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Golub Capital BDC
GBDC

Overview Fund Activity

125 hedge funds and large institutions have $421M invested in Golub Capital BDC in 2016 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 36 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+7
Holders Change %
+5.93%
% of All Funds
3.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
44
Reduced
36
Closed
7
Calls
$1.26M
Puts
–
Net Calls
+$1.26M
Net Calls Change
-$45K

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$59.6M
2
Wells Fargo
Wells Fargo
California
+$7.18M
3
CCP
Clough Capital Partners
Massachusetts
+$2.76M
4
HB
Homrich & Berg
Georgia
+$2.49M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$1.99M

Top Sellers

1
Invesco
Invesco
Georgia
-$981K
2
DM
Delphi Management
Massachusetts
-$978K
3
UBS Group
UBS Group
Switzerland
-$881K
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$569K
5
UBS AM
UBS AM
Illinois
-$567K
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
101
Advisor Group
Arizona
$88K +$88K +5,033 New
AIM
102
Anchor Investment Management
South Carolina
$66.9K – – –
MFS
103
MSI Financial Services
Massachusetts
$62K – – –
LTFS
104
Ladenburg Thalmann Financial Services
Florida
$62K +$35.9K +2,042 +138%
WRM
105
Westport Resources Management
Connecticut
$40K -$24.8K -1,385 -38%
CPIG
106
Chicago Partners Investment Group
Illinois
$33K +$588 +33 +2%
US Bancorp
107
US Bancorp
Minnesota
$26K – – –
NSIM
108
North Star Investment Management
Illinois
$24K +$442 +25 +2%
MFW
109
Mosaic Family Wealth
Missouri
$19K – – –
FWM
110
Focused Wealth Management
New York
$18K – – –
WA
111
WFG Advisors
Texas
$18K – – –
BFEC
112
Benjamin F. Edwards & Company
Missouri
$17K +$4.06K +235 +31%
IA
113
IFP Advisors
Florida
$14K +$14K +817 New
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$13K – – –
Barclays
115
Barclays
United Kingdom
$11K +$11K +605 New
PCM
116
Penserra Capital Management
California
$10K – – –
FHA
117
First Horizon Advisors
Tennessee
$9K – – –
TRCT
118
Tower Research Capital (TRC)
New York
$7K -$1.72K -97 -20%
NFG
119
Next Financial Group
Texas
$7K – – –
Creative Planning
120
Creative Planning
Kansas
$5K -$5.85K -358 -54%
PAM
121
Panagora Asset Management
Massachusetts
$4K – – –
PMFA
122
Plante Moran Financial Advisors
Michigan
$3K +$494 +26 +20%
JIC
123
Joel Isaacson & Co
New York
$2K -$151K -9,683 -99%
IWM
124
Integrated Wealth Management
California
$2K – – –
MRCM
125
M&R Capital Management
New Jersey
$2K +$2K +143 New
2 3 4
5
6