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Golub Capital BDC
GBDC

Overview Fund Activity

115 hedge funds and large institutions have $402M invested in Golub Capital BDC in 2014 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+3
Holders Change %
+2.68%
% of All Funds
3.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
49
Reduced
30
Closed
13
Calls
$285K
Puts
$118K
Net Calls
+$167K
Net Calls Change
-$135K

Top Buyers

1
ALA
Atherton Lane Advisers
California
+$26.7M
2
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
+$12.7M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$9.31M
4
ClearBridge Investments
ClearBridge Investments
New York
+$7.4M
5
NRS
Neville Rodie & Shaw
New York
+$4M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$4.33M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$4.23M
3
CIM
Confluence Investment Management
Missouri
-$1.84M
4
NIMC
NWQ Investment Management Company
California
-$1.64M
5
Invesco
Invesco
Georgia
-$628K
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
101
Barclays
United Kingdom
$26K -$88.6K -5,379 -77%
Teacher Retirement System of Texas
102
Teacher Retirement System of Texas
Texas
$26K +$123 +7 +0.5%
Dimensional Fund Advisors
103
Dimensional Fund Advisors
Texas
$24K +$24K +1,369 New
BlackRock
104
BlackRock
New York
$19K – – –
EWM
105
Evercore Wealth Management
New York
$18K – – –
Group One Trading
106
Group One Trading
Illinois
$15K +$15K +833 New
FHA
107
First Horizon Advisors
Tennessee
$9K – – –
WEC
108
Winslow Evans & Crocker
Massachusetts
$8.92K -$80.3K -4,601 -90%
Ameriprise
109
Ameriprise
Minnesota
$4K – – –
OIA
110
Optimum Investment Advisors
Illinois
$4K – – –
Manulife (Manufacturers Life Insurance)
111
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.36K -$2.34K -133,827 -41%
TRCT
112
Tower Research Capital (TRC)
New York
$3K -$154K -9,372 -98%
Creative Planning
113
Creative Planning
Kansas
$2K – – –
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$2K +$2K +133 New
BNP Paribas Financial Markets
115
BNP Paribas Financial Markets
France
$803 -$7.28K -444 -90%
1832 Asset Management
116
1832 Asset Management
Ontario, Canada
– -$4.33M -231,154 Closed
NIMC
117
NWQ Investment Management Company
California
– -$1.64M -87,458 Closed
MVP
118
Miller Value Partners
Florida
– -$457K -24,402 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
119
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$260K -13,886 Closed
OC
120
Oppenheimer & Co
New York
– -$250K -13,375 Closed
AI
121
Analytic Investors
California
– -$223K -11,935 Closed
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
– -$198K -10,589 Closed
Principal Financial Group
123
Principal Financial Group
Iowa
– -$194K -10,379 Closed
MA
124
MCF Advisors
Kentucky
– -$159K -9,189 Closed
California Public Employees Retirement System
125
California Public Employees Retirement System
California
– -$121K -6,637 Closed
2 3 4
5
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