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Golub Capital BDC
GBDC

Overview Fund Activity

114 hedge funds and large institutions have $369M invested in Golub Capital BDC in 2015 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 37 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
-5
Holders Change %
-4.2%
% of All Funds
2.99%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
39
Reduced
37
Closed
17
Calls
$689K
Puts
–
Net Calls
+$689K
Net Calls Change
+$689K

Top Buyers

1
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$5.93M
2
TG
TCW Group
California
+$2.5M
3
CCP
Clough Capital Partners
Massachusetts
+$2.1M
4
LPL Financial
LPL Financial
California
+$1.35M
5
Morgan Stanley
Morgan Stanley
New York
+$977K

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
-$4.78M
2
Brown Advisory
Brown Advisory
Maryland
-$3.2M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$2.4M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.51M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$1.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
LH
76
Lebenthal Holdings
New York
$318K +$102K +6,228 +47%
ICAS
77
Investors Capital Advisory Services
Massachusetts
$315K +$21.8K +1,337 +7%
IIC
78
Ironwood Investment Counsel
Arizona
$291K – – –
MAA
79
Mraz Amerine & Associates
California
$289K – – –
PI
80
PineBridge Investments
New York
$279K +$75.3K +4,620 +37%
FBA
81
Front Barnett Associates
Illinois
$274K – – –
GW
82
GW & Wade
Massachusetts
$261K – – –
California Public Employees Retirement System
83
California Public Employees Retirement System
California
$233K +$30K +1,838 +15%
Two Sigma Advisers
84
Two Sigma Advisers
New York
$231K -$790K -48,514 -77%
D.E. Shaw & Co
85
D.E. Shaw & Co
New York
$229K -$464K -28,486 -67%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$226K +$226K +13,874 New
Koshinski Asset Management
87
Koshinski Asset Management
Illinois
$211K -$24.1K -1,480 -10%
RCM
88
Radcliffe Capital Management
Pennsylvania
$206K +$206K +12,660 New
CG
89
Clinton Group
New York
$205K +$205K +12,561 New
WRM
90
Westport Resources Management
Connecticut
$191K -$42.3K -2,603 -18%
TAM
91
Tocqueville Asset Management
New York
$179K – – –
KCM
92
Kempner Capital Management
Texas
$168K – – –
JIC
93
Joel Isaacson & Co
New York
$160K – – –
Royal Bank of Canada
94
Royal Bank of Canada
Ontario, Canada
$151K -$135K -8,283 -47%
Bank of America
95
Bank of America
North Carolina
$90K -$125K -7,721 -58%
JPMorgan Chase & Co
96
JPMorgan Chase & Co
New York
$80K +$80K +4,898 New
AIG
97
American International Group
New York
$63K -$13.5K -835 -18%
MFS
98
MSI Financial Services
Massachusetts
$54K +$22.5K +1,378 +71%
LTFS
99
Ladenburg Thalmann Financial Services
Florida
$44K +$20K +1,231 +83%
CPIG
100
Chicago Partners Investment Group
Illinois
$29K +$552 +34 +2%
2 3
4
5 6