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Golub Capital BDC
GBDC

Overview Fund Activity

102 hedge funds and large institutions have $345M invested in Golub Capital BDC in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 30 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
-12
Holders Change %
-10.53%
% of All Funds
2.96%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
40
Reduced
30
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$28.3M
2
ALA
2
Atherton Lane Advisers
California
$63.6M
3
AIU
3
Algebris Investments (UK)
United Kingdom
$1.37M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$6.69M
5
NRS
5
Neville Rodie & Shaw
New York
$8.83M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$189K
2
U
2
UBS
Switzerland
$23M
3
CIM
3
Confluence Investment Management
Missouri
$14.4M
4
PP
4
Paloma Partners
Connecticut
$0
5
Northern Trust
5
Northern Trust
Illinois
$2.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
76
Tocqueville Asset Management
New York
$191K +$5.57K +357 +3%
DADC
77
D.A. Davidson & Co
Montana
$190K -$101K -6,471 -35%
Deutsche Bank
78
Deutsche Bank
Germany
$189K -$4.03M -258,920 -96%
CAN
79
Cetera Advisor Networks
California
$184K – – –
BCM
80
Buckhead Capital Management
Georgia
$170K +$170K +10,899 New
DAC
81
Dividend Assets Capital
South Carolina
$160K – – –
LIA
82
LS Investment Advisors
Michigan
$160K +$160K +10,210 New
JIC
83
Joel Isaacson & Co
New York
$151K – – –
Bank of America
84
Bank of America
North Carolina
$94K -$570K -36,413 -86%
AIG
85
American International Group
New York
$58K – – –
TRCT
86
Tower Research Capital (TRC)
New York
$52K +$52K +3,317 New
US Bancorp
87
US Bancorp
Minnesota
$46K -$47K -3,027 -51%
BPBT
88
Boston Private Bank & Trust
Massachusetts
$46K – – –
TCOV
89
Trust Company of Vermont
Vermont
$39K +$39K +2,471 New
NFG
90
Next Financial Group
Texas
$33K – – –
Ameriprise
91
Ameriprise
Minnesota
$27K +$23.8K +1,532 +751%
MFS
92
MSI Financial Services
Massachusetts
$26K – – –
Citigroup
93
Citigroup
New York
$24K +$8.79K +570 +58%
MHS
94
M Holdings Securities
Oregon
$21K +$21K +1,353 New
PAM
95
Panagora Asset Management
Massachusetts
$17K -$7.44K -463 -30%
OIA
96
Optimum Investment Advisors
Illinois
$17K +$12.7K +746 +293%
BIM
97
BlackRock Investment Management
Delaware
$16K – – –
FHA
98
First Horizon Advisors
Tennessee
$8K – – –
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$4K – – –
CCA
100
Catalyst Capital Advisors
New York
$4K +$4K +260 New
1 2 3
4
5