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Golub Capital BDC
GBDC

Overview Fund Activity

115 hedge funds and large institutions have $402M invested in Golub Capital BDC in 2014 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+3
Holders Change %
+2.68%
% of All Funds
3.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
49
Reduced
30
Closed
13
Calls
$285K
Puts
$118K
Net Calls
+$167K
Net Calls Change
-$135K

Top Buyers

1
ALA
Atherton Lane Advisers
California
+$26.7M
2
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
+$12.7M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$9.31M
4
ClearBridge Investments
ClearBridge Investments
New York
+$7.4M
5
NRS
Neville Rodie & Shaw
New York
+$4M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$4.33M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$4.23M
3
CIM
Confluence Investment Management
Missouri
-$1.84M
4
NIMC
NWQ Investment Management Company
California
-$1.64M
5
Invesco
Invesco
Georgia
-$628K
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
76
Millennium Management
New York
$379K -$157K -8,963 -29%
MERSOM
77
Municipal Employees' Retirement System of Michigan
Michigan
$357K +$357K +20,420 New
PHS
78
Pekin Hardy Strauss
Illinois
$354K – – –
BA
79
BlackRock Advisors
Delaware
$345K +$12.7K +726 +4%
MC
80
Moors & Cabot
Massachusetts
$308K +$308K +17,614 New
SCM
81
Sterling Capital Management
North Carolina
$291K +$9.4K +538 +3%
IIC
82
Ironwood Investment Counsel
Arizona
$285K +$285K +16,336 New
ZCM
83
Zebra Capital Management
Connecticut
$246K +$246K +14,102 New
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$240K – – –
CFA
85
Carroll Financial Associates
North Carolina
$239K -$44.6K -2,553 -16%
Bank of America
86
Bank of America
North Carolina
$237K +$237K +13,525 +79,559%
CAN
87
Cetera Advisor Networks
California
$233K -$44.8K -2,553 -16%
GI
88
Glovista Investments
New Jersey
$218K +$17.9K +1,021 +9%
LPL Financial
89
LPL Financial
California
$204K -$80K -4,588 -28%
TAM
90
Tocqueville Asset Management
New York
$202K +$57.8K +3,318 +40%
BCM
91
Buckhead Capital Management
Georgia
$198K – – –
Two Sigma Investments
92
Two Sigma Investments
New York
$185K +$185K +10,559 New
JIC
93
Joel Isaacson & Co
New York
$169K – – –
Citigroup
94
Citigroup
New York
$119K -$261K -15,004 -69%
US Bancorp
95
US Bancorp
Minnesota
$101K – – –
BRWA
96
B. Riley Wealth Advisors
Florida
$73K +$73K +4,182 New
BPBT
97
Boston Private Bank & Trust
Massachusetts
$57K – – –
Canada Life
98
Canada Life
Manitoba, Canada
$53K – – –
MFS
99
MSI Financial Services
Massachusetts
$29K +$9.07K +511 +46%
PAM
100
Panagora Asset Management
Massachusetts
$27K – – –
2 3
4
5 6