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Golub Capital BDC
GBDC

Overview Fund Activity

115 hedge funds and large institutions have $405M invested in Golub Capital BDC in 2014 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 31 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+13
Holders Change %
+12.75%
% of All Funds
3.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
31
Reduced
38
Closed
10
Calls
$405K
Puts
$84K
Net Calls
+$321K
Net Calls Change
+$321K

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
+$6.9M
2
FIM
Frontier Investment Management
Texas
+$4.67M
3
JC
JBF Capital
Colorado
+$3.15M
4
Wells Fargo
Wells Fargo
California
+$2.39M
5
CCP
Clough Capital Partners
Massachusetts
+$2.26M

Top Sellers

1
CIM
Confluence Investment Management
Missouri
-$3.98M
2
AAMU
Amundi Asset Management US
Massachusetts
-$3.76M
3
AAM
Advisors Asset Management
Colorado
-$3.48M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$2.21M
5
SMDAM
Sumitomo Mitsui DS Asset Management
Japan
-$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
76
Bank of New York Mellon
New York
$412K -$2.07K -118 -0.5%
CMANY
77
Capital Management Associates (New York)
New York
$401K – – –
LWA
78
Lenox Wealth Advisors
New York
$382K +$382K +21,728 New
EWM
79
Evercore Wealth Management
New York
$365K +$87.2K +4,952 +31%
MAA
80
Mraz Amerine & Associates
California
$319K +$319K +18,174 New
IIC
81
Ironwood Investment Counsel
Arizona
$313K – – –
PHS
82
Pekin Hardy Strauss
Illinois
$304K +$650 +37 +0.2%
Citadel Advisors
83
Citadel Advisors
Florida
$303K -$36.2K -2,063 -11%
VFS
84
VSR Financial Services
Kansas
$276K – – –
Bank of America
85
Bank of America
North Carolina
$254K +$148K +8,451 +141%
Koshinski Asset Management
86
Koshinski Asset Management
Illinois
$250K +$250K +14,244 New
TAM
87
Tocqueville Asset Management
New York
$229K +$13.5K +766 +6%
NCMW
88
Northern Capital Management (Wisconsin)
Wisconsin
$221K – – –
California Public Employees Retirement System
89
California Public Employees Retirement System
California
$219K – – –
Deutsche Bank
90
Deutsche Bank
Germany
$216K +$4.13K +237 +2%
CAN
91
Cetera Advisor Networks
California
$199K -$7.18K -409 -3%
BCM
92
Buckhead Capital Management
Georgia
$191K – – –
RVP
93
Relative Value Partners
Illinois
$185K +$185K +10,552 New
GWA
94
Genesis Wealth Advisors
Massachusetts
$175K +$175K +10,210 New
JIC
95
Joel Isaacson & Co
New York
$170K – – –
PI
96
PineBridge Investments
New York
$67K +$67K +3,828 New
US Bancorp
97
US Bancorp
Minnesota
$52K – – –
BPBT
98
Boston Private Bank & Trust
Massachusetts
$52K – – –
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$45K -$413K -23,431 -90%
AIG
100
American International Group
New York
$32.3K -$32.9K -1,875 -50%
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