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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 %
VEA
151
Virtus ETF Advisers
New York
$768K +$72.2K +4,764 +10%
AWA
152
Amplius Wealth Advisors
Pennsylvania
$761K +$30.4K +2,007 +4%
Mercer Global Advisors
153
Mercer Global Advisors
Colorado
$753K +$753K +49,694 New
TCM
154
Triumph Capital Management
Colorado
$736K -$529K -34,925 -42%
NFG
155
Nations Financial Group
Iowa
$709K -$3.61K -238 -0.5%
CPIG
156
Chicago Partners Investment Group
Illinois
$707K -$1.02K -68 -0.1%
RWA
157
Redhawk Wealth Advisors
Minnesota
$692K -$115K -7,591 -14%
BP
158
BBR Partners
New York
$657K – – –
IA
159
IFC Advisors
California
$640K +$640K +42,238 New
WS
160
Wedbush Securities
California
$627K – – –
Cambridge Investment Research Advisors
161
Cambridge Investment Research Advisors
Iowa
$623K +$360K +23,774 +137%
MLIC
162
Mandatum Life Insurance Company
Finland
$619K +$30.3K +1,997 +5%
EWM
163
Evercore Wealth Management
New York
$610K – – –
GWM
164
Geneos Wealth Management
Colorado
$605K -$26.2K -1,726 -4%
UBP
165
Union Bancaire Privee
Switzerland
$605K +$605K +39,891 New
RP
166
Riverbridge Partners
Minnesota
$603K +$3.23K +213 +0.5%
XT
167
XTX Topco
Cayman Islands
$600K +$97.5K +6,432 +19%
OFO
168
OneAscent Family Office
Alabama
$592K +$592K +39,033 New
KP
169
Keel Point
Alabama
$574K +$574K +37,843 New
CIBC Private Wealth Group
170
CIBC Private Wealth Group
Georgia
$569K -$26.8K -1,791 -5%
MCA
171
Magnolia Capital Advisors
Mississippi
$566K +$174K +11,492 +45%
MC
172
Moors & Cabot
Massachusetts
$564K -$13.9K -918 -2%
BBHC
173
Brown Brothers Harriman & Co
New York
$556K +$556K +36,667 New
NA
174
NewEdge Advisors
Louisiana
$551K +$140K +9,214 +34%
ProShare Advisors
175
ProShare Advisors
Maryland
$547K +$91.3K +6,025 +20%
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7
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