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Golub Capital BDC
GBDC

Overview Fund Activity

167 hedge funds and large institutions have $797M invested in Golub Capital BDC in 2019 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 59 increasing their positions, 48 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
+8
Holders Change %
+5.03%
% of All Funds
3.67%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.15%
New
26
Increased
59
Reduced
48
Closed
17
Calls
$294K
Puts
$1.88M
Net Calls
-$1.59M
Net Calls Change
-$2.34M

Top Buyers

1
SO
STRS Ohio
Ohio
+$291M
2
SWPG
Strategic Wealth Partners Group
Illinois
+$33.1M
3
SI
Stephens Inc
Arkansas
+$16.6M
4
RC
RegentAtlantic Capital
New Jersey
+$15.5M
5
ZCA
Zeke Capital Advisors
Pennsylvania
+$11.2M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$6.26M
2
AIM
Anchor Investment Management
South Carolina
-$3.17M
3
Two Sigma Investments
Two Sigma Investments
New York
-$1.83M
4
AL
Arnhold LLC
New York
-$1.74M
5
AM
Ares Management
California
-$1.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
Aberdeen Group
76
Aberdeen Group
United Kingdom
$1.04M +$1.04M +56,155 New
EW
77
Evoke Wealth
California
$1.02M +$1.02M +55,439 New
AG
78
AlphaSimPlex Group
Massachusetts
$1M -$98.1K -5,315 -9%
GWM
79
Geneos Wealth Management
Colorado
$923K +$13.6K +734 +1%
HB
80
Homrich & Berg
Georgia
$889K -$562K -30,477 -39%
PPA
81
Parametric Portfolio Associates
Washington
$880K -$89.8K -4,866 -9%
PSP
82
Principal Street Partners
Tennessee
$871K – – –
Ameriprise
83
Ameriprise
Minnesota
$870K -$6.78K -367 -0.8%
CCM
84
Coe Capital Management
Illinois
$852K +$960 +52 +0.1%
AI
85
Atria Investments
North Carolina
$803K +$92.8K +5,026 +13%
WA
86
WESPAC Advisors
California
$778K -$471K -25,547 -38%
BAS
87
Brown Advisory Securities
Maryland
$721K +$13.1K +711 +2%
CCM
88
Canal Capital Management
Virginia
$651K -$922 -50 -0.1%
CBB
89
Citizens Business Bank
California
$603K -$415K -22,462 -41%
SWP
90
Stratos Wealth Partners
Ohio
$570K -$141K -7,617 -20%
MC
91
Moors & Cabot
Massachusetts
$569K +$30.7K +1,659 +6%
Stifel Financial
92
Stifel Financial
Missouri
$565K +$23.9K +1,295 +4%
WSCM
93
Wellington Shields Capital Management
New York
$563K -$9.41K -510 -2%
TCOV
94
Trust Company of Vermont
Vermont
$548K +$540K +29,273 +6,608%
MAA
95
Mraz Amerine & Associates
California
$544K – – –
TF
96
Trek Financial
Arizona
$518K +$172K +9,320 +50%
WA
97
Wambolt & Associates
Colorado
$515K +$9.67K +524 +2%
GCP
98
GSA Capital Partners
United Kingdom
$474K +$474K +25,676 New
William Blair & Company
99
William Blair & Company
Illinois
$473K -$8.82K -478 -2%
Mirae Asset Global Investments
100
Mirae Asset Global Investments
South Korea
$461K +$101K +5,476 +28%
2 3
4
5 6