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Golub Capital BDC
GBDC

Overview Fund Activity

225 hedge funds and large institutions have $1.17B invested in Golub Capital BDC in 2021 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 83 increasing their positions, 60 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+22
Holders Change %
+10.84%
% of All Funds
3.47%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
48
Increased
83
Reduced
60
Closed
23
Calls
$708K
Puts
$413K
Net Calls
+$295K
Net Calls Change
+$1.13M

Top Buyers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$53.2M
2
Millennium Management
Millennium Management
New York
$20.2M
3
HCC
Hirtle Callaghan & Co
Pennsylvania
$6.73M
4
Principal Financial Group
Principal Financial Group
Iowa
$5.43M
5
AM
Ares Management
California
$32.9M

Top Sellers

1
SO
STRS Ohio
Ohio
$309M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
3
Jane Street
Jane Street
New York
$1.14M
4
RFA
Radnor Financial Advisors
Pennsylvania
$3.53M
5
RC
RegentAtlantic Capital
New Jersey
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
126
Evanson Asset Management
California
$511K +$3.31K +214 +0.7%
Osaic Holdings
127
Osaic Holdings
Arizona
$495K +$18.5K +1,193 +4%
DWA
128
Douglass Winthrop Advisors
New York
$486K – – –
SWP
129
Strategic Wealth Partners
Ohio
$469K -$47.2K -3,055 -9%
PP
130
Pegasus Partners
Wisconsin
$467K – – –
EW
131
Evoke Wealth
California
$466K -$47.8K -3,100 -9%
MC
132
Moors & Cabot
Massachusetts
$447K +$540 +35 +0.1%
CPA
133
Cowen Prime Advisors
New York
$428K +$173K +11,200 +68%
MAA
134
Mraz Amerine & Associates
California
$410K -$23.2K -1,500 -5%
RFN
135
RDA Financial Network
Iowa
$399K -$1.19K -77 -0.3%
William Blair & Company
136
William Blair & Company
Illinois
$395K -$61.7K -4,000 -14%
AIM
137
Anchor Investment Management
South Carolina
$391K +$9.64K +624 +3%
AG
138
AlphaSimPlex Group
Massachusetts
$387K -$793K -51,378 -67%
KPW
139
Kore Private Wealth
New York
$379K – – –
SFS
140
Sowell Financial Services
Arkansas
$375K +$375K +24,206 New
CC
141
Claybrook Capital
Massachusetts
$371K – – –
BCP
142
Berkeley Capital Partners
Georgia
$364K -$19K -1,232 -5%
BAS
143
Brown Advisory Securities
Maryland
$364K +$15.4K +1,000 +4%
MA
144
MAS Advisors
Florida
$331K +$331K +21,524 New
LGA
145
Lebenthal Global Advisors
New York
$328K -$23.8K -1,545 -7%
KFA
146
Kelleher Financial Advisors
New York
$321K -$114K -7,353 -26%
US Bancorp
147
US Bancorp
Minnesota
$318K -$3.8K -246 -1%
ACM
148
Ayrshire Capital Management
Connecticut
$316K -$19.4K -1,255 -6%
BWA
149
Bordeaux Wealth Advisors
California
$315K +$315K +20,388 New
CL
150
CPWM LLC
Washington
$312K – – –
4 5
6
7 8