GBDC icon

Golub Capital BDC
GBDC

Overview Fund Activity

259 hedge funds and large institutions have $1.06B invested in Golub Capital BDC in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 96 increasing their positions, 78 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+11
Holders Change %
+4.44%
% of All Funds
3.8%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
40
Increased
96
Reduced
78
Closed
25
Calls
$1.29M
Puts
$352K
Net Calls
+$942K
Net Calls Change
+$569K

Top Buyers

1
Cerity Partners
Cerity Partners
New York
$26.3M
2
Morgan Stanley
Morgan Stanley
New York
$40.7M
3
Bank of America
Bank of America
North Carolina
$14.6M
4
Citigroup
Citigroup
New York
$5M
5
AIM
Allen Investment Management
New York
$24.5M

Top Sellers

1
SO
STRS Ohio
Ohio
$140M
2
Millennium Management
Millennium Management
New York
$18.1M
3
NCM
Next Capital Management
New York
$9.35M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
$0
5
LC
Lindbrook Capital
California
$70.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWMIA
126
Global Wealth Management Investment Advisory
Florida
$618K +$257 +17 +0%
EWM
127
Evercore Wealth Management
New York
$608K +$34.2K +2,263 +6%
RJA
128
Raymond James & Associates
Florida
$598K -$5.35K -354 -0.9%
GWM
129
Geneos Wealth Management
Colorado
$591K -$154K -10,169 -21%
AWA
130
Amplius Wealth Advisors
Pennsylvania
$578K – – –
Marshall Wace
131
Marshall Wace
United Kingdom
$568K +$568K +37,619 New
Osaic Holdings
132
Osaic Holdings
Arizona
$557K -$81.1K -5,368 -13%
NHC
133
Nicholas Hoffman & Company
Georgia
$553K -$282K -18,659 -34%
GSEP
134
Golden State Equity Partners
California
$547K -$378 -25 -0.1%
WS
135
Wedbush Securities
California
$547K -$144K -9,550 -21%
RP
136
Riverbridge Partners
Minnesota
$546K +$4.76K +315 +0.9%
DM
137
Delphi Management
Massachusetts
$537K +$98.8K +6,543 +23%
TI
138
Trexquant Investment
Connecticut
$535K -$1.49M -98,759 -74%
WG
139
Winton Group
United Kingdom
$526K +$131K +8,704 +33%
TCOV
140
Trust Company of Vermont
Vermont
$519K – – –
MC
141
Moors & Cabot
Massachusetts
$516K +$951 +63 +0.2%
Cetera Investment Advisers
142
Cetera Investment Advisers
Illinois
$513K +$83.5K +5,532 +19%
PP
143
Pegasus Partners
Wisconsin
$502K – – –
SAM
144
Silvercrest Asset Management
New York
$485K +$485K +32,107 New
GC
145
Guggenheim Capital
Illinois
$484K +$18.1K +1,200 +4%
VIA
146
Virtus Investment Advisers
Connecticut
$471K – – –
AIM
147
Anchor Investment Management
South Carolina
$467K +$725 +48 +0.2%
RFN
148
RDA Financial Network
Iowa
$464K +$2.64K +175 +0.6%
PAG
149
Private Advisor Group
New Jersey
$460K +$196K +12,992 +74%
MWAM
150
Manhattan West Asset Management
California
$430K – – –
4 5
6
7 8