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Golub Capital BDC
GBDC

Overview Fund Activity

227 hedge funds and large institutions have $954M invested in Golub Capital BDC in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 88 increasing their positions, 79 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
-24
Holders Change %
-9.56%
% of All Funds
3.63%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
17
Increased
88
Reduced
79
Closed
34
Calls
$542K
Puts
$584K
Net Calls
-$42K
Net Calls Change
-$2.26M

Top Buyers

1
LSV Asset Management
LSV Asset Management
Illinois
$11.2M
2
BTCPP
Border to Coast Pensions Partnership
United Kingdom
$19.6M
3
SMA
Sage Mountain Advisors
Georgia
$24.1M
4
VanEck Associates
VanEck Associates
New York
$27.3M
5
CBA
Coastal Bridge Advisors
Connecticut
$8.14M

Top Sellers

1
SFBLI
Southern Farm Bureau Life Insurance
Mississippi
$10.3M
2
Millennium Management
Millennium Management
New York
$16.7M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
SO
STRS Ohio
Ohio
$156M
5
RCM
Rivernorth Capital Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCH
51
Polar Capital Holdings
United Kingdom
$3.84M – – –
EBA
52
Eagle Bay Advisors
New York
$3.8M -$24.2K -1,785 -0.6%
GFL
53
Granite FO LLC
New Hampshire
$3.6M – – –
AI
54
Atria Investments
North Carolina
$3.55M -$75.7K -5,585 -2%
LPL Financial
55
LPL Financial
California
$3.34M +$166K +12,270 +5%
AIM
56
Allen Investment Management
New York
$3.29M – – –
NEAM
57
New England Asset Management
Connecticut
$3.16M – – –
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$3.12M -$41.7K -3,075 -1%
CCM
59
Callodine Capital Management
Massachusetts
$3.05M +$339K +25,000 +13%
UCFA
60
United Capital Financial Advisors
Texas
$2.89M +$50.9K +3,750 +2%
HWAM
61
Hennion & Walsh Asset Management
New Jersey
$2.67M -$455K -33,577 -15%
PI
62
Putnam Investments
Massachusetts
$2.59M +$1.94M +143,431 +302%
CCM
63
Condor Capital Management
New Jersey
$2.48M +$246K +18,136 +11%
TYCC
64
Texas Yale Capital Corp
Florida
$2.44M -$285K -21,015 -10%
NWM
65
Nicola Wealth Management
British Columbia, Canada
$2.29M – – –
Corient Private Wealth
66
Corient Private Wealth
Florida
$2.28M -$283K -20,868 -11%
IC
67
IEQ Capital
California
$2.12M -$89.6K -6,608 -4%
Canada Life
68
Canada Life
Manitoba, Canada
$2.09M -$393K -28,914 -16%
Brown Advisory
69
Brown Advisory
Maryland
$1.95M +$165K +12,196 +9%
SIA
70
Schechter Investment Advisors
Michigan
$1.87M -$3.24K -239 -0.2%
Lido Advisors
71
Lido Advisors
California
$1.82M -$495K -36,518 -21%
AFG
72
Albion Financial Group
Utah
$1.81M -$89.3K -6,586 -5%
Stifel Financial
73
Stifel Financial
Missouri
$1.75M +$697K +51,421 +66%
Baillie Gifford & Co
74
Baillie Gifford & Co
United Kingdom
$1.66M – – –
GPI
75
General Partner Inc
Pennsylvania
$1.65M – – –
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