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Golub Capital BDC
GBDC

Overview Fund Activity

320 hedge funds and large institutions have $1.58B invested in Golub Capital BDC in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 124 increasing their positions, 78 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+39
Holders Change %
+13.88%
% of All Funds
4.26%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
67
Increased
124
Reduced
78
Closed
22
Calls
$1.41M
Puts
$2.23M
Net Calls
-$813K
Net Calls Change
-$3.4M

Top Buyers

1
MCM
MAI Capital Management
Ohio
$20.4M
2
Millennium Management
Millennium Management
New York
$28.9M
3
AIM
Allen Investment Management
New York
$56M
4
Bank of America
Bank of America
North Carolina
$33.6M
5
AI
Atria Investments
North Carolina
$14.9M

Top Sellers

1
OAC
OMERS Administration Corp
Ontario, Canada
$33.9M
2
HCC
Hirtle Callaghan & Co
Pennsylvania
$13.8M
3
Two Sigma Investments
Two Sigma Investments
New York
$11M
4
CIBC World Market
CIBC World Market
Ontario, Canada
$6.58M
5
Corient Private Wealth
Corient Private Wealth
Florida
$73.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
JSSH
126
J. Safra Sarasin Holding
$1.21M – – –
TI
127
Tidal Investments
Wisconsin
$1.18M +$26.5K +1,750 +2%
GCM
128
Greenland Capital Management
New York
$1.17M -$1.27M -84,100 -52%
NB
129
NBT Bank
New York
$1.16M -$30.3K -2,000 -3%
SA
130
Sanctuary Advisors
Indiana
$1.14M +$14K +896 +1%
Squarepoint
131
Squarepoint
New York
$1.11M +$721K +47,564 +184%
GWMIA
132
Global Wealth Management Investment Advisory
Florida
$1.1M +$100K +6,629 +10%
Mariner
133
Mariner
Kansas
$1.09M -$929K -61,297 -46%
EIA
134
Edgemoor Investment Advisors
Maryland
$1.08M -$78.6K -5,187 -7%
OBWG
135
Onyx Bridge Wealth Group
New York
$1.04M +$117K +7,729 +13%
ANTB
136
AMG National Trust Bank
Colorado
$1.02M – – –
Ameriprise
137
Ameriprise
Minnesota
$1.01M +$143K +9,429 +17%
FM
138
Family Management
New York
$1M -$1.4K -92 -0.1%
DWA
139
Douglass Winthrop Advisors
New York
$1M – – –
Kovitz Investment Group Partners
140
Kovitz Investment Group Partners
Illinois
$999K -$248K -16,388 -20%
Barclays
141
Barclays
United Kingdom
$977K -$1.91M -125,700 -66%
NRS
142
Neville Rodie & Shaw
New York
$947K +$120K +7,906 +14%
Creative Planning
143
Creative Planning
Kansas
$941K -$1.82M -119,994 -66%
SBCM
144
Silverberg Bernstein Capital Management
New York
$911K – – –
Manulife (Manufacturers Life Insurance)
145
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$898K -$14.3K -944 -2%
Osaic Holdings
146
Osaic Holdings
Arizona
$886K -$830K -54,766 -48%
WA
147
Whipplewood Advisors
Colorado
$856K +$856K +56,439 New
EW
148
Evoke Wealth
California
$851K +$255K +16,809 +43%
AWC
149
Abundance Wealth Counselors
Pennsylvania
$844K -$1.86M -122,813 -69%
WIA
150
Wealthedge Investment Advisors
New York
$814K +$814K +53,665 New
4 5
6
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