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Golub Capital BDC
GBDC

Overview Fund Activity

242 hedge funds and large institutions have $943M invested in Golub Capital BDC in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 89 increasing their positions, 63 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+15
Holders Change %
+6.61%
% of All Funds
3.82%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
33
Increased
89
Reduced
63
Closed
17
Calls
$314K
Puts
$677K
Net Calls
-$363K
Net Calls Change
-$321K

Top Buyers

1
AIM
Allen Investment Management
New York
+$5.35M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$5.28M
3
LSV Asset Management
LSV Asset Management
Illinois
+$5.21M
4
MFG
Merit Financial Group
Georgia
+$3.99M
5
SMA
Sage Mountain Advisors
Georgia
+$2.67M

Top Sellers

1
UCIG
Ulrich Consultants & Investment Group
New Mexico
-$10.7M
2
Natixis Advisors
Natixis Advisors
Massachusetts
-$7.81M
3
CG
Colony Group
Massachusetts
-$6.34M
4
CWM
Curi Wealth Management
North Carolina
-$4.66M
5
Cerity Partners
Cerity Partners
New York
-$4.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
176
Creative Planning
Kansas
$187K +$15.3K +1,130 +9%
Tudor Investment Corp
177
Tudor Investment Corp
Connecticut
$186K +$186K +13,749 New
Mercer Global Advisors
178
Mercer Global Advisors
Colorado
$185K -$184K -13,571 -50%
CG
179
CFO4Life Group
Texas
$177K -$69.9K -5,177 -28%
MAWAG
180
Mid-American Wealth Advisory Group
Missouri
$176K +$176K +13,044 New
MWM
181
Mission Wealth Management
California
$173K – – –
FM
182
Family Management
New York
$172K – – –
AWS
183
Atria Wealth Solutions
New York
$171K +$1.09K +81 +0.6%
AWS
184
AJ Wealth Strategies
New York
$171K +$4.05K +300 +2%
KAS
185
Kestra Advisory Services
Texas
$170K +$19.6K +1,450 +13%
JF
186
Jump Financial
Illinois
$168K -$84.9K -6,286 -34%
HF
187
HRT Financial
New York
$166K +$166K +12,355 New
BFA
188
Beaumont Financial Advisors
Massachusetts
$163K – – –
ACM
189
Aquatic Capital Management
Illinois
$162K +$162K +12,000 New
NWA
190
New World Advisors
Massachusetts
$162K +$324 +24 +0.2%
DTL
191
Dynamic Technology Lab
Singapore
$160K +$160K +11,860 New
GC
192
Grimes & Company
Massachusetts
$150K +$150K +11,096 New
EAM
193
Evanson Asset Management
California
$150K +$3.55K +263 +2%
QT
194
Quantbot Technologies
New York
$149K +$149K +11,024 New
IWC
195
Integrated Wealth Concepts
Massachusetts
$148K +$148K +10,997 New
OC
196
Oppenheimer & Co
New York
$142K +$142K +10,496 New
PA
197
Pinnacle Associates
New York
$141K +$769 +57 +0.5%
KFA
198
Kelleher Financial Advisors
New York
$137K +$137K +10,146 New
OR
199
Olympiad Research
Connecticut
$135K +$135K +10,030 New
LFG
200
Larson Financial Group
Missouri
$130K – – –
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