GBDC icon

Golub Capital BDC

251 hedge funds and large institutions have $1.09B invested in Golub Capital BDC in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 112 increasing their positions, 60 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
-8
Holders Change %
-3.09%
% of All Funds
3.64%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
31
Increased
112
Reduced
60
Closed
35
Calls
$1.01M
Puts
$545K
Net Calls
+$462K
Net Calls Change
-$480K
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
176
Cambridge Investment Research Advisors
Iowa
$284K -$95.1K -5,721 -25%
Comerica Bank
177
Comerica Bank
Texas
$282K -$20.9K -1,255 -7%
Creative Planning
178
Creative Planning
Kansas
$280K +$21.5K +1,294 +8%
MWM
179
Modera Wealth Management
New Jersey
$275K +$275K +16,563 New
CSPIA
180
Cary Street Partners Investment Advisory
Virginia
$266K +$99.8K +6,000 +60%
VF
181
Virtu Financial
New York
$257K +$257K +15,425 New
QC
182
Quent Capital
New York
$255K
CWP
183
Core Wealth Partners
California
$250K
PVI
184
Pine Valley Investments
New Jersey
$246K
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$236K +$3.33K +200 +1%
KAS
186
Kestra Advisory Services
Texas
$235K +$9.23K +555 +4%
RBC
187
Romano Brothers & Co
Illinois
$231K -$5.82K -350 -2%
PWS
188
Precision Wealth Strategies
Missouri
$224K +$224K +13,449 New
MWM
189
Mission Wealth Management
California
$220K +$5.82K +350 +3%
AWS
190
Atria Wealth Solutions
New York
$220K +$26.2K +1,546 +14%
MWM
191
Mattern Wealth Management
Kansas
$216K +$49.9K +3,000 +30%
Wealthfront Advisers
192
Wealthfront Advisers
California
$216K +$216K +12,967 New
ET
193
Entropy Technologies
New York
$213K +$213K +12,783 New
BFA
194
Beaumont Financial Advisors
Massachusetts
$212K +$4.01K +241 +2%
MA
195
MAS Advisors
Florida
$209K +$209K +12,587 New
NB
196
NBT Bank
New York
$205K
Mercer Global Advisors
197
Mercer Global Advisors
Colorado
$202K +$29.1K +1,748 +17%
GC
198
Grimes & Company
Massachusetts
$195K +$5.57K +335 +3%
US Bancorp
199
US Bancorp
Minnesota
$193K +$155K +9,319 +406%
FIA
200
Foundations Investment Advisors
Arizona
$193K +$193K +11,593 New