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Golub Capital BDC
GBDC

Overview Fund Activity

259 hedge funds and large institutions have $1.06B invested in Golub Capital BDC in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 96 increasing their positions, 78 reducing their positions, and 25 closing their positions.

Holders
259
Holders Change
+11
Holders Change %
+4.44%
% of All Funds
3.8%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
40
Increased
96
Reduced
78
Closed
25
Calls
$1.29M
Puts
$352K
Net Calls
+$942K
Net Calls Change
+$569K

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$26.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$40.7M
3
Bank of America
3
Bank of America
North Carolina
$14.6M
4
Citigroup
4
Citigroup
New York
$5M
5
AIM
5
Allen Investment Management
New York
$24.5M

Top Sellers

1
SO
1
STRS Ohio
Ohio
$140M
2
Millennium Management
2
Millennium Management
New York
$18.1M
3
NCM
3
Next Capital Management
New York
$9.35M
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$0
5
LC
5
Lindbrook Capital
California
$70.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHS
51
M Holdings Securities
Oregon
$4.02M +$606K +40,126 +18%
Pathstone Holdings
52
Pathstone Holdings
New Jersey
$3.69M +$3.69M +244,616 New
NEAM
53
New England Asset Management
Connecticut
$3.52M – – –
CCM
54
Condor Capital Management
New Jersey
$3.5M +$218K +14,425 +7%
PI
55
Putnam Investments
Massachusetts
$3.42M +$736K +48,747 +27%
Baillie Gifford & Co
56
Baillie Gifford & Co
United Kingdom
$3.38M +$541K +35,806 +19%
PCH
57
Polar Capital Holdings
United Kingdom
$3.17M – – –
Stifel Financial
58
Stifel Financial
Missouri
$3.16M +$633K +41,923 +25%
PA
59
Parallel Advisors
California
$2.97M -$107K -7,070 -3%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$2.93M -$254K -16,846 -8%
GFL
61
Granite FO LLC
New Hampshire
$2.9M -$1.04M -68,550 -26%
EWA
62
EP Wealth Advisors
California
$2.79M +$574 +38 +0%
Qube Research & Technologies (QRT)
63
Qube Research & Technologies (QRT)
United Kingdom
$2.55M +$1.71M +113,082 +202%
NVCHI
64
New Vernon Capital Holdings II
New Jersey
$2.45M – – –
DADC
65
D.A. Davidson & Co
Montana
$2.45M +$292K +19,348 +14%
IC
66
IEQ Capital
California
$2.41M +$6.19K +410 +0.3%
HWAM
67
Hennion & Walsh Asset Management
New Jersey
$2.35M +$609K +40,342 +35%
Canada Life
68
Canada Life
Manitoba, Canada
$2.29M -$230K -15,362 -9%
TYCC
69
Texas Yale Capital Corp
Florida
$2.24M -$223K -14,764 -9%
RVPG
70
Relative Value Partners Group
$2.23M +$29.4K +1,947 +1%
Mariner
71
Mariner
Kansas
$2.22M +$90.5K +5,994 +4%
Corient Private Wealth
72
Corient Private Wealth
Florida
$2.17M +$230K +15,237 +12%
HWM
73
HB Wealth Management
Georgia
$2.14M +$552K +36,530 +35%
CSS
74
Cubist Systematic Strategies
Connecticut
$2.13M +$986K +65,327 +87%
Brown Advisory
75
Brown Advisory
Maryland
$2.05M -$5.74K -380 -0.3%
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