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Golub Capital BDC
GBDC

Overview Fund Activity

124 hedge funds and large institutions have $500M invested in Golub Capital BDC in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 48 increasing their positions, 40 reducing their positions, and 6 closing their positions.

Holders
124
Holders Change
-1
Holders Change %
-0.8%
% of All Funds
3.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
48
Reduced
40
Closed
6
Calls
–
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1.26M

Top Buyers

1
MC
1
Muzinich & Co
New York
$20.7M
2
FIM
2
Frontier Investment Management
Texas
$74M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$11.7M
4
GC
4
Guggenheim Capital
Illinois
$6.83M
5
UBS Group
5
UBS Group
Switzerland
$24.6M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$55.2M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$22.2M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.99M
4
Invesco
4
Invesco
Georgia
$2.11M
5
BG
5
BlackRock Group
United Kingdom
$3.92M
Name Market Value Shares Shares
Change 		Shares
Change %
AIM
101
Anchor Investment Management
South Carolina
$68.7K 3,700 – –
LTFS
102
Ladenburg Thalmann Financial Services
Florida
$68K 3,663 +213 +6%
CPIG
103
Chicago Partners Investment Group
Illinois
$34K 1,845 +31 +2%
GXMC
104
Global X Management Company
New York
$34K 1,856 +1,856 New
US Bancorp
105
US Bancorp
Minnesota
$27K 1,439 – –
NSIM
106
North Star Investment Management
Illinois
$25K 1,329 – –
MFS
107
MSI Financial Services
Massachusetts
$22K 1,190 -2,250 -65%
FWM
108
Focused Wealth Management
New York
$19K 1,000 – –
MFW
109
Mosaic Family Wealth
Missouri
$19K 1,000 – –
BFEC
110
Benjamin F. Edwards & Company
Missouri
$18K 965 – –
WA
111
WFG Advisors
Texas
$18K 993 – –
IA
112
IFP Advisors
Florida
$15K 800 – –
PCM
113
Penserra Capital Management
California
$13K 740 +163 +28%
AIM
114
Acrospire Investment Management
Illinois
$13K 704 +704 New
TRCT
115
Tower Research Capital (TRC)
New York
$10K 552 +166 +43%
FHA
116
First Horizon Advisors
Tennessee
$9K 500 – –
NFG
117
Next Financial Group
Texas
$7K 388 – –
Creative Planning
118
Creative Planning
Kansas
$6K 300 – –
Simplex Trading
119
Simplex Trading
Illinois
$6K 324 +324 New
WRM
120
Westport Resources Management
Connecticut
$5K 268 -1,924 -88%
PAM
121
Panagora Asset Management
Massachusetts
$4K 227 – –
PMFA
122
Plante Moran Financial Advisors
Michigan
$3K 161 +6 +4%
MRCM
123
M&R Capital Management
New Jersey
$2K 140 – –
IWM
124
Integrated Wealth Management
California
$2K 100 – –
BCP
125
Berkeley Capital Partners
Georgia
– – -37,889 Closed
2 3 4
5
6