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Golub Capital BDC
GBDC

Overview Fund Activity

242 hedge funds and large institutions have $943M invested in Golub Capital BDC in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 89 increasing their positions, 63 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+15
Holders Change %
+6.61%
% of All Funds
3.82%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
33
Increased
89
Reduced
63
Closed
17
Calls
$314K
Puts
$677K
Net Calls
-$363K
Net Calls Change
-$321K

Top Buyers

1
AIM
Allen Investment Management
New York
+$5.35M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$5.28M
3
LSV Asset Management
LSV Asset Management
Illinois
+$5.21M
4
MFG
Merit Financial Group
Georgia
+$3.99M
5
SMA
Sage Mountain Advisors
Georgia
+$2.67M

Top Sellers

1
UCIG
Ulrich Consultants & Investment Group
New Mexico
-$10.7M
2
Natixis Advisors
Natixis Advisors
Massachusetts
-$7.81M
3
CG
Colony Group
Massachusetts
-$6.34M
4
CWM
Curi Wealth Management
North Carolina
-$4.66M
5
Cerity Partners
Cerity Partners
New York
-$4.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
76
Lido Advisors
California
$1.57M -$251K -18,583 -14%
DADC
77
D.A. Davidson & Co
Montana
$1.54M +$245K +18,172 +19%
TG
78
TCW Group
California
$1.46M +$1.22M +90,311 +514%
GA
79
GraniteShares Advisors
New York
$1.44M -$15.3K -1,135 -1%
S
80
SignatureFD
Georgia
$1.41M +$300K +22,191 +27%
Citadel Advisors
81
Citadel Advisors
Florida
$1.41M +$1.41M +104,315 New
EIA
82
Edgemoor Investment Advisors
Maryland
$1.4M -$33.8K -2,500 -2%
HWM
83
HB Wealth Management
Georgia
$1.36M +$217K +16,111 +19%
CAM
84
Cresset Asset Management
Illinois
$1.32M +$672K +49,771 +103%
SCA
85
Snowden Capital Advisors
New York
$1.3M – – –
AFG
86
Albion Financial Group
Utah
$1.3M -$497K -36,828 -28%
SAM
87
Shikiar Asset Management
New York
$1.3M +$499K +37,000 +63%
IFO
88
Independent Family Office
New York
$1.29M – – –
Corient Private Wealth
89
Corient Private Wealth
Florida
$1.24M -$1.03M -76,102 -45%
PCM
90
Prelude Capital Management
New York
$1.23M +$1.23M +90,978 New
Commonwealth Equity Services
91
Commonwealth Equity Services
Massachusetts
$1.18M -$172K -12,745 -13%
JPMPWA
92
J.P. Morgan Private Wealth Advisors
California
$1.11M -$164K -12,167 -13%
Northern Trust
93
Northern Trust
Illinois
$1.03M +$489K +36,199 +91%
Invesco
94
Invesco
Georgia
$1.02M +$126K +9,322 +14%
CG
95
Cynosure Group
Utah
$991K +$10.3K +760 +1%
AAM
96
Advisors Asset Management
Colorado
$989K +$298K +22,068 +43%
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$934K +$180K +13,301 +24%
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
$932K +$6.48K +480 +0.7%
BAMF
99
BI Asset Management Fondsmaeglerselskab
Denmark
$848K +$37.6K +2,785 +5%
Ameriprise
100
Ameriprise
Minnesota
$830K +$50.4K +3,730 +6%
2 3
4
5 6