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Golub Capital BDC
GBDC

Overview Fund Activity

251 hedge funds and large institutions have $1.09B invested in Golub Capital BDC in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 112 increasing their positions, 60 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
-8
Holders Change %
-3.09%
% of All Funds
3.64%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
31
Increased
112
Reduced
60
Closed
35
Calls
$1.01M
Puts
$545K
Net Calls
+$462K
Net Calls Change
-$480K

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$12.1M
2
AIM
Allen Investment Management
New York
+$7.97M
3
VanEck Associates
VanEck Associates
New York
+$6.64M
4
NFC
Northeast Financial Consultants
Connecticut
+$6.11M
5
GFL
Granite FO LLC
New Hampshire
+$5.98M

Top Sellers

1
SO
STRS Ohio
Ohio
-$52.4M
2
Millennium Management
Millennium Management
New York
-$18.9M
3
LC
Lindbrook Capital
California
-$16.8M
4
HCC
Hirtle Callaghan & Co
Pennsylvania
-$13M
5
Morgan Stanley
Morgan Stanley
New York
-$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
126
Redhawk Wealth Advisors
Minnesota
$695K +$695K +41,791 New
GWMIA
127
Global Wealth Management Investment Advisory
Florida
$690K +$9.11K +548 +1%
NHC
128
Nicholas Hoffman & Company
Georgia
$689K +$79.5K +4,782 +13%
EWM
129
Evercore Wealth Management
New York
$669K – – –
PIWA
130
Prevail Innovative Wealth Advisors
Kansas
$664K +$270K +16,230 +68%
GWM
131
Geneos Wealth Management
Colorado
$658K +$7.22K +434 +1%
DM
132
Delphi Management
Massachusetts
$649K +$58.1K +3,492 +10%
AWA
133
Amplius Wealth Advisors
Pennsylvania
$636K – – –
RP
134
Riverbridge Partners
Minnesota
$624K +$23.1K +1,387 +4%
MC
135
Moors & Cabot
Massachusetts
$616K +$48.5K +2,915 +9%
KPWS
136
Kestra Private Wealth Services
Texas
$614K +$614K +36,950 New
WS
137
Wedbush Securities
California
$599K -$2.99K -180 -0.5%
TCOV
138
Trust Company of Vermont
Vermont
$571K – – –
Manulife (Manufacturers Life Insurance)
139
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$569K +$213K +12,805 +60%
Tudor Investment Corp
140
Tudor Investment Corp
Connecticut
$568K -$4.89M -294,191 -90%
Jane Street
141
Jane Street
New York
$562K +$562K +33,802 New
VEA
142
Virtus ETF Advisers
New York
$555K +$128K +7,686 +30%
JF
143
Jump Financial
Illinois
$554K -$1.18M -70,782 -68%
DM
144
Deerfield Management
New York
$554K +$322K +19,345 +139%
SAM
145
Silvercrest Asset Management
New York
$550K +$16.1K +970 +3%
VIA
146
Virtus Investment Advisers
Connecticut
$519K – – –
GC
147
Guggenheim Capital
Illinois
$516K -$17.8K -1,069 -3%
AIM
148
Anchor Investment Management
South Carolina
$513K -$1.4K -84 -0.3%
DTL
149
Dynamic Technology Lab
Singapore
$510K +$510K +30,667 New
RFN
150
RDA Financial Network
Iowa
$496K -$15.6K -937 -3%
4 5
6
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