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Golub Capital BDC
GBDC

Overview Fund Activity

114 hedge funds and large institutions have $403M invested in Golub Capital BDC in 2014 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 44 increasing their positions, 34 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
-1
Holders Change %
-0.87%
% of All Funds
3.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
44
Reduced
34
Closed
25
Calls
–
Puts
$117K
Net Calls
-$117K
Net Calls Change
-$284K

Top Buyers

1
U
1
UBS
Switzerland
$29.5M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$5.31M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$17.4M
4
HC
4
Highmount Capital
New York
$6.35M
5
AAMU
5
Amundi Asset Management US
Massachusetts
$10.5M

Top Sellers

1
BFA
1
BlackRock Fund Advisors
California
$0
2
State Street
2
State Street
Massachusetts
$1.05M
3
BIT
3
BlackRock Institutional Trust
California
$0
4
CIM
4
Confluence Investment Management
Missouri
$19.3M
5
Northern Trust
5
Northern Trust
Illinois
$5.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIC
76
Ironwood Investment Counsel
Arizona
$309K +$26.1K +1,506 +9%
MIC
77
Meridian Investment Counsel
California
$308K +$308K +17,765 New
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$301K +$301K +17,347 New
Nomura Holdings
79
Nomura Holdings
Japan
$298K +$298K +17,255 New
SCM
80
Sterling Capital Management
North Carolina
$296K +$7.62K +440 +3%
JG
81
Jefferies Group
New York
$289K +$289K +16,626 New
VFS
82
VSR Financial Services
Kansas
$273K -$295K -16,999 -52%
Marshall Wace
83
Marshall Wace
United Kingdom
$269K +$269K +15,519 New
VKH
84
Virtu KCG Holdings
New York
$219K +$219K +12,616 New
California Public Employees Retirement System
85
California Public Employees Retirement System
California
$218K +$218K +12,558 New
SWP
86
Stratos Wealth Partners
Ohio
$214K +$214K +12,558 New
CFA
87
Carroll Financial Associates
North Carolina
$211K -$26.6K -1,531 -11%
TAM
88
Tocqueville Asset Management
New York
$206K +$5.32K +307 +3%
CAN
89
Cetera Advisor Networks
California
$205K -$26.7K -1,531 -12%
DAC
90
Dividend Assets Capital
South Carolina
$177K +$177K +10,210 New
JIC
91
Joel Isaacson & Co
New York
$168K – – –
EWM
92
Evercore Wealth Management
New York
$134K +$116K +6,688 +655%
US Bancorp
93
US Bancorp
Minnesota
$103K +$3.51K +204 +4%
BRWA
94
B. Riley Wealth Advisors
Florida
$87.8K +$15.3K +884 +21%
AIG
95
American International Group
New York
$64.4K -$449K -25,900 -87%
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$62K -$534K -30,802 -90%
BPBT
97
Boston Private Bank & Trust
Massachusetts
$51K -$4.84K -281 -9%
NFG
98
Next Financial Group
Texas
$34K +$34K +2,103 New
MFS
99
MSI Financial Services
Massachusetts
$28K – – –
PAM
100
Panagora Asset Management
Massachusetts
$26K – – –
2 3
4
5 6