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Golub Capital BDC
GBDC

Overview Fund Activity

227 hedge funds and large institutions have $954M invested in Golub Capital BDC in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 88 increasing their positions, 79 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
-24
Holders Change %
-9.56%
% of All Funds
3.63%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
17
Increased
88
Reduced
79
Closed
34
Calls
$542K
Puts
$584K
Net Calls
-$42K
Net Calls Change
-$2.26M

Top Buyers

1
LSV Asset Management
LSV Asset Management
Illinois
$11.2M
2
BTCPP
Border to Coast Pensions Partnership
United Kingdom
$19.6M
3
SMA
Sage Mountain Advisors
Georgia
$24.1M
4
VanEck Associates
VanEck Associates
New York
$27.3M
5
CBA
Coastal Bridge Advisors
Connecticut
$8.14M

Top Sellers

1
SFBLI
Southern Farm Bureau Life Insurance
Mississippi
$10.3M
2
Millennium Management
Millennium Management
New York
$16.7M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
SO
STRS Ohio
Ohio
$156M
5
RCM
Rivernorth Capital Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
151
Strategic Wealth Partners
Ohio
$299K +$105K +7,724 +54%
EGA
152
Eagle Global Advisors
Texas
$293K – – –
OBWG
153
Onyx Bridge Wealth Group
New York
$289K +$47.7K +3,521 +20%
Cambridge Investment Research Advisors
154
Cambridge Investment Research Advisors
Iowa
$267K +$11.4K +841 +4%
TRCT
155
Tower Research Capital (TRC)
New York
$263K +$98.6K +7,276 +60%
JF
156
Jump Financial
Illinois
$254K -$1.2M -88,800 -83%
UB
157
UMB Bank
Missouri
$251K – – –
CG
158
CFO4Life Group
Texas
$248K +$5.36K +395 +2%
BAM
159
Belpointe Asset Management
Nevada
$243K +$1.76K +130 +0.7%
TG
160
TCW Group
California
$238K +$238K +17,563 New
NCM
161
Novare Capital Management
North Carolina
$234K – – –
FBC
162
Fairfield, Bush & Co
Connecticut
$231K – – –
ACM
163
Ayrshire Capital Management
Connecticut
$224K -$51.6K -3,805 -19%
WA
164
Wambolt & Associates
Colorado
$219K +$108 +8 +0%
MML Investors Services
165
MML Investors Services
Massachusetts
$217K -$78.4K -5,779 -27%
PVI
166
Pine Valley Investments
New Jersey
$216K +$216K +16,465 New
QC
167
Quent Capital
New York
$208K – – –
OMC
168
Overbrook Management Corp
New York
$205K -$14 -1 -0%
NW
169
Naviter Wealth
Arkansas
$204K +$204K +15,068 New
CWP
170
Core Wealth Partners
California
$204K – – –
RJFSA
171
Raymond James Financial Services Advisors
Florida
$202K -$859K -63,322 -81%
AA
172
Ancora Advisors
Ohio
$198K – – –
ECM
173
Evergreen Capital Management
Washington
$198K +$198K +14,577 New
MA
174
MAS Advisors
Florida
$195K -$33.5K -2,469 -15%
Deutsche Bank
175
Deutsche Bank
Germany
$194K -$34.3K -2,526 -15%
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