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Golub Capital BDC
GBDC

Overview Fund Activity

229 hedge funds and large institutions have $906M invested in Golub Capital BDC in 2022 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 91 increasing their positions, 63 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
-10
Holders Change %
-4.18%
% of All Funds
3.96%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.24%
New
30
Increased
91
Reduced
63
Closed
36
Calls
$2.53M
Puts
$393K
Net Calls
+$2.13M
Net Calls Change
+$1.99M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$25M
2
CCP
Clough Capital Partners
Massachusetts
$5M
3
RCM
Rivernorth Capital Management
Florida
$37.6M
4
NVCHI
New Vernon Capital Holdings II
New Jersey
$3.92M
5
LC
Lindbrook Capital
California
$58.2M

Top Sellers

1
SO
STRS Ohio
Ohio
$165M
2
RC
RegentAtlantic Capital
New Jersey
$1.8M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
5
VanEck Associates
VanEck Associates
New York
$21.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
176
Atria Wealth Solutions
New York
$177K +$177K +14,285 New
RBC
177
Romano Brothers & Co
Illinois
$176K +$176K +14,225 New
FWA
178
FSM Wealth Advisors
Ohio
$173K – – –
CFS
179
Capital Financial Services
New York
$172K -$42.2K -3,400 -20%
Deutsche Bank
180
Deutsche Bank
Germany
$169K – – –
SCI
181
Stableford Capital II
Arizona
$165K -$12.9K -1,000 -7%
SWP
182
Strategic Wealth Partners
Ohio
$163K -$29.2K -2,355 -15%
D.E. Shaw & Co
183
D.E. Shaw & Co
New York
$157K -$702K -56,605 -82%
T. Rowe Price Associates
184
T. Rowe Price Associates
Maryland
$149K – – –
NWA
185
New World Advisors
Massachusetts
$148K +$286 +23 +0.2%
MWM
186
Mission Wealth Management
California
$147K – – –
SIG
187
Sargent Investment Group
Maryland
$143K – – –
EAM
188
Evanson Asset Management
California
$141K -$266K -21,543 -65%
ECM
189
Evergreen Capital Management
Washington
$141K +$141K +11,379 New
RIG
190
Roosevelt Investment Group
New York
$133K – – –
KFA
191
Kelleher Financial Advisors
New York
$132K -$135K -10,994 -51%
US Bancorp
192
US Bancorp
Minnesota
$132K -$119K -9,620 -47%
CIBC Asset Management
193
CIBC Asset Management
Ontario, Canada
$130K – – –
PA
194
Pinnacle Associates
New York
$127K +$669 +54 +0.5%
BPCE
195
Bank Pictet & Cie (Europe)
Germany
$125K +$125K +10,118 New
OC
196
Oppenheimer & Co
New York
$125K – – –
FWM
197
Focused Wealth Management
New York
$123K +$2.78K +224 +2%
LFG
198
Larson Financial Group
Missouri
$119K +$119K +9,634 New
MA
199
Montag & Associates
Georgia
$105K – – –
PNC Financial Services Group
200
PNC Financial Services Group
Pennsylvania
$67K +$12.8K +1,023 +24%
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8
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