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Golub Capital BDC
GBDC

Overview Fund Activity

227 hedge funds and large institutions have $954M invested in Golub Capital BDC in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 88 increasing their positions, 79 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
-24
Holders Change %
-9.56%
% of All Funds
3.63%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
17
Increased
88
Reduced
79
Closed
34
Calls
$542K
Puts
$584K
Net Calls
-$42K
Net Calls Change
-$2.26M

Top Buyers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$11.2M
2
BTCPP
2
Border to Coast Pensions Partnership
United Kingdom
$19.6M
3
SMA
3
Sage Mountain Advisors
Georgia
$24.1M
4
VanEck Associates
4
VanEck Associates
New York
$27.3M
5
CBA
5
Coastal Bridge Advisors
Connecticut
$8.14M

Top Sellers

1
SFBLI
1
Southern Farm Bureau Life Insurance
Mississippi
$10.3M
2
Millennium Management
2
Millennium Management
New York
$16.7M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
SO
4
STRS Ohio
Ohio
$156M
5
RCM
5
Rivernorth Capital Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
101
Ameriprise
Minnesota
$783K +$41.9K +3,087 +6%
Bank of New York Mellon
102
Bank of New York Mellon
New York
$768K -$297K -21,875 -28%
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$758K -$106K -7,797 -12%
TI
104
Tidal Investments
Wisconsin
$748K +$87.9K +6,481 +13%
Mackenzie Financial
105
Mackenzie Financial
Ontario, Canada
$745K +$214K +15,803 +40%
KA
106
Klingman & Associates
New York
$723K +$44.7K +3,300 +7%
AWM
107
AE Wealth Management
Kansas
$715K +$127K +9,341 +22%
GWM
108
Geneos Wealth Management
Colorado
$703K -$9.85K -726 -1%
AAM
109
Advisors Asset Management
Colorado
$694K +$184K +13,602 +36%
GEM
110
Global Endowment Management
North Carolina
$678K – – –
GCM
111
Graham Capital Management
Connecticut
$661K +$232K +17,116 +54%
CAM
112
Cresset Asset Management
Illinois
$654K +$278K +20,533 +74%
WS
113
Wedbush Securities
California
$650K +$144K +10,621 +28%
Royal Bank of Canada
114
Royal Bank of Canada
Ontario, Canada
$639K -$1.3M -96,175 -67%
CA
115
Cetera Advisors
Colorado
$636K -$24K -1,769 -4%
NHC
116
Nicholas Hoffman & Company
Georgia
$632K +$5.63K +415 +0.9%
NFG
117
Nations Financial Group
Iowa
$620K +$87.5K +6,456 +16%
IAIM
118
International Assets Investment Management
Florida
$611K -$747K -55,083 -55%
EWM
119
Evercore Wealth Management
New York
$610K +$67.8K +5,000 +13%
RP
120
Riverbridge Partners
Minnesota
$606K +$18.1K +1,333 +3%
CC
121
Cipher Capital
New York
$586K -$17.7K -1,303 -3%
EW
122
Evoke Wealth
California
$547K +$21.7K +1,602 +4%
RJA
123
Raymond James & Associates
Florida
$547K +$9.47K +698 +2%
Northern Trust
124
Northern Trust
Illinois
$539K -$49.6K -3,661 -8%
TCM
125
True Capital Management
California
$522K -$19.4K -1,430 -4%
3 4
5
6 7