GBDC icon

Golub Capital BDC
GBDC

Overview Fund Activity

242 hedge funds and large institutions have $943M invested in Golub Capital BDC in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 89 increasing their positions, 63 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+15
Holders Change %
+6.61%
% of All Funds
3.82%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
33
Increased
89
Reduced
63
Closed
17
Calls
$314K
Puts
$677K
Net Calls
-$363K
Net Calls Change
-$321K

Top Buyers

1
AIM
Allen Investment Management
New York
+$5.35M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$5.28M
3
LSV Asset Management
LSV Asset Management
Illinois
+$5.21M
4
MFG
Merit Financial Group
Georgia
+$3.99M
5
SMA
Sage Mountain Advisors
Georgia
+$2.67M

Top Sellers

1
UCIG
Ulrich Consultants & Investment Group
New Mexico
-$10.7M
2
Natixis Advisors
Natixis Advisors
Massachusetts
-$7.81M
3
CG
Colony Group
Massachusetts
-$6.34M
4
CWM
Curi Wealth Management
North Carolina
-$4.66M
5
Cerity Partners
Cerity Partners
New York
-$4.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOV
126
Trust Company of Vermont
Vermont
$464K – – –
MC
127
Moors & Cabot
Massachusetts
$459K +$3.39K +251 +0.7%
AWC
128
Abundance Wealth Counselors
Pennsylvania
$442K +$2.87K +213 +0.7%
AIM
129
Anchor Investment Management
South Carolina
$434K +$28.5K +2,109 +7%
TI
130
Trexquant Investment
Connecticut
$426K -$490K -36,296 -53%
GC
131
Guggenheim Capital
Illinois
$423K +$37.1K +2,749 +10%
VIA
132
Virtus Investment Advisers
Connecticut
$421K – – –
RP
133
Riverbridge Partners
Minnesota
$417K -$186K -13,789 -31%
PP
134
Pegasus Partners
Wisconsin
$408K – – –
Osaic Holdings
135
Osaic Holdings
Arizona
$407K -$459K -34,034 -53%
RFN
136
RDA Financial Network
Iowa
$406K – – –
SQA
137
Simon Quick Advisors
New Jersey
$406K +$6.87K +509 +2%
MHS
138
M Holdings Securities
Oregon
$401K -$910K -67,376 -69%
WWC
139
Waypoint Wealth Counsel
Georgia
$384K – – –
DM
140
Delphi Management
Massachusetts
$382K +$382K +28,306 New
ProShare Advisors
141
ProShare Advisors
Maryland
$377K +$4.31K +319 +1%
CWM
142
Curi Wealth Management
North Carolina
$361K -$4.66M -345,517 -93%
William Blair & Company
143
William Blair & Company
Illinois
$352K – – –
TA
144
Tiedemann Advisors
New York
$347K – – –
CC
145
Claybrook Capital
Massachusetts
$325K – – –
Qube Research & Technologies (QRT)
146
Qube Research & Technologies (QRT)
United Kingdom
$314K +$314K +23,261 New
VEA
147
Virtus ETF Advisers
New York
$307K -$60.7K -4,497 -16%
OBWG
148
Onyx Bridge Wealth Group
New York
$304K +$17.1K +1,265 +6%
PC
149
Port Capital
Illinois
$297K +$297K +22,000 New
MWAM
150
Manhattan West Asset Management
California
$294K +$294K +21,784 New
4 5
6
7 8