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Golub Capital BDC
GBDC

Overview Fund Activity

248 hedge funds and large institutions have $1.01B invested in Golub Capital BDC in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 96 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+6
Holders Change %
+2.48%
% of All Funds
3.95%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
32
Increased
96
Reduced
67
Closed
23
Calls
$904K
Puts
$531K
Net Calls
+$373K
Net Calls Change
+$736K

Top Buyers

1
AIM
Allen Investment Management
New York
$20.1M
2
Goldman Sachs
Goldman Sachs
New York
$5.73M
3
Millennium Management
Millennium Management
New York
$22.7M
4
PFO
Pathstone Family Office
New Jersey
$3.67M
5
Two Sigma Investments
Two Sigma Investments
New York
$10.5M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$521K
2
SFBLI
Southern Farm Bureau Life Insurance
Mississippi
$0
3
SO
STRS Ohio
Ohio
$164M
4
OAC
OMERS Administration Corp
Ontario, Canada
$48.9M
5
BlackRock
BlackRock
New York
$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
176
Axxcess Wealth Management
California
$232K -$2.33M -159,169 -91%
WANY
177
Wealthspire Advisors (New York)
New York
$228K +$228K +15,520 New
SFS
178
Sowell Financial Services
Arkansas
$227K +$15 +1 +0%
IIA
179
IPG Investment Advisors
California
$226K – – –
QC
180
Quent Capital
New York
$225K – – –
PVI
181
Pine Valley Investments
New Jersey
$224K -$17.7K -1,209 -7%
CWP
182
Core Wealth Partners
California
$221K – – –
Jane Street
183
Jane Street
New York
$219K +$219K +14,909 New
HF
184
HRT Financial
New York
$218K +$37.1K +2,530 +20%
QC
185
Quadrature Capital
United Kingdom
$216K +$216K +14,716 New
ACM
186
Ayrshire Capital Management
Connecticut
$215K -$13K -884 -6%
RBC
187
Romano Brothers & Co
Illinois
$209K – – –
WA
188
Wambolt & Associates
Colorado
$206K -$13.3K -933 -6%
Creative Planning
189
Creative Planning
Kansas
$203K -$132 -9 -0.1%
NW
190
Naviter Wealth
Arkansas
$199K -$22K -1,500 -10%
CG
191
CFO4Life Group
Texas
$193K -$279 -19 -0.1%
MWM
192
Mission Wealth Management
California
$189K +$734 +50 +0.4%
KAS
193
Kestra Advisory Services
Texas
$188K +$3.21K +219 +2%
JF
194
Jump Financial
Illinois
$186K +$4.2K +286 +2%
AWS
195
Atria Wealth Solutions
New York
$186K – – –
CCIA
196
Campbell & Co Investment Adviser
Maryland
$183K +$183K +12,495 New
NB
197
NBT Bank
New York
$180K +$180K +12,300 New
BFA
198
Beaumont Financial Advisors
Massachusetts
$180K +$3.13K +213 +2%
Susquehanna International Group
199
Susquehanna International Group
Pennsylvania
$174K +$174K +11,893 New
KFA
200
Kelleher Financial Advisors
New York
$173K +$24.1K +1,640 +16%
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