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Golub Capital BDC
GBDC

Overview Fund Activity

227 hedge funds and large institutions have $954M invested in Golub Capital BDC in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 88 increasing their positions, 79 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
-24
Holders Change %
-9.56%
% of All Funds
3.63%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
17
Increased
88
Reduced
79
Closed
34
Calls
$542K
Puts
$584K
Net Calls
-$42K
Net Calls Change
-$2.26M

Top Buyers

1
LSV Asset Management
LSV Asset Management
Illinois
$11.2M
2
BTCPP
Border to Coast Pensions Partnership
United Kingdom
$19.6M
3
SMA
Sage Mountain Advisors
Georgia
$24.1M
4
VanEck Associates
VanEck Associates
New York
$27.3M
5
CBA
Coastal Bridge Advisors
Connecticut
$8.14M

Top Sellers

1
SFBLI
Southern Farm Bureau Life Insurance
Mississippi
$10.3M
2
Millennium Management
Millennium Management
New York
$16.7M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
SO
STRS Ohio
Ohio
$156M
5
RCM
Rivernorth Capital Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RBC
176
Romano Brothers & Co
Illinois
$193K – – –
Jane Street
177
Jane Street
New York
$191K -$180K -13,273 -49%
MWM
178
Mission Wealth Management
California
$174K +$3.39K +250 +2%
FM
179
Family Management
New York
$173K +$24.6K +1,811 +17%
Creative Planning
180
Creative Planning
Kansas
$173K +$22.3K +1,643 +15%
AWS
181
Atria Wealth Solutions
New York
$171K -$23.8K -1,754 -12%
AWS
182
AJ Wealth Strategies
New York
$167K +$4.03K +297 +2%
BFA
183
Beaumont Financial Advisors
Massachusetts
$164K +$164K +12,075 New
NWA
184
New World Advisors
Massachusetts
$162K +$339 +25 +0.2%
EMFAT
185
Emerald Mutual Fund Advisers Trust
Pennsylvania
$155K +$155K +11,447 New
KAS
186
Kestra Advisory Services
Texas
$151K -$39.5K -2,910 -21%
EAM
187
Evanson Asset Management
California
$147K +$3.54K +261 +2%
NRD
188
Nebula Research & Development
New York
$144K +$144K +10,651 New
LNWWM
189
Laird Norton Wetherby Wealth Management
California
$143K +$6.7K +494 +5%
PA
190
Pinnacle Associates
New York
$141K +$827 +61 +0.6%
LFG
191
Larson Financial Group
Missouri
$131K – – –
FWM
192
Focused Wealth Management
New York
$122K +$3.42K +252 +3%
US Bancorp
193
US Bancorp
Minnesota
$113K +$1.98K +146 +2%
BNP Paribas Financial Markets
194
BNP Paribas Financial Markets
France
$102K +$102K +7,548 New
PNC Financial Services Group
195
PNC Financial Services Group
Pennsylvania
$58.6K – – –
QCG
196
Quadrant Capital Group
Ohio
$46.8K +$42.8K +3,153 +1,055%
HS
197
Horan Securities
United States
$36.2K – – –
Nomura Asset Management
198
Nomura Asset Management
Japan
$33K -$6.22K -459 -16%
Carson Wealth (CWM LLC)
199
Carson Wealth (CWM LLC)
Nebraska
$28K +$28K +2,050 New
MA
200
Montag & Associates
Georgia
$27.1K – – –
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8
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