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Golub Capital BDC
GBDC

Overview Fund Activity

136 hedge funds and large institutions have $494M invested in Golub Capital BDC in 2017 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+3
Holders Change %
+2.26%
% of All Funds
3.39%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
18
Increased
51
Reduced
41
Closed
13
Calls
$209K
Puts
–
Net Calls
+$209K
Net Calls Change
+$209K

Top Buyers

1
MC
Muzinich & Co
New York
+$12.3M
2
BlackRock
BlackRock
New York
+$9.01M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$8.73M
4
UBS Group
UBS Group
Switzerland
+$5.42M
5
LWM
Lyell Wealth Management
California
+$4.59M

Top Sellers

1
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$7.36M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$7.24M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$4.56M
4
ClearBridge Investments
ClearBridge Investments
New York
-$3.31M
5
YMRC
Yorktown Management & Research Company
Virginia
-$2.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
101
Clinton Group
New York
$214K -$98.5K -5,061 -32%
California Public Employees Retirement System
102
California Public Employees Retirement System
California
$213K -$275K -14,090 -56%
Deutsche Bank
103
Deutsche Bank
Germany
$202K +$4.45K +229 +2%
KCM
104
Kempner Capital Management
Texas
$201K – – –
LPL Financial
105
LPL Financial
California
$199K +$1.18K +61 +0.6%
UBS AM
106
UBS AM
Illinois
$195K -$948K -48,694 -83%
GXMC
107
Global X Management Company
New York
$134K +$44.9K +2,301 +50%
Barclays
108
Barclays
United Kingdom
$122K +$122K +6,249 New
GEA
109
Glen Eagle Advisors
New Jersey
$73.6K – – –
AIM
110
Anchor Investment Management
South Carolina
$73.6K – – –
AG
111
Advisor Group
Arizona
$72K -$26.4K -1,361 -27%
JPMorgan Chase & Co
112
JPMorgan Chase & Co
New York
$69K -$75.5K -3,864 -52%
CG
113
Cutler Group
California
$63K +$63K +3,255 New
LTFS
114
Ladenburg Thalmann Financial Services
Florida
$53K +$78 +4 +0.1%
PB
115
Pinnacle Bancorp
Nebraska
$52K +$52K +2,655 New
NSIM
116
North Star Investment Management
Illinois
$46K – – –
Fifth Third Bancorp
117
Fifth Third Bancorp
Ohio
$46K +$46K +2,348 New
CPIG
118
Chicago Partners Investment Group
Illinois
$38K +$605 +31 +2%
US Bancorp
119
US Bancorp
Minnesota
$29K – – –
WA
120
WFG Advisors
Texas
$21K -$3.41K -174 -14%
FWM
121
Focused Wealth Management
New York
$20K – – –
MFW
122
Mosaic Family Wealth
Missouri
$20K – – –
QAM
123
QCI Asset Management
New York
$20K +$20K +1,021 New
BFEC
124
Benjamin F. Edwards & Company
Missouri
$19K – – –
IA
125
IFP Advisors
Florida
$16K – – –
2 3 4
5
6