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Golub Capital BDC
GBDC

Overview Fund Activity

227 hedge funds and large institutions have $954M invested in Golub Capital BDC in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 88 increasing their positions, 79 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
-24
Holders Change %
-9.56%
% of All Funds
3.63%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
17
Increased
88
Reduced
79
Closed
34
Calls
$542K
Puts
$584K
Net Calls
-$42K
Net Calls Change
-$2.26M

Top Buyers

1
LSV Asset Management
LSV Asset Management
Illinois
$11.2M
2
BTCPP
Border to Coast Pensions Partnership
United Kingdom
$19.6M
3
SMA
Sage Mountain Advisors
Georgia
$24.1M
4
VanEck Associates
VanEck Associates
New York
$27.3M
5
CBA
Coastal Bridge Advisors
Connecticut
$8.14M

Top Sellers

1
SFBLI
Southern Farm Bureau Life Insurance
Mississippi
$10.3M
2
Millennium Management
Millennium Management
New York
$16.7M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
SO
STRS Ohio
Ohio
$156M
5
RCM
Rivernorth Capital Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
126
Amplius Wealth Advisors
Pennsylvania
$519K – – –
Cetera Investment Advisers
127
Cetera Investment Advisers
Illinois
$486K -$18.4K -1,360 -4%
GWMIA
128
Global Wealth Management Investment Advisory
Florida
$482K +$30.6K +2,260 +7%
TCOV
129
Trust Company of Vermont
Vermont
$466K – – –
MC
130
Moors & Cabot
Massachusetts
$458K -$664 -49 -0.1%
Balyasny Asset Management
131
Balyasny Asset Management
Illinois
$441K -$458K -33,747 -51%
AWC
132
Abundance Wealth Counselors
Pennsylvania
$441K +$78K +5,760 +21%
VIA
133
Virtus Investment Advisers
Connecticut
$423K -$14.6K -1,074 -3%
PP
134
Pegasus Partners
Wisconsin
$410K – – –
RFN
135
RDA Financial Network
Iowa
$408K -$1.02K -75 -0.2%
AIM
136
Anchor Investment Management
South Carolina
$407K +$6.56K +484 +2%
SQA
137
Simon Quick Advisors
New Jersey
$401K -$59K -4,350 -13%
CPIG
138
Chicago Partners Investment Group
Illinois
$388K +$78.2K +5,861 +25%
GC
139
Guggenheim Capital
Illinois
$387K +$43.6K +3,213 +13%
WWC
140
Waypoint Wealth Counsel
Georgia
$386K -$2.09K -154 -0.5%
Goldman Sachs
141
Goldman Sachs
New York
$374K +$374K +27,609 New
ProShare Advisors
142
ProShare Advisors
Maryland
$374K +$374K +27,594 New
Mercer Global Advisors
143
Mercer Global Advisors
Colorado
$370K -$11.2K -824 -3%
VEA
144
Virtus ETF Advisers
New York
$370K +$20.7K +1,526 +6%
William Blair & Company
145
William Blair & Company
Illinois
$354K -$40.7K -3,000 -10%
DFG
146
Delphi Financial Group
Delaware
$349K – – –
TA
147
Tiedemann Advisors
New York
$349K – – –
NG
148
Northstar Group
New York
$346K -$84.1K -6,200 -20%
CC
149
Claybrook Capital
Massachusetts
$326K – – –
Thrivent Financial for Lutherans
150
Thrivent Financial for Lutherans
Minnesota
$318K -$88K -6,480 -22%
4 5
6
7 8