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Golub Capital BDC
GBDC

Overview Fund Activity

251 hedge funds and large institutions have $1.09B invested in Golub Capital BDC in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 112 increasing their positions, 60 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
-8
Holders Change %
-3.09%
% of All Funds
3.64%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
31
Increased
112
Reduced
60
Closed
35
Calls
$1.01M
Puts
$545K
Net Calls
+$462K
Net Calls Change
-$480K

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$12.1M
2
AIM
Allen Investment Management
New York
+$7.97M
3
VanEck Associates
VanEck Associates
New York
+$6.64M
4
NFC
Northeast Financial Consultants
Connecticut
+$6.11M
5
GFL
Granite FO LLC
New Hampshire
+$5.98M

Top Sellers

1
SO
STRS Ohio
Ohio
-$52.4M
2
Millennium Management
Millennium Management
New York
-$18.9M
3
LC
Lindbrook Capital
California
-$16.8M
4
HCC
Hirtle Callaghan & Co
Pennsylvania
-$13M
5
Morgan Stanley
Morgan Stanley
New York
-$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
101
Atria Investments
North Carolina
$1.18M -$449 -27 -0%
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$1.12M +$559K +33,587 +99%
TI
103
Tidal Investments
Wisconsin
$1.1M +$74.4K +4,471 +7%
CastleKeep Investment Advisors
104
CastleKeep Investment Advisors
Connecticut
$1.1M -$13.9K -835 -1%
Barclays
105
Barclays
United Kingdom
$1.07M +$1.07M +64,432 New
UCFA
106
United Capital Financial Advisors
Texas
$1.07M -$29.9K -1,800 -3%
KA
107
Klingman & Associates
New York
$1.03M +$105K +6,300 +11%
Millennium Management
108
Millennium Management
New York
$1.03M -$18.9M -1,136,808 -95%
Osaic Holdings
109
Osaic Holdings
Arizona
$997K +$384K +23,069 +63%
CA
110
Cetera Advisors
Colorado
$995K +$995K +59,811 New
SBCM
111
Silverberg Bernstein Capital Management
New York
$983K -$16.6K -1,000 -2%
Royal Bank of Canada
112
Royal Bank of Canada
Ontario, Canada
$962K +$71.2K +4,281 +8%
GCM
113
Greenland Capital Management
New York
$943K +$943K +56,711 New
Northern Trust
114
Northern Trust
Illinois
$919K -$66.4K -3,990 -7%
NRS
115
Neville Rodie & Shaw
New York
$895K +$10.3K +622 +1%
Lido Advisors
116
Lido Advisors
California
$881K -$409K -24,611 -32%
PP
117
Pegasus Partners
Wisconsin
$880K +$327K +19,691 +59%
SG Americas Securities
118
SG Americas Securities
New York
$878K +$878K +52,820 New
GEM
119
Global Endowment Management
North Carolina
$832K – – –
AWC
120
Abundance Wealth Counselors
Pennsylvania
$800K +$106K +6,350 +15%
NFG
121
Nations Financial Group
Iowa
$782K +$33.8K +2,031 +5%
FM
122
Family Management
New York
$767K -$153K -9,228 -17%
OBWG
123
Onyx Bridge Wealth Group
New York
$762K +$381K +21,922 +100%
QC
124
Quadrature Capital
United Kingdom
$740K +$338K +20,295 +84%
NA
125
NewEdge Advisors
Louisiana
$698K +$29.5K +1,775 +4%
3 4
5
6 7