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Golub Capital BDC
GBDC

Overview Fund Activity

259 hedge funds and large institutions have $1.06B invested in Golub Capital BDC in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 96 increasing their positions, 78 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+11
Holders Change %
+4.44%
% of All Funds
3.8%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
40
Increased
96
Reduced
78
Closed
25
Calls
$1.29M
Puts
$352K
Net Calls
+$942K
Net Calls Change
+$569K

Top Buyers

1
Cerity Partners
Cerity Partners
New York
$26.3M
2
Morgan Stanley
Morgan Stanley
New York
$40.7M
3
Bank of America
Bank of America
North Carolina
$14.6M
4
Citigroup
Citigroup
New York
$5M
5
AIM
Allen Investment Management
New York
$24.5M

Top Sellers

1
SO
STRS Ohio
Ohio
$140M
2
Millennium Management
Millennium Management
New York
$18.1M
3
NCM
Next Capital Management
New York
$9.35M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
$0
5
LC
Lindbrook Capital
California
$70.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CANY
176
Caxton Associates (New York)
New York
$272K +$272K +18,000 New
NWA
177
New World Advisors
Massachusetts
$271K – – –
CCIA
178
Campbell & Co Investment Adviser
Maryland
$260K +$71.7K +4,745 +38%
SWP
179
Strategic Wealth Partners
Ohio
$256K -$5.1K -338 -2%
BHPW
180
Beverly Hills Private Wealth
California
$255K +$3.62K +240 +1%
CIC
181
Chilton Investment Company
Connecticut
$244K +$244K +16,166 New
AIM
182
Aigen Investment Management
New York
$240K +$240K +15,869 New
FRM
183
Fox Run Management
Connecticut
$237K -$101K -6,657 -30%
Creative Planning
184
Creative Planning
Kansas
$235K +$25.6K +1,695 +12%
WANY
185
Wealthspire Advisors (New York)
New York
$234K – – –
QC
186
Quent Capital
New York
$231K – – –
SOW
187
State of Wyoming
Wyoming
$230K +$76K +5,036 +49%
CWP
188
Core Wealth Partners
California
$227K – – –
EW
189
Evoke Wealth
California
$225K -$635K -42,042 -74%
PVI
190
Pine Valley Investments
New Jersey
$223K -$7.35K -487 -3%
RBC
191
Romano Brothers & Co
Illinois
$215K – – –
PNC Financial Services Group
192
PNC Financial Services Group
Pennsylvania
$211K +$146K +9,676 +224%
DM
193
Deerfield Management
New York
$211K +$211K +13,955 New
NW
194
Naviter Wealth
Arkansas
$205K – – –
KAS
195
Kestra Advisory Services
Texas
$205K +$11.3K +747 +6%
MWM
196
Mission Wealth Management
California
$194K – – –
Squarepoint
197
Squarepoint
New York
$190K +$190K +12,575 New
BFA
198
Beaumont Financial Advisors
Massachusetts
$189K +$3.62K +240 +2%
OC
199
Oppenheimer & Co
New York
$189K +$189K +12,491 New
WA
200
Wambolt & Associates
Colorado
$188K -$29.2K -1,936 -13%
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8
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