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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 %
EWM
126
Endurance Wealth Management
Rhode Island
$16K +$16K +817 New
PCM
127
Penserra Capital Management
California
$15K -$939 -50 -6%
FHA
128
First Horizon Advisors
Tennessee
$10K – – –
NFG
129
Next Financial Group
Texas
$8K – – –
Creative Planning
130
Creative Planning
Kansas
$6K – – –
GRP
131
Global Retirement Partners
California
$6K +$6K +306 New
PAM
132
Panagora Asset Management
Massachusetts
$5K – – –
Simplex Trading
133
Simplex Trading
Illinois
$3K +$3K +175 New
TRCT
134
Tower Research Capital (TRC)
New York
$2K -$5.24K -267 -72%
MRCM
135
M&R Capital Management
New Jersey
$2K – – –
PA
136
Parallel Advisors
California
$1K +$17 +1 +2%
State of New Jersey Common Pension Fund D
137
State of New Jersey Common Pension Fund D
New Jersey
– -$7.36M -408,400 Closed
Neuberger Berman Group
138
Neuberger Berman Group
New York
– -$7.24M -401,869 Closed
JPMPWA
139
J.P. Morgan Private Wealth Advisors
California
– -$4.56M -253,398 Closed
MHI
140
Miller Howard Investments
New York
– -$2.42M -134,571 Closed
Two Sigma Investments
141
Two Sigma Investments
New York
– -$1.22M -67,505 Closed
D.E. Shaw & Co
142
D.E. Shaw & Co
New York
– -$1.1M -61,157 Closed
Millennium Management
143
Millennium Management
New York
– -$628K -34,840 Closed
PAG
144
Private Advisor Group
New Jersey
– -$496K -27,295 Closed
EGA
145
Eagle Global Advisors
Texas
– -$363K -20,143 Closed
Citadel Advisors
146
Citadel Advisors
Florida
– -$336K -18,637 Closed
GH
147
GAM Holding
Switzerland
– -$112K -6,201 Closed
RFM
148
Royal Fund Management
Florida
– -$38K -2,144 Closed
PMFA
149
Plante Moran Financial Advisors
Michigan
– -$3K -164 Closed
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