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Golub Capital BDC
GBDC

Overview Fund Activity

110 hedge funds and large institutions have $392M invested in Golub Capital BDC in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
-5
Holders Change %
-4.35%
% of All Funds
2.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
11
Increased
33
Reduced
47
Closed
16
Calls
$140K
Puts
$570K
Net Calls
-$430K
Net Calls Change
-$751K

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$5.55M
2
Morgan Stanley
Morgan Stanley
New York
+$3.06M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$2.81M
4
YMRC
Yorktown Management & Research Company
Virginia
+$2.21M
5
FIM
Frontier Investment Management
Texas
+$1.05M

Top Sellers

1
AAMU
Amundi Asset Management US
Massachusetts
-$6.58M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$3.25M
3
JC
JBF Capital
Colorado
-$1.75M
4
UBS Group
UBS Group
Switzerland
-$1.6M
5
NRS
Neville Rodie & Shaw
New York
-$1.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
101
Catalyst Capital Advisors
New York
$11K – – –
FHA
102
First Horizon Advisors
Tennessee
$9K – – –
Citigroup
103
Citigroup
New York
$8K -$14.3K -856 -64%
WA
104
WFG Advisors
Texas
$5K +$110 +7 +2%
PFO
105
Pathstone Family Office
New Jersey
$5K +$5K +263 New
IWM
106
Integrated Wealth Management
California
$5K +$5K +306 New
Creative Planning
107
Creative Planning
Kansas
$4K +$4K +255 New
WEC
108
Winslow Evans & Crocker
Massachusetts
$3.51K – – –
Manulife (Manufacturers Life Insurance)
109
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.76K -$23 -1,363 -0.8%
BFEC
110
Benjamin F. Edwards & Company
Missouri
$2K +$2K +143 New
AAMU
111
Amundi Asset Management US
Massachusetts
– -$6.58M -374,517 Closed
State Street
112
State Street
Massachusetts
– -$1.15M -65,718 Closed
Two Sigma Investments
113
Two Sigma Investments
New York
– -$871K -49,617 Closed
ZCM
114
Zebra Capital Management
Connecticut
– -$837K -47,649 Closed
Millennium Management
115
Millennium Management
New York
– -$726K -41,334 Closed
AR
116
Advisory Research
Illinois
– -$515K -29,354 Closed
SMDAM
117
Sumitomo Mitsui DS Asset Management
Japan
– -$452K -25,780 Closed
VKH
118
Virtu KCG Holdings
New York
– -$443K -25,253 Closed
ARTA
119
A.R.T. Advisors
New York
– -$431K -24,595 Closed
VFS
120
VSR Financial Services
Kansas
– -$276K -15,723 Closed
CAN
121
Cetera Advisor Networks
California
– -$199K -11,333 Closed
RVP
122
Relative Value Partners
Illinois
– -$185K -10,552 Closed
GWA
123
Genesis Wealth Advisors
Massachusetts
– -$175K -10,210 Closed
BRWA
124
B. Riley Wealth Advisors
Florida
– -$74 -4,219 Closed
W
125
Wealthfront
California
– -$12K -664 Closed
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5
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