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Golub Capital BDC
GBDC

Overview Fund Activity

251 hedge funds and large institutions have $1.09B invested in Golub Capital BDC in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 112 increasing their positions, 60 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
-8
Holders Change %
-3.09%
% of All Funds
3.64%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
31
Increased
112
Reduced
60
Closed
35
Calls
$1.01M
Puts
$545K
Net Calls
+$462K
Net Calls Change
-$480K

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$12.1M
2
AIM
Allen Investment Management
New York
+$7.97M
3
VanEck Associates
VanEck Associates
New York
+$6.64M
4
NFC
Northeast Financial Consultants
Connecticut
+$6.11M
5
GFL
Granite FO LLC
New Hampshire
+$5.98M

Top Sellers

1
SO
STRS Ohio
Ohio
-$52.4M
2
Millennium Management
Millennium Management
New York
-$18.9M
3
LC
Lindbrook Capital
California
-$16.8M
4
HCC
Hirtle Callaghan & Co
Pennsylvania
-$13M
5
Morgan Stanley
Morgan Stanley
New York
-$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
51
Next Capital Management
New York
$4.4M -$5.9M -354,705 -57%
TG
52
TCW Group
California
$4.39M +$3.51M +211,329 +400%
Stifel Financial
53
Stifel Financial
Missouri
$4.23M +$750K +45,101 +22%
Franklin Resources
54
Franklin Resources
California
$4.2M +$4.2M +252,798 New
Pathstone Holdings
55
Pathstone Holdings
New Jersey
$4.16M +$88.5K +5,320 +2%
CCM
56
Condor Capital Management
New Jersey
$4.09M +$241K +14,484 +6%
NEAM
57
New England Asset Management
Connecticut
$3.87M – – –
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$3.77M +$2.61M +156,974 +225%
Connor, Clark & Lunn Investment Management (CC&L)
59
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.35M +$2M +120,312 +148%
PA
60
Parallel Advisors
California
$3.28M +$3.93K +236 +0.1%
DADC
61
D.A. Davidson & Co
Montana
$3.19M +$486K +29,198 +18%
EWA
62
EP Wealth Advisors
California
$3.08M +$649 +39 +0%
SCA
63
Snowden Capital Advisors
New York
$3.07M +$1.5M +90,155 +95%
HWAM
64
Hennion & Walsh Asset Management
New Jersey
$2.92M +$331K +19,876 +13%
NVCHI
65
New Vernon Capital Holdings II
New Jersey
$2.7M – – –
UAG
66
United Advisor Group
Ohio
$2.7M +$2.7M +162,536 New
Canada Life
67
Canada Life
Manitoba, Canada
$2.69M +$152K +9,145 +6%
IC
68
IEQ Capital
California
$2.66M +$5.77K +347 +0.2%
Mariner
69
Mariner
Kansas
$2.65M +$199K +11,944 +8%
TYCC
70
Texas Yale Capital Corp
Florida
$2.44M -$31.1K -1,868 -1%
NW
71
Naviter Wealth
Arkansas
$2.4M +$2.18M +131,036 +966%
WC
72
Waterloo Capital
Texas
$2.37M +$930K +55,947 +65%
TC
73
Truvestments Capital
Florida
$2.36M +$2.01M +120,735 +576%
Corient Private Wealth
74
Corient Private Wealth
Florida
$2.33M -$54.2K -3,257 -2%
BCM
75
BluePointe Capital Management
California
$2.18M +$2.08K +125 +0.1%
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