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Golub Capital BDC
GBDC

Overview Fund Activity

281 hedge funds and large institutions have $1.44B invested in Golub Capital BDC in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 125 increasing their positions, 70 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
-11
Holders Change %
-3.77%
% of All Funds
4.06%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
38
Increased
125
Reduced
70
Closed
47
Calls
$3.15M
Puts
$557K
Net Calls
+$2.59M
Net Calls Change
+$1.48M

Top Buyers

1
PGH
Partners Group Holding
Switzerland
$30.1M
2
DA
Denali Advisors
California
$8.91M
3
LCP
LGT Capital Partners
Switzerland
$8.72M
4
OAC
OMERS Administration Corp
Ontario, Canada
$48.6M
5
AM
Ares Management
California
$43M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
$81.5M
2
Bank of America
Bank of America
North Carolina
$18.8M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$46.4M
4
Citadel Advisors
Citadel Advisors
Florida
$18K
5
HCC
Hirtle Callaghan & Co
Pennsylvania
$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
126
Bank of New York Mellon
New York
$1.06M +$20.8K +1,378 +2%
ANTB
127
AMG National Trust Bank
Colorado
$1.01M – – –
FM
128
Family Management
New York
$1M +$237K +15,677 +31%
DWA
129
Douglass Winthrop Advisors
New York
$997K – – –
GWMIA
130
Global Wealth Management Investment Advisory
Florida
$996K +$337K +22,304 +51%
Kovitz Investment Group Partners
131
Kovitz Investment Group Partners
Illinois
$991K +$991K +82,256 New
KA
132
Klingman & Associates
New York
$945K +$7.37K +488 +0.8%
AAA
133
Adams Asset Advisors
Texas
$937K +$937K +62,018 New
TI
134
TrueMark Investments
Illinois
$928K -$407K -26,959 -30%
OBWG
135
Onyx Bridge Wealth Group
New York
$924K +$245K +16,213 +36%
Manulife (Manufacturers Life Insurance)
136
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$909K +$374K +24,780 +70%
SBCM
137
Silverberg Bernstein Capital Management
New York
$908K +$22.7K +1,500 +3%
Ameriprise
138
Ameriprise
Minnesota
$860K -$44.2K -2,922 -5%
ASN
139
Advisory Services Network
Georgia
$860K – – –
NRS
140
Neville Rodie & Shaw
New York
$824K +$10.8K +715 +1%
RWA
141
Redhawk Wealth Advisors
Minnesota
$804K +$77.1K +5,105 +11%
PP
142
Pegasus Partners
Wisconsin
$799K – – –
AA
143
Axiom Advisory
California
$763K +$30.1K +1,992 +4%
AWA
144
Amplius Wealth Advisors
Pennsylvania
$729K +$58K +3,841 +9%
CPIG
145
Chicago Partners Investment Group
Illinois
$728K +$187K +12,161 +35%
NFG
146
Nations Financial Group
Iowa
$710K -$3.55K -235 -0.5%
VEA
147
Virtus ETF Advisers
New York
$694K -$62.9K -4,161 -8%
BP
148
BBR Partners
New York
$655K +$655K +43,331 New
GWM
149
Geneos Wealth Management
Colorado
$629K +$8.36K +553 +1%
WS
150
Wedbush Securities
California
$625K +$65.7K +4,350 +12%
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