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Golub Capital BDC
GBDC

Overview Fund Activity

225 hedge funds and large institutions have $1.17B invested in Golub Capital BDC in 2021 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 83 increasing their positions, 60 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+22
Holders Change %
+10.84%
% of All Funds
3.47%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
48
Increased
83
Reduced
60
Closed
23
Calls
$708K
Puts
$413K
Net Calls
+$295K
Net Calls Change
+$1.13M

Top Buyers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$53.2M
2
Millennium Management
Millennium Management
New York
$20.2M
3
HCC
Hirtle Callaghan & Co
Pennsylvania
$6.73M
4
Principal Financial Group
Principal Financial Group
Iowa
$5.43M
5
AM
Ares Management
California
$32.9M

Top Sellers

1
SO
STRS Ohio
Ohio
$309M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
3
Jane Street
Jane Street
New York
$1.14M
4
RFA
Radnor Financial Advisors
Pennsylvania
$3.53M
5
RC
RegentAtlantic Capital
New Jersey
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
151
Chicago Partners Investment Group
Illinois
$312K +$312K +19,668 New
OMC
152
Overbrook Management Corp
New York
$311K +$11.7K +758 +4%
EWM
153
Evercore Wealth Management
New York
$310K +$15.1K +975 +5%
Victory Capital Management
154
Victory Capital Management
Texas
$309K +$31.2K +2,021 +11%
GWMIA
155
Global Wealth Management Investment Advisory
Florida
$309K +$57.7K +3,734 +23%
UB
156
UMB Bank
Missouri
$308K +$308K +19,976 New
DM
157
Delphi Management
Massachusetts
$301K +$1.54K +100 +0.5%
BFM
158
Boothbay Fund Management
New York
$296K +$296K +19,140 New
CWM
159
Cherrydale Wealth Management
New Jersey
$293K +$293K +18,979 New
GC
160
Guggenheim Capital
Illinois
$278K -$863K -55,836 -76%
CG
161
CFO4Life Group
Texas
$275K +$4.37K +283 +2%
BAM
162
Belpointe Asset Management
Nevada
$274K – – –
WA
163
Wambolt & Associates
Colorado
$268K -$1.53K -99 -0.6%
BNP Paribas Financial Markets
164
BNP Paribas Financial Markets
France
$257K +$257K +16,636 New
NCM
165
Novare Capital Management
North Carolina
$255K +$12.3K +800 +5%
GAM
166
Griffin Asset Management
New York
$252K – – –
CFS
167
Capital Financial Services
New York
$251K -$15.4K -1,000 -6%
Cetera Investment Advisers
168
Cetera Investment Advisers
Illinois
$238K -$74.8K -4,845 -24%
GMA
169
Glassy Mountain Advisors
Maryland
$237K +$237K +15,342 New
QC
170
Quent Capital
New York
$236K +$236K +15,311 New
RJFSA
171
Raymond James Financial Services Advisors
Florida
$226K -$12.1K -779 -5%
Cambridge Investment Research Advisors
172
Cambridge Investment Research Advisors
Iowa
$219K +$21.1K +1,367 +11%
TCA
173
Transcend Capital Advisors
New Jersey
$205K +$3.91K +253 +2%
NCP
174
NexWave Capital Partners
New York
$203K +$203K +13,146 New
Janney Montgomery Scott
175
Janney Montgomery Scott
Pennsylvania
$203K +$203K +13,175 New
5 6
7
8 9