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Golub Capital BDC
GBDC

Overview Fund Activity

112 hedge funds and large institutions have $357M invested in Golub Capital BDC in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 45 increasing their positions, 28 reducing their positions, and 15 closing their positions.

Holders
112
Holders Change
+2
Holders Change %
+1.82%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
18
Increased
45
Reduced
28
Closed
15
Calls
$608K
Puts
$306K
Net Calls
+$302K
Net Calls Change
-$521K

Top Buyers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$18.4M
2
AAMU
2
Amundi Asset Management US
Massachusetts
$4.36M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$3.25M
4
U
4
UBS
Switzerland
$22M
5
AR
5
Advisory Research
Illinois
$2.44M

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$4.33M
2
ICMC
2
Intrepid Capital Management (Connecticut)
Connecticut
$0
3
BA
3
BlackRock Advisors
Delaware
$356K
4
Deutsche Bank
4
Deutsche Bank
Germany
$1.53M
5
NIMC
5
NWQ Investment Management Company
California
$1.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
101
Evercore Wealth Management
New York
$19K +$19K +1,021 New
FHA
102
First Horizon Advisors
Tennessee
$10K – – –
GCT
103
Galaxy Capital Trading
British Virgin Islands
$10K +$10K +511 New
BNP Paribas Financial Markets
104
BNP Paribas Financial Markets
France
$9.23K +$9.23K +493 New
Manulife (Manufacturers Life Insurance)
105
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.1K +$118 +6,320 +2%
OIA
106
Optimum Investment Advisors
Illinois
$5K – – –
Ameriprise
107
Ameriprise
Minnesota
$4K -$43.3K -2,206 -92%
LTFS
108
Ladenburg Thalmann Financial Services
Florida
$4K – – –
FWM
109
Focused Wealth Management
New York
$4K – – –
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3K +184 New
Creative Planning
111
Creative Planning
Kansas
$2K – – –
ICMC
112
Intrepid Capital Management (Connecticut)
Connecticut
– -$1.73M -102,100 Closed
FNYS
113
First New York Securities
New York
– -$832K -49,008 Closed
CIBC World Market
114
CIBC World Market
Ontario, Canada
– -$804K -47,357 Closed
MI
115
Mercer Investments
Massachusetts
– -$662K -39,027 Closed
JPMorgan Chase & Co
116
JPMorgan Chase & Co
New York
– -$555K -32,698 Closed
ProShare Advisors
117
ProShare Advisors
Maryland
– -$382K -22,474 Closed
GF
118
Gerstein Fisher
New York
– -$249K -14,689 Closed
Comerica Bank
119
Comerica Bank
Texas
– -$212K -12,494 Closed
ARTA
120
A.R.T. Advisors
New York
– -$183K -10,833 Closed
RFC
121
Russell Frank Company
Washington
– -$174K -10,221 Closed
LIA
122
LS Investment Advisors
Michigan
– -$165K -9,700 Closed
SG Americas Securities
123
SG Americas Securities
New York
– -$114K -6,693 Closed
PAS
124
Partnervest Advisory Services
California
– -$54K -3,199 Closed
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
– -$14K -837 Closed
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5
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