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Golub Capital BDC
GBDC

Overview Fund Activity

152 hedge funds and large institutions have $386M invested in Golub Capital BDC in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 53 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
-4
Holders Change %
-2.56%
% of All Funds
3.39%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
18
Increased
59
Reduced
53
Closed
21
Calls
–
Puts
$4K
Net Calls
-$4K
Net Calls Change
-$4K

Top Buyers

1
OAC
OMERS Administration Corp
Ontario, Canada
+$7.54M
2
AIM
Anchor Investment Management
South Carolina
+$5.92M
3
C
Cliffwater
California
+$2.84M
4
UBS Group
UBS Group
Switzerland
+$2.8M
5
CCP
Clough Capital Partners
Massachusetts
+$2.11M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$6.37M
2
FWIA
Fort Washington Investment Advisors
Ohio
-$2.81M
3
Millennium Management
Millennium Management
New York
-$2.4M
4
CIC
Crawford Investment Counsel
Georgia
-$2.29M
5
Wells Fargo
Wells Fargo
California
-$1.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
1IA
126
1834 Investment Advisors
Wisconsin
$76K +$76K +4,697 New
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$72K -$23.2K -1,420 -24%
AG
128
Advisor Group
Arizona
$50K +$3.54K +220 +8%
KPW
129
Kore Private Wealth
New York
$43K +$43K +2,690 New
NSIM
130
North Star Investment Management
Illinois
$38K – – –
UBS AM
131
UBS AM
Illinois
$35.4K -$6.27K -388 -15%
WA
132
WealthTrust-Arizona
Arizona
$27K +$27K +1,654 New
RFC
133
Regions Financial Corp
Alabama
$25K -$2.43K -149 -9%
BFEC
134
Benjamin F. Edwards & Company
Missouri
$22K +$6.07K +375 +38%
Schroder Investment Management Group
135
Schroder Investment Management Group
United Kingdom
$18.7K +$147 +9,075 +0.8%
GSIS
136
Global Strategic Investment Solutions
Arizona
$18K +$18K +1,091 New
FCA
137
FinTrust Capital Advisors
South Carolina
$17K +$17K +1,067 New
EWM
138
Endurance Wealth Management
Rhode Island
$13K – – –
CAC
139
Certified Advisory Corp
Florida
$13K +$145 +9 +1%
CAM
140
Cresset Asset Management
Illinois
$13K +$13K +789 New
Macquarie Group
141
Macquarie Group
Australia
$10K -$23.3K -1,429 -70%
HIM
142
Hillsdale Investment Management
Ontario, Canada
$10K – – –
FHA
143
First Horizon Advisors
Tennessee
$8K – – –
IA
144
IFP Advisors
Florida
$8K – – –
QCIG
145
Quad-Cities Investment Group
Iowa
$8K – – –
NFG
146
Next Financial Group
Texas
$6K – – –
Fidelity Investments
147
Fidelity Investments
Massachusetts
$6K +$6K +366 New
FHB
148
First Hawaiian Bank
Hawaii
$5K – – –
Citigroup
149
Citigroup
New York
$4K -$111K -6,330 -97%
FWM
150
Focused Wealth Management
New York
$3K – – –
3 4 5
6
7