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Golub Capital BDC
GBDC

Overview Fund Activity

201 hedge funds and large institutions have $1.06B invested in Golub Capital BDC in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 59 increasing their positions, 64 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+17
Holders Change %
+9.24%
% of All Funds
3.54%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.21%
New
38
Increased
59
Reduced
64
Closed
17
Calls
$808K
Puts
$499K
Net Calls
+$309K
Net Calls Change
+$460K

Top Buyers

1
AM
Ares Management
California
+$12.5M
2
Morgan Stanley
Morgan Stanley
New York
+$9.8M
3
OAC
OMERS Administration Corp
Ontario, Canada
+$4.66M
4
Bank of America
Bank of America
North Carolina
+$3.57M
5
VanEck Associates
VanEck Associates
New York
+$3.23M

Top Sellers

1
SO
STRS Ohio
Ohio
-$12.7M
2
RFA
Radnor Financial Advisors
Pennsylvania
-$8.64M
3
Cerity Partners
Cerity Partners
New York
-$7.49M
4
Two Sigma Investments
Two Sigma Investments
New York
-$6.29M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWMIA
176
Global Wealth Management Investment Advisory
Florida
$108K +$13.2K +900 +14%
TFO
177
Tarbox Family Office
California
$104K – – –
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$101K – – –
AWA
179
Arkadios Wealth Advisors
Georgia
$101K – – –
KPCM
180
Kings Point Capital Management
New York
$100K – – –
SFS
181
Sowell Financial Services
Arkansas
$81K +$79K +5,100 +4,016%
NICM
182
Neo Ivy Capital Management
New York
$79K -$526K -35,928 -87%
QT
183
Quantbot Technologies
New York
$45K +$45K +3,100 New
CFD
184
Creative Financial Designs
Indiana
$35K – – –
SWM
185
Spire Wealth Management
Virginia
$27K +$27K +1,796 New
1IA
186
1834 Investment Advisors
Wisconsin
$24K +$651 +44 +3%
BCA
187
Berman Capital Advisors
Georgia
$22K – – –
Citigroup
188
Citigroup
New York
$20K +$16.7K +1,115 +500%
GEA
189
Glen Eagle Advisors
New Jersey
$13.4K +$249 +17 +2%
EWM
190
Endurance Wealth Management
Rhode Island
$12K – – –
SPIA
191
Steward Partners Investment Advisory
New York
$10.2K +$10.2K +700 New
PA
192
Perennial Advisors
New York
$9K – – –
CAC
193
Certified Advisory Corp
Florida
$8K +$8K +561 New
FHA
194
First Horizon Advisors
Tennessee
$7K – – –
TAM
195
Tucker Asset Management
Colorado
$5.22K – – –
RWM
196
RBA Wealth Management
California
$4.7K +$4.7K +322 New
QCG
197
Quadrant Capital Group
Ohio
$4K – – –
CHC
198
City Holding Co
West Virginia
$2K – – –
MRCM
199
M&R Capital Management
New Jersey
$2K – – –
CFB
200
Cullen/Frost Bankers
Texas
$2K +$2K +114 New
5 6 7
8
9