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Golub Capital BDC
GBDC

Overview Fund Activity

259 hedge funds and large institutions have $1.06B invested in Golub Capital BDC in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 96 increasing their positions, 78 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+11
Holders Change %
+4.44%
% of All Funds
3.8%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
40
Increased
96
Reduced
78
Closed
25
Calls
$1.29M
Puts
$352K
Net Calls
+$942K
Net Calls Change
+$569K

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$26.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$40.7M
3
Bank of America
3
Bank of America
North Carolina
$14.6M
4
Citigroup
4
Citigroup
New York
$5M
5
AIM
5
Allen Investment Management
New York
$24.5M

Top Sellers

1
SO
1
STRS Ohio
Ohio
$140M
2
Millennium Management
2
Millennium Management
New York
$18.1M
3
NCM
3
Next Capital Management
New York
$9.35M
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$0
5
LC
5
Lindbrook Capital
California
$70.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
101
Envestnet Asset Management
Illinois
$1.05M -$58.5K -3,876 -5%
HF
102
HRT Financial
New York
$1.04M +$813K +53,910 +362%
A
103
AlphaQuest
New York
$1.03M +$1.03M +68,130 New
Invesco
104
Invesco
Georgia
$1.03M -$54.9K -3,636 -5%
CastleKeep Investment Advisors
105
CastleKeep Investment Advisors
Connecticut
$1.01M +$1.01M +66,704 New
UCFA
106
United Capital Financial Advisors
Texas
$999K -$2.22M -147,285 -69%
ACM
107
Aquatic Capital Management
Illinois
$932K +$885K +58,600 +1,890%
TI
108
Tidal Investments
Wisconsin
$928K +$41.1K +2,721 +5%
SBCM
109
Silverberg Bernstein Capital Management
New York
$908K +$908K +60,100 New
Northern Trust
110
Northern Trust
Illinois
$894K -$475K -31,451 -35%
Ameriprise
111
Ameriprise
Minnesota
$880K +$77.9K +5,156 +10%
KA
112
Klingman & Associates
New York
$842K – – –
FM
113
Family Management
New York
$836K -$107K -7,089 -11%
SSA
114
Schonfeld Strategic Advisors
New York
$835K +$394K +26,100 +89%
QT
115
Quantbot Technologies
New York
$828K +$101K +6,705 +14%
Royal Bank of Canada
116
Royal Bank of Canada
Ontario, Canada
$809K -$127K -8,377 -14%
NRS
117
Neville Rodie & Shaw
New York
$803K -$72.1K -4,778 -8%
TG
118
TCW Group
California
$799K -$650K -43,061 -45%
PCM
119
Prelude Capital Management
New York
$799K -$572K -37,859 -42%
AWM
120
AE Wealth Management
Kansas
$765K -$1.97K -126 -0.3%
GEM
121
Global Endowment Management
North Carolina
$755K – – –
NFG
122
Nations Financial Group
Iowa
$680K -$876 -58 -0.1%
BAMF
123
BI Asset Management Fondsmaeglerselskab
Denmark
$675K -$296K -19,624 -31%
AWC
124
Abundance Wealth Counselors
Pennsylvania
$631K +$105K +6,971 +20%
NA
125
NewEdge Advisors
Louisiana
$627K -$43.1K -2,762 -6%
3 4
5
6 7