GBDC icon

Golub Capital BDC
GBDC

Overview Fund Activity

259 hedge funds and large institutions have $1.06B invested in Golub Capital BDC in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 96 increasing their positions, 78 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+11
Holders Change %
+4.44%
% of All Funds
3.8%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
40
Increased
96
Reduced
78
Closed
25
Calls
$1.29M
Puts
$352K
Net Calls
+$942K
Net Calls Change
+$569K

Top Buyers

1
Cerity Partners
Cerity Partners
New York
$26.3M
2
Morgan Stanley
Morgan Stanley
New York
$40.7M
3
Bank of America
Bank of America
North Carolina
$14.6M
4
Citigroup
Citigroup
New York
$5M
5
AIM
Allen Investment Management
New York
$24.5M

Top Sellers

1
SO
STRS Ohio
Ohio
$140M
2
Millennium Management
Millennium Management
New York
$18.1M
3
NCM
Next Capital Management
New York
$9.35M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
$0
5
LC
Lindbrook Capital
California
$70.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
KACA
151
Kayne Anderson Capital Advisors
California
$408K +$408K +27,000 New
MM
152
MQS Management
New York
$399K -$288K -19,053 -42%
William Blair & Company
153
William Blair & Company
Illinois
$394K – – –
SQA
154
Simon Quick Advisors
New Jersey
$389K -$68.6K -4,543 -15%
VEA
155
Virtus ETF Advisers
New York
$388K -$184K -12,210 -32%
NA
156
Navellier & Associates
Nevada
$369K +$90.7K +6,006 +33%
QC
157
Quadrature Capital
United Kingdom
$365K +$143K +9,472 +64%
PIWA
158
Prevail Innovative Wealth Advisors
Kansas
$358K +$358K +23,712 New
Cambridge Investment Research Advisors
159
Cambridge Investment Research Advisors
Iowa
$344K -$8.27K -548 -2%
FIM
160
Freedom Investment Management
Connecticut
$341K +$19.4K +1,286 +6%
PC
161
Port Capital
Illinois
$332K – – –
OBWG
162
Onyx Bridge Wealth Group
New York
$331K +$9.59K +635 +3%
EGA
163
Eagle Global Advisors
Texas
$326K – – –
NG
164
Northstar Group
New York
$325K – – –
Manulife (Manufacturers Life Insurance)
165
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$324K -$5.72K -379 -2%
M&T Bank
166
M&T Bank
New York
$323K +$3.22K +213 +1%
ProShare Advisors
167
ProShare Advisors
Maryland
$318K -$36.2K -2,399 -10%
TC
168
Truvestments Capital
Florida
$316K +$316K +20,952 New
Wealth Enhancement Advisory Services
169
Wealth Enhancement Advisory Services
Minnesota
$315K +$315K +20,833 New
ECM
170
Evergreen Capital Management
Washington
$307K +$2.67K +177 +0.9%
RJFSA
171
Raymond James Financial Services Advisors
Florida
$296K +$31.5K +2,083 +12%
MML Investors Services
172
MML Investors Services
Massachusetts
$287K +$17.2K +1,142 +6%
CPIG
173
Chicago Partners Investment Group
Illinois
$286K +$11.9K +771 +4%
UB
174
UMB Bank
Missouri
$279K – – –
Comerica Bank
175
Comerica Bank
Texas
$275K +$2.25K +149 +0.8%
5 6
7
8 9