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Golub Capital BDC
GBDC

Overview Fund Activity

115 hedge funds and large institutions have $405M invested in Golub Capital BDC in 2014 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 31 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+13
Holders Change %
+12.75%
% of All Funds
3.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
31
Reduced
38
Closed
10
Calls
$405K
Puts
$84K
Net Calls
+$321K
Net Calls Change
+$321K

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
+$6.9M
2
FIM
Frontier Investment Management
Texas
+$4.67M
3
JC
JBF Capital
Colorado
+$3.15M
4
Wells Fargo
Wells Fargo
California
+$2.39M
5
CCP
Clough Capital Partners
Massachusetts
+$2.26M

Top Sellers

1
CIM
Confluence Investment Management
Missouri
-$3.98M
2
AAMU
Amundi Asset Management US
Massachusetts
-$3.76M
3
AAM
Advisors Asset Management
Colorado
-$3.48M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$2.21M
5
SMDAM
Sumitomo Mitsui DS Asset Management
Japan
-$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
101
Tower Research Capital (TRC)
New York
$29K -$27.5K -1,615 -49%
MFS
102
MSI Financial Services
Massachusetts
$29K – – –
CPIG
103
Chicago Partners Investment Group
Illinois
$29K +$29K +1,657 New
Citigroup
104
Citigroup
New York
$24K -$3.95K -220 -14%
NFG
105
Next Financial Group
Texas
$22K -$15K -851 -40%
PAM
106
Panagora Asset Management
Massachusetts
$19K – – –
OIA
107
Optimum Investment Advisors
Illinois
$17K +$3.45K +255 +25%
CCA
108
Catalyst Capital Advisors
New York
$12K +$7.3K +404 +155%
W
109
Wealthfront
California
$12K +$12K +664 New
FHA
110
First Horizon Advisors
Tennessee
$9K – – –
WA
111
WFG Advisors
Texas
$5K +$5K +311 New
WEC
112
Winslow Evans & Crocker
Massachusetts
$3.59K – – –
Manulife (Manufacturers Life Insurance)
113
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.84K -$417 -23,766 -13%
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$2K -$2.24K -133 -53%
BRWA
115
B. Riley Wealth Advisors
Florida
$74 +$74 +4,219 New
MERSOM
116
Municipal Employees' Retirement System of Michigan
Michigan
– -$319K -20,420 Closed
AL
117
Airain Ltd
Guernsey
– -$217K -13,906 Closed
DADC
118
D.A. Davidson & Co
Montana
– -$190K -12,209 Closed
CFA
119
Carroll Financial Associates
North Carolina
– -$206K -12,150 Closed
LIA
120
LS Investment Advisors
Michigan
– -$160K -10,210 Closed
DAC
121
Dividend Assets Capital
South Carolina
– -$160K -10,210 Closed
TCOV
122
Trust Company of Vermont
Vermont
– -$39K -2,471 Closed
Ameriprise
123
Ameriprise
Minnesota
– -$27K -1,736 Closed
MHS
124
M Holdings Securities
Oregon
– -$21K -1,353 Closed
BIM
125
BlackRock Investment Management
Delaware
– -$16K -1,021 Closed
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