Ohio
Ohio
$286M
3
SMA
Sage Mountain Advisors
Georgia
$15.9M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$45.3M
5
BlackRock
BlackRock
New York
$15M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
51
LPL Financial
California
$3.77M +$88.8K +5,841 +2%
NCM
52
Next Capital Management
New York
$3.69M +$340K +22,371 +10%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$3.64M -$1.06M -69,502 -23%
Principal Financial Group
54
Principal Financial Group
Iowa
$3.63M -$1.72M -112,806 -32%
NEAM
55
New England Asset Management
Connecticut
$3.54M – – –
AIM
56
Allen Investment Management
New York
$3.5M – – –
UCFA
57
United Capital Financial Advisors
Texas
$3.47M -$137K -9,000 -4%
CAM
58
Concorde Asset Management
Michigan
$3.2M +$1.1M +72,341 +52%
HWAM
59
Hennion & Walsh Asset Management
New Jersey
$3.06M -$398K -26,201 -12%
GEM
60
Global Endowment Management
North Carolina
$2.86M – – –
AFG
61
Albion Financial Group
Utah
$2.75M +$372K +24,473 +16%
FPS
62
Fieldpoint Private Securities
Connecticut
$2.52M +$169K +11,082 +7%
S
63
SignatureFD
Georgia
$2.4M +$3.3K +217 +0.1%
NFC
64
Northeast Financial Consultants
Connecticut
$2.4M -$52.6K -3,458 -2%
CIBC Private Wealth Group
65
CIBC Private Wealth Group
Georgia
$2.39M +$251K +16,517 +12%
Lido Advisors
66
Lido Advisors
California
$2.36M +$373K +24,564 +19%
SCA
67
Spearhead Capital Advisors
Florida
$2.28M – – –
IC
68
IEQ Capital
California
$2.21M -$343K -22,551 -13%
SAM
69
Shikiar Asset Management
New York
$2.2M -$6.08K -400 -0.3%
EBA
70
Eagle Bay Advisors
New York
$2.15M -$452K -29,691 -17%
AI
71
Atria Investments
North Carolina
$2.13M +$2.13M +140,261 New
JPMPWA
72
J.P. Morgan Private Wealth Advisors
California
$2.13M +$268K +17,610 +14%
SIA
73
Schechter Investment Advisors
Michigan
$2.13M -$23.5K -1,544 -1%
TYCC
74
Texas Yale Capital Corp
Florida
$2.06M -$202K -13,299 -9%
CSS
75
Cubist Systematic Strategies
Connecticut
$1.98M +$1.34M +87,970 +210%
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