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Golub Capital BDC
GBDC

Overview Fund Activity

242 hedge funds and large institutions have $943M invested in Golub Capital BDC in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 89 increasing their positions, 63 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+15
Holders Change %
+6.61%
% of All Funds
3.82%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
33
Increased
89
Reduced
63
Closed
17
Calls
$314K
Puts
$677K
Net Calls
-$363K
Net Calls Change
-$321K

Top Buyers

1
AIM
Allen Investment Management
New York
+$5.35M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$5.28M
3
LSV Asset Management
LSV Asset Management
Illinois
+$5.21M
4
MFG
Merit Financial Group
Georgia
+$3.99M
5
SMA
Sage Mountain Advisors
Georgia
+$2.67M

Top Sellers

1
UCIG
Ulrich Consultants & Investment Group
New Mexico
-$10.7M
2
Natixis Advisors
Natixis Advisors
Massachusetts
-$7.81M
3
CG
Colony Group
Massachusetts
-$6.34M
4
CWM
Curi Wealth Management
North Carolina
-$4.66M
5
Cerity Partners
Cerity Partners
New York
-$4.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
51
LPL Financial
California
$3.31M -$6.64K -492 -0.2%
NEAM
52
New England Asset Management
Connecticut
$3.14M – – –
AI
53
Atria Investments
North Carolina
$3.13M -$403K -29,860 -11%
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$3.06M -$48.4K -3,584 -2%
UCFA
55
United Capital Financial Advisors
Texas
$2.73M -$149K -11,000 -5%
CCM
56
Callodine Capital Management
Massachusetts
$2.7M -$338K -25,000 -11%
CCM
57
Condor Capital Management
New Jersey
$2.66M +$188K +13,962 +8%
PI
58
Putnam Investments
Massachusetts
$2.58M +$4.27K +316 +0.2%
PA
59
Parallel Advisors
California
$2.53M +$1.56M +115,253 +160%
EWA
60
EP Wealth Advisors
California
$2.48M +$2.48M +8,498 New
AWM
61
Axxcess Wealth Management
California
$2.36M +$1.21M +89,543 +105%
TYCC
62
Texas Yale Capital Corp
Florida
$2.28M -$145K -10,731 -6%
NWM
63
Nicola Wealth Management
British Columbia, Canada
$2.28M – – –
Canada Life
64
Canada Life
Manitoba, Canada
$2.21M +$119K +8,781 +6%
HWAM
65
Hennion & Walsh Asset Management
New Jersey
$2.15M -$507K -37,542 -19%
NVCHI
66
New Vernon Capital Holdings II
New Jersey
$2.12M -$2.12M -156,852 -50%
First Trust Advisors
67
First Trust Advisors
Illinois
$1.98M +$800K +59,241 +68%
IC
68
IEQ Capital
California
$1.96M -$149K -11,061 -7%
Stifel Financial
69
Stifel Financial
Missouri
$1.92M +$185K +13,672 +11%
SIA
70
Schechter Investment Advisors
Michigan
$1.87M +$8.6K +637 +0.5%
Brown Advisory
71
Brown Advisory
Maryland
$1.85M -$97.6K -7,232 -5%
Mariner
72
Mariner
Kansas
$1.77M +$207K +15,360 +13%
GPI
73
General Partner Inc
Pennsylvania
$1.65M – – –
Baillie Gifford & Co
74
Baillie Gifford & Co
United Kingdom
$1.65M – – –
MRWM
75
ML&R Wealth Management
Texas
$1.64M +$1.64M +121,300 New
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