GBDC icon

Golub Capital BDC
GBDC

Overview Fund Activity

118 hedge funds and large institutions have $326M invested in Golub Capital BDC in 2016 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+4
Holders Change %
+3.51%
% of All Funds
3.15%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
16
Increased
36
Reduced
41
Closed
11
Calls
$1.3M
Puts
–
Net Calls
+$1.3M
Net Calls Change
+$611K

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$4.16M
2
DFG
Delphi Financial Group
Delaware
+$3.14M
3
CCP
Clough Capital Partners
Massachusetts
+$3.13M
4
Northern Trust
Northern Trust
Illinois
+$1.89M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$1.73M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$4.46M
2
LPL Financial
LPL Financial
California
-$2.61M
3
ClearBridge Investments
ClearBridge Investments
New York
-$2.5M
4
Brown Advisory
Brown Advisory
Maryland
-$2.11M
5
Invesco
Invesco
Georgia
-$677K
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
101
Ladenburg Thalmann Financial Services
Florida
$25K -$20.8K -1,231 -45%
US Bancorp
102
US Bancorp
Minnesota
$25K – – –
NSIM
103
North Star Investment Management
Illinois
$23K +$414 +24 +2%
WA
104
WFG Advisors
Texas
$17K -$5.63K -336 -25%
MFW
105
Mosaic Family Wealth
Missouri
$17K +$17K +1,021 New
FWM
106
Focused Wealth Management
New York
$17K +$17K +1,021 New
BFEC
107
Benjamin F. Edwards & Company
Missouri
$13K -$11.2K -649 -46%
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$13K +$13K +745 New
WTB
109
Washington Trust Bank
Washington
$13K +$13K +766 New
Creative Planning
110
Creative Planning
Kansas
$11K +$11K +664 New
FHA
111
First Horizon Advisors
Tennessee
$9K – – –
TRCT
112
Tower Research Capital (TRC)
New York
$8K +$8K +491 New
NFG
113
Next Financial Group
Texas
$6K – – –
PAM
114
Panagora Asset Management
Massachusetts
$4K – – –
WEC
115
Winslow Evans & Crocker
Massachusetts
$3.46K – – –
IWM
116
Integrated Wealth Management
California
$2K – – –
PMFA
117
Plante Moran Financial Advisors
Michigan
$2K +$2K +132 New
PCM
118
Penserra Capital Management
California
$9 – -9 -2%
CS
119
Credit Suisse
Switzerland
– -$4.46M -273,575 Closed
LPL Financial
120
LPL Financial
California
– -$2.61M -159,019 Closed
Two Sigma Investments
121
Two Sigma Investments
New York
– -$663K -40,705 Closed
Norges Bank
122
Norges Bank
Norway
– -$436K -26,746 Closed
GW
123
GW & Wade
Massachusetts
– -$261K -16,019 Closed
Two Sigma Advisers
124
Two Sigma Advisers
New York
– -$231K -14,188 Closed
Koshinski Asset Management
125
Koshinski Asset Management
Illinois
– -$211K -12,968 Closed
2 3 4
5
6