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Golub Capital BDC
GBDC

Overview Fund Activity

281 hedge funds and large institutions have $1.44B invested in Golub Capital BDC in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 125 increasing their positions, 70 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
-11
Holders Change %
-3.77%
% of All Funds
4.06%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
38
Increased
125
Reduced
70
Closed
47
Calls
$3.15M
Puts
$557K
Net Calls
+$2.59M
Net Calls Change
+$1.48M

Top Buyers

1
PGH
Partners Group Holding
Switzerland
$30.1M
2
DA
Denali Advisors
California
$8.91M
3
LCP
LGT Capital Partners
Switzerland
$8.72M
4
OAC
OMERS Administration Corp
Ontario, Canada
$48.6M
5
AM
Ares Management
California
$43M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
$81.5M
2
Bank of America
Bank of America
North Carolina
$18.8M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$46.4M
4
Citadel Advisors
Citadel Advisors
Florida
$18K
5
HCC
Hirtle Callaghan & Co
Pennsylvania
$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS AM
51
UBS AM
Illinois
$4.9M – – –
Brown Advisory
52
Brown Advisory
Maryland
$4.84M +$1.89M +125,095 +64%
PC
53
Prairiewood Capital
North Dakota
$4.8M -$68.9K -4,563 -1%
CCM
54
Condor Capital Management
New Jersey
$4.53M +$9.2K +609 +0.2%
LPL Financial
55
LPL Financial
California
$4.51M -$2.93K -194 -0.1%
MFG
56
Merit Financial Group
Georgia
$4.47M – – –
UBS Group
57
UBS Group
Switzerland
$4.36M -$2.18M -143,969 -33%
AO
58
Advisor OS
Illinois
$4.15M +$4.15M +274,890 New
AIM
59
Anchor Investment Management
South Carolina
$4.14M +$2.74M +181,210 +195%
Pathstone Holdings
60
Pathstone Holdings
New Jersey
$4.07M -$227K -15,021 -5%
FNT
61
First National Trust
Pennsylvania
$3.99M +$3.99M +264,177 New
Baillie Gifford & Co
62
Baillie Gifford & Co
United Kingdom
$3.8M -$3.84M -254,320 -50%
DADC
63
D.A. Davidson & Co
Montana
$3.79M +$424K +28,031 +13%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$3.76M +$1.7M +112,334 +82%
HWM
65
HB Wealth Management
Georgia
$3.57M -$2.24M -148,446 -39%
HWAM
66
Hennion & Walsh Asset Management
New Jersey
$3.57M +$436K +28,825 +14%
NEAM
67
New England Asset Management
Connecticut
$3.52M – – –
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$3.49M +$3.49M +233,030 New
SIA
69
Schechter Investment Advisors
Michigan
$3.4M +$1.56M +102,922 +84%
PA
70
Parallel Advisors
California
$3.38M +$166K +10,993 +5%
NW
71
Naviter Wealth
Arkansas
$3.33M +$697K +46,145 +26%
LCWP
72
Legacy Capital Wealth Partners
Arkansas
$3.07M +$1.53M +101,409 +100%
1832 Asset Management
73
1832 Asset Management
Ontario, Canada
$3.02M -$6.04M -400,000 -67%
Barclays
74
Barclays
United Kingdom
$2.87M +$898K +59,443 +45%
EWA
75
EP Wealth Advisors
California
$2.82M +$24.4K +1,617 +0.9%
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