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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 %
Fidelity Investments
176
Fidelity Investments
Massachusetts
$10K +$243 +19 +2%
OPS
177
Orion Portfolio Solutions
Nebraska
$10K +$10K +829 New
AF
178
Advisornet Financial
Minnesota
$9K +$9K +715 New
PGAM
179
Princeton Global Asset Management
New Jersey
$8K – – –
FHA
180
First Horizon Advisors
Tennessee
$6K – – –
Citigroup
181
Citigroup
New York
$3K – – –
FWM
182
Focused Wealth Management
New York
$3K – – –
BFC
183
Bedel Financial Consulting
Indiana
$3K +$3K +204 New
QCG
184
Quadrant Capital Group
Ohio
$3K +$3K +253 New
APA
185
American Portfolios Advisors
New York
$2.15K – – –
HIM
186
Hillsdale Investment Management
Ontario, Canada
$2K -$4.69K -408 -70%
SFS
187
Sowell Financial Services
Arkansas
$2K – – –
NFG
188
Next Financial Group
Texas
$2K – – –
Simplex Trading
189
Simplex Trading
Illinois
$2K +$2K +204 New
MRCM
190
M&R Capital Management
New Jersey
$1K – – –
JSC
191
Jackson Square Capital
California
$1K – – –
Northwestern Mutual Wealth Management
192
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1K +74 New
TI
193
tru Independence
Oregon
$25 – – –
ClearBridge Investments
194
ClearBridge Investments
New York
– -$9.39M -522,229 Closed
CC
195
Cornerstone Capital
California
– -$3.3M -182,817 Closed
Russell Investments Group
196
Russell Investments Group
United Kingdom
– -$1.72M -95,058 Closed
AC
197
Almitas Capital
California
– -$963K -53,261 Closed
PSP
198
Principal Street Partners
Tennessee
– -$891K -48,051 Closed
WA
199
WESPAC Advisors
California
– -$773K -42,788 Closed
CC
200
Centiva Capital
New York
– -$761K -42,125 Closed
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