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Golub Capital BDC
GBDC

Overview Fund Activity

185 hedge funds and large institutions have $1.03B invested in Golub Capital BDC in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 80 increasing their positions, 33 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+18
Holders Change %
+10.78%
% of All Funds
3.65%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
37
Increased
80
Reduced
33
Closed
17
Calls
$295K
Puts
$543K
Net Calls
-$248K
Net Calls Change
+$1.34M

Top Buyers

1
FWIA
Fort Washington Investment Advisors
Ohio
+$26M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$23M
3
SI
Stephens Inc
Arkansas
+$20.2M
4
UBS Group
UBS Group
Switzerland
+$18.7M
5
C
Cliffwater
California
+$15.8M

Top Sellers

1
ZCA
Zeke Capital Advisors
Pennsylvania
-$8.16M
2
Deutsche Bank
Deutsche Bank
Germany
-$1.68M
3
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$1.68M
4
AG
AlphaSimPlex Group
Massachusetts
-$1M
5
PC
Polar Capital
United Kingdom
-$950K
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
76
Prism Advisors
California
$1.27M -$50.1K -2,772 -4%
JPMPWA
77
J.P. Morgan Private Wealth Advisors
California
$1.19M -$149K -8,247 -11%
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$1.15M -$38.4K -2,124 -3%
RCM
79
Rivernorth Capital Management
Florida
$1.12M +$1.12M +61,786 New
HSBC Holdings
80
HSBC Holdings
United Kingdom
$1.06M +$1.06M +58,877 New
DFG
81
Delphi Financial Group
Delaware
$1.03M – – –
EW
82
Evoke Wealth
California
$1M – – –
NCM
83
Novare Capital Management
North Carolina
$1M -$128K -7,071 -11%
GWM
84
Geneos Wealth Management
Colorado
$986K +$83.1K +4,592 +9%
AC
85
Almitas Capital
California
$963K +$963K +53,261 New
22CM
86
20/20 Capital Management
California
$926K +$926K +51,436 New
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$919K +$919K +50,846 New
PSP
88
Principal Street Partners
Tennessee
$891K +$15.6K +842 +2%
AIM
89
Anchor Investment Management
South Carolina
$879K -$147K -8,129 -14%
Ameriprise
90
Ameriprise
Minnesota
$876K +$23.5K +1,301 +3%
Stifel Financial
91
Stifel Financial
Missouri
$866K +$313K +17,331 +57%
PPA
92
Parametric Portfolio Associates
Washington
$862K – – –
AAM
93
Advisors Asset Management
Colorado
$859K -$209K -11,567 -20%
AI
94
Atria Investments
North Carolina
$830K +$43.4K +2,397 +6%
CCM
95
Coe Capital Management
Illinois
$803K -$31.1K -1,720 -4%
HB
96
Homrich & Berg
Georgia
$802K -$69.6K -3,849 -8%
WA
97
WESPAC Advisors
California
$773K +$11.3K +623 +1%
CC
98
Centiva Capital
New York
$761K +$761K +42,125 New
BAS
99
Brown Advisory Securities
Maryland
$695K -$9.23K -511 -1%
OAM
100
Oxford Asset Management
United Kingdom
$650K +$211K +11,691 +48%
2 3
4
5 6