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Golub Capital BDC
GBDC

Overview Fund Activity

193 hedge funds and large institutions have $694M invested in Golub Capital BDC in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 62 increasing their positions, 70 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+8
Holders Change %
+4.32%
% of All Funds
4.26%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
34
Increased
62
Reduced
70
Closed
23
Calls
$139K
Puts
$39K
Net Calls
+$100K
Net Calls Change
+$348K

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
+$16M
2
LC
Lindbrook Capital
California
+$9.54M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$8.93M
4
OAC
OMERS Administration Corp
Ontario, Canada
+$8.69M
5
DC
Derby & Company
Massachusetts
+$5.34M

Top Sellers

1
SWPG
Strategic Wealth Partners Group
Illinois
-$22.4M
2
UBS Group
UBS Group
Switzerland
-$21.1M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$14M
4
ClearBridge Investments
ClearBridge Investments
New York
-$9.39M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$6.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
151
CAZ Investments
Texas
$147K +$147K +11,946 New
MWM
152
Mission Wealth Management
California
$146K +$146K +11,874 New
SPC
153
Sigma Planning Corp
Michigan
$141K -$23.3K -1,895 -14%
NCM
154
Next Capital Management
New York
$140K +$52.6K +4,288 +60%
FAAS
155
First Allied Advisory Services
California
$136K +$136K +11,030 New
SEI Investments
156
SEI Investments
Pennsylvania
$134K +$3.4K +277 +3%
CIBC World Market
157
CIBC World Market
Ontario, Canada
$134K +$134K +11,115 New
WP
158
WealthSource Partners
California
$132K -$21.7K -1,762 -14%
FBA
159
Front Barnett Associates
Illinois
$131K – – –
BAM
160
Belpointe Asset Management
Nevada
$118K -$86 -7 -0.1%
Deutsche Bank
161
Deutsche Bank
Germany
$113K -$16.9K -1,377 -13%
TRCT
162
Tower Research Capital (TRC)
New York
$96K -$6.71K -548 -7%
AWA
163
Arkadios Wealth Advisors
Georgia
$78.8K +$7.54K +613 +11%
1IA
164
1834 Investment Advisors
Wisconsin
$57K +$308 +25 +0.5%
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$54K – – –
GWMIA
166
Global Wealth Management Investment Advisory
Florida
$46K +$44.5K +3,593 +2,969%
BCA
167
Berman Capital Advisors
Georgia
$43K – – –
GEA
168
Glen Eagle Advisors
New Jersey
$33.2K +$9.08K +738 +38%
NSIM
169
North Star Investment Management
Illinois
$29K – – –
HWA
170
Heritage Wealth Advisors
Virginia
$17.6K – – –
CA
171
Clearstead Advisors
Ohio
$15K +$15K +1,200 New
FCA
172
FinTrust Capital Advisors
South Carolina
$13K – – –
CAC
173
Certified Advisory Corp
Florida
$11K +$179 +14 +2%
BFEC
174
Benjamin F. Edwards & Company
Missouri
$10K -$4.56K -375 -31%
EWM
175
Endurance Wealth Management
Rhode Island
$10K – – –
5 6
7
8 9