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Golub Capital BDC
GBDC

Overview Fund Activity

118 hedge funds and large institutions have $326M invested in Golub Capital BDC in 2016 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+4
Holders Change %
+3.51%
% of All Funds
3.15%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
16
Increased
36
Reduced
41
Closed
11
Calls
$1.3M
Puts
–
Net Calls
+$1.3M
Net Calls Change
+$611K

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$4.16M
2
DFG
Delphi Financial Group
Delaware
+$3.14M
3
CCP
Clough Capital Partners
Massachusetts
+$3.13M
4
Northern Trust
Northern Trust
Illinois
+$1.89M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$1.73M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$4.46M
2
LPL Financial
LPL Financial
California
-$2.61M
3
ClearBridge Investments
ClearBridge Investments
New York
-$2.5M
4
Brown Advisory
Brown Advisory
Maryland
-$2.11M
5
Invesco
Invesco
Georgia
-$677K
Name Holding Trade Value Shares
Change 		Shares
Change %
LH
76
Lebenthal Holdings
New York
$339K +$8.66K +511 +3%
CMANY
77
Capital Management Associates (New York)
New York
$337K – – –
M&T Bank
78
M&T Bank
New York
$334K – – –
PI
79
PineBridge Investments
New York
$317K +$26.9K +1,589 +9%
PHS
80
Pekin Hardy Strauss
Illinois
$309K -$39.5K -2,331 -11%
IIC
81
Ironwood Investment Counsel
Arizona
$302K – – –
MAA
82
Mraz Amerine & Associates
California
$301K – – –
FBA
83
Front Barnett Associates
Illinois
$292K +$6.06K +357 +2%
CCM
84
Coe Capital Management
Illinois
$288K +$288K +16,984 New
GWM
85
Geneos Wealth Management
Colorado
$273K +$273K +16,054 New
Deutsche Bank
86
Deutsche Bank
Germany
$257K -$223K -13,195 -46%
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$239K +$3.48K +205 +1%
ICAS
88
Investors Capital Advisory Services
Massachusetts
$231K -$96.5K -5,703 -29%
RCM
89
Radcliffe Capital Management
Pennsylvania
$215K – – –
California Public Employees Retirement System
90
California Public Employees Retirement System
California
$192K -$50.2K -2,961 -21%
Lido Advisors
91
Lido Advisors
California
$185K +$185K +10,906 New
KCM
92
Kempner Capital Management
Texas
$175K – – –
JIC
93
Joel Isaacson & Co
New York
$166K – – –
AIG
94
American International Group
New York
$67K – – –
AIM
95
Anchor Investment Management
South Carolina
$64K +$64K +3,778 New
WRM
96
Westport Resources Management
Connecticut
$61K -$137K -8,119 -69%
JPMorgan Chase & Co
97
JPMorgan Chase & Co
New York
$61K -$22.3K -1,312 -27%
MA
98
MUFG Americas
New York
$61K +$61K +3,574 New
MFS
99
MSI Financial Services
Massachusetts
$60K +$3.49K +204 +6%
CPIG
100
Chicago Partners Investment Group
Illinois
$31K +$545 +32 +2%
2 3
4
5 6