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Golub Capital BDC
GBDC

Overview Fund Activity

185 hedge funds and large institutions have $1.03B invested in Golub Capital BDC in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 80 increasing their positions, 33 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+18
Holders Change %
+10.78%
% of All Funds
3.65%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
37
Increased
80
Reduced
33
Closed
17
Calls
$295K
Puts
$543K
Net Calls
-$248K
Net Calls Change
+$1.34M

Top Buyers

1
FWIA
Fort Washington Investment Advisors
Ohio
+$26M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$23M
3
SI
Stephens Inc
Arkansas
+$20.2M
4
UBS Group
UBS Group
Switzerland
+$18.7M
5
C
Cliffwater
California
+$15.8M

Top Sellers

1
ZCA
Zeke Capital Advisors
Pennsylvania
-$8.16M
2
Deutsche Bank
Deutsche Bank
Germany
-$1.68M
3
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$1.68M
4
AG
AlphaSimPlex Group
Massachusetts
-$1M
5
PC
Polar Capital
United Kingdom
-$950K
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Life
126
Canada Life
Manitoba, Canada
$367K +$367K +20,430 New
WJWM
127
Williams Jones Wealth Management
New York
$341K – – –
TG
128
TCW Group
California
$339K -$87.3K -4,829 -20%
IA
129
IFG Advisory
Georgia
$320K +$69.9K +3,869 +28%
CSS
130
Cubist Systematic Strategies
Connecticut
$314K +$314K +17,351 New
SFSIG
131
San Francisco Sentry Investment Group
California
$312K +$25.9K +1,430 +9%
AG
132
Aperio Group
California
$301K +$112K +6,186 +59%
Lido Advisors
133
Lido Advisors
California
$292K – – –
KFA
134
Kelleher Financial Advisors
New York
$287K – – –
RJFSA
135
Raymond James Financial Services Advisors
Florida
$275K +$18.5K +1,027 +7%
Squarepoint
136
Squarepoint
New York
$275K +$275K +15,203 New
MHS
137
M Holdings Securities
Oregon
$254K -$10.7K -592 -4%
SPC
138
Sigma Planning Corp
Michigan
$242K +$36.2K +1,999 +18%
MFG
139
Magnus Financial Group
New York
$240K – – –
SSA
140
Schonfeld Strategic Advisors
New York
$240K +$240K +13,273 New
CMANY
141
Capital Management Associates (New York)
New York
$233K -$46.2K -2,552 -17%
WP
142
WealthSource Partners
California
$226K -$5.06K -280 -2%
IAA
143
Independent Advisor Alliance
North Carolina
$215K +$215K +11,868 New
KPW
144
Kore Private Wealth
New York
$205K – – –
PA
145
Parallel Advisors
California
$204K +$149K +8,257 +273%
Cerity Partners
146
Cerity Partners
New York
$194K +$194K +10,749 New
FBA
147
Front Barnett Associates
Illinois
$192K – – –
SEI Investments
148
SEI Investments
Pennsylvania
$192K +$192K +10,643 New
Deutsche Bank
149
Deutsche Bank
Germany
$191K -$1.68M -92,900 -90%
BAM
150
Belpointe Asset Management
Nevada
$174K +$8.44K +466 +5%
4 5
6
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