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Golub Capital BDC
GBDC

Overview Fund Activity

242 hedge funds and large institutions have $943M invested in Golub Capital BDC in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 89 increasing their positions, 63 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+15
Holders Change %
+6.61%
% of All Funds
3.82%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
33
Increased
89
Reduced
63
Closed
17
Calls
$314K
Puts
$677K
Net Calls
-$363K
Net Calls Change
-$321K

Top Buyers

1
AIM
Allen Investment Management
New York
+$5.35M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$5.28M
3
LSV Asset Management
LSV Asset Management
Illinois
+$5.21M
4
MFG
Merit Financial Group
Georgia
+$3.99M
5
SMA
Sage Mountain Advisors
Georgia
+$2.67M

Top Sellers

1
UCIG
Ulrich Consultants & Investment Group
New Mexico
-$10.7M
2
Natixis Advisors
Natixis Advisors
Massachusetts
-$7.81M
3
CG
Colony Group
Massachusetts
-$6.34M
4
CWM
Curi Wealth Management
North Carolina
-$4.66M
5
Cerity Partners
Cerity Partners
New York
-$4.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
101
Cowen Prime Advisors
New York
$797K – – –
Bank of New York Mellon
102
Bank of New York Mellon
New York
$786K +$20.9K +1,551 +3%
NRS
103
Neville Rodie & Shaw
New York
$783K -$144K -10,675 -16%
AWM
104
AE Wealth Management
Kansas
$781K +$69.6K +5,155 +10%
KA
105
Klingman & Associates
New York
$753K +$33.1K +2,450 +5%
TI
106
Tidal Investments
Wisconsin
$745K +$608 +45 +0.1%
NHC
107
Nicholas Hoffman & Company
Georgia
$678K +$48.2K +3,570 +8%
GWM
108
Geneos Wealth Management
Colorado
$675K -$25K -1,855 -4%
GEM
109
Global Endowment Management
North Carolina
$675K – – –
CCP
110
Clough Capital Partners
Massachusetts
$673K -$643K -47,600 -49%
Royal Bank of Canada
111
Royal Bank of Canada
Ontario, Canada
$671K +$34.3K +2,539 +5%
WS
112
Wedbush Securities
California
$647K – – –
GCM
113
Graham Capital Management
Connecticut
$615K -$42.9K -3,178 -7%
NFG
114
Nations Financial Group
Iowa
$612K -$5.37K -398 -0.9%
IAIM
115
International Assets Investment Management
Florida
$608K – – –
EWM
116
Evercore Wealth Management
New York
$608K – – –
CG
117
Colony Group
Massachusetts
$594K -$6.34M -469,254 -91%
Mackenzie Financial
118
Mackenzie Financial
Ontario, Canada
$574K -$167K -12,400 -23%
EW
119
Evoke Wealth
California
$545K – – –
RJA
120
Raymond James & Associates
Florida
$522K -$22.8K -1,691 -4%
GSEP
121
Golden State Equity Partners
California
$521K +$521K +38,612 New
SFI
122
Susquehanna Fundamental Investments
Pennsylvania
$517K -$443K -32,848 -46%
AWA
123
Amplius Wealth Advisors
Pennsylvania
$516K – – –
GWMIA
124
Global Wealth Management Investment Advisory
Florida
$513K +$33.3K +2,468 +7%
Cetera Investment Advisers
125
Cetera Investment Advisers
Illinois
$489K +$5.52K +409 +1%
3 4
5
6 7