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Golub Capital BDC
GBDC

Overview Fund Activity

136 hedge funds and large institutions have $494M invested in Golub Capital BDC in 2017 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+3
Holders Change %
+2.26%
% of All Funds
3.39%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
18
Increased
51
Reduced
41
Closed
13
Calls
$209K
Puts
–
Net Calls
+$209K
Net Calls Change
+$209K

Top Buyers

1
MC
Muzinich & Co
New York
+$12.3M
2
BlackRock
BlackRock
New York
+$9.01M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$8.73M
4
UBS Group
UBS Group
Switzerland
+$5.42M
5
LWM
Lyell Wealth Management
California
+$4.59M

Top Sellers

1
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$7.36M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$7.24M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$4.56M
4
ClearBridge Investments
ClearBridge Investments
New York
-$3.31M
5
YMRC
Yorktown Management & Research Company
Virginia
-$2.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
76
Allen Investment Management
New York
$476K +$190K +9,730 +66%
PHS
77
Pekin Hardy Strauss
Illinois
$447K +$15.7K +807 +4%
Ameriprise
78
Ameriprise
Minnesota
$442K +$442K +22,723 New
Northern Trust
79
Northern Trust
Illinois
$425K -$14K -720 -3%
M&T Bank
80
M&T Bank
New York
$412K -$17.9K -919 -4%
LAM
81
Lebenthal Asset Management
New York
$404K +$404K +20,726 New
SEI Investments
82
SEI Investments
Pennsylvania
$396K – – –
CMANY
83
Capital Management Associates (New York)
New York
$387K – – –
MIC
84
Meridian Investment Counsel
California
$385K -$9.93K -510 -3%
IIC
85
Ironwood Investment Counsel
Arizona
$358K +$11K +564 +3%
GCP
86
GSA Capital Partners
United Kingdom
$348K -$204K -10,480 -37%
NFC
87
Northeast Financial Consultants
Connecticut
$340K +$73.6K +3,778 +28%
SPC
88
Sigma Planning Corp
Michigan
$327K +$327K +16,806 New
CCM
89
Coe Capital Management
Illinois
$321K -$29.9K -1,537 -9%
FBA
90
Front Barnett Associates
Illinois
$319K -$21.9K -1,123 -6%
MAA
91
Mraz Amerine & Associates
California
$305K -$2.03K -102 -0.7%
Lido Advisors
92
Lido Advisors
California
$305K +$5.46K +275 +2%
SQA
93
Simon Quick Advisors
New Jersey
$304K +$7.47K +383 +3%
PI
94
PineBridge Investments
New York
$288K -$11.8K -607 -4%
Wolverine Trading
95
Wolverine Trading
Illinois
$280K +$280K +14,487 New
AI
96
Atria Investments
North Carolina
$276K – – –
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$266K +$266K +13,681 New
IWM
98
IHT Wealth Management
Illinois
$246K +$45.5K +2,348 +23%
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$221K +$137 +7 +0.1%
CIBC World Market
100
CIBC World Market
Ontario, Canada
$217K -$41.7K -2,140 -16%
2 3
4
5 6