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Golub Capital BDC
GBDC

Overview Fund Activity

320 hedge funds and large institutions have $1.58B invested in Golub Capital BDC in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 124 increasing their positions, 78 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+39
Holders Change %
+13.88%
% of All Funds
4.26%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
67
Increased
124
Reduced
78
Closed
22
Calls
$1.41M
Puts
$2.23M
Net Calls
-$813K
Net Calls Change
-$3.4M

Top Buyers

1
MCM
MAI Capital Management
Ohio
$20.4M
2
Millennium Management
Millennium Management
New York
$28.9M
3
AIM
Allen Investment Management
New York
$56M
4
Bank of America
Bank of America
North Carolina
$33.6M
5
AI
Atria Investments
North Carolina
$14.9M

Top Sellers

1
OAC
OMERS Administration Corp
Ontario, Canada
$33.9M
2
HCC
Hirtle Callaghan & Co
Pennsylvania
$13.8M
3
Two Sigma Investments
Two Sigma Investments
New York
$11M
4
CIBC World Market
CIBC World Market
Ontario, Canada
$6.58M
5
Corient Private Wealth
Corient Private Wealth
Florida
$73.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSEP
176
Golden State Equity Partners
California
$541K +$541K +35,712 New
GC
177
Guggenheim Capital
Illinois
$531K +$32.4K +2,136 +6%
NHC
178
Nicholas Hoffman & Company
Georgia
$523K -$61K -4,026 -10%
TCOV
179
Trust Company of Vermont
Vermont
$521K – – –
RFN
180
RDA Financial Network
Iowa
$520K +$44.6K +2,944 +9%
SAM
181
Silvercrest Asset Management
New York
$515K -$683K -45,060 -57%
DM
182
Delphi Management
Massachusetts
$514K +$66.3K +4,373 +15%
VF
183
Virtu Financial
New York
$510K +$510K +33,668 New
KA
184
Klingman & Associates
New York
$508K -$440K -29,000 -46%
QCG
185
Quadrant Capital Group
Ohio
$503K +$485K +32,000 +2,678%
BCI
186
Brinker Capital Investments
Pennsylvania
$495K +$495K +32,661 New
OPS
187
Orion Portfolio Solutions
Nebraska
$495K +$495K +32,661 New
PAG
188
Private Advisor Group
New Jersey
$495K +$111K +7,291 +29%
AWM
189
Accurate Wealth Management
Florida
$491K +$491K +32,980 New
HP
190
Haven Private
Florida
$490K +$490K +32,313 New
GC
191
Grimes & Company
Massachusetts
$487K +$119K +7,823 +32%
Truist Financial
192
Truist Financial
North Carolina
$482K +$305K +20,101 +172%
PA
193
Pinnacle Associates
New York
$479K +$479K +31,620 New
PM
194
Penbrook Management
New York
$434K +$434K +28,630 New
Credit Agricole
195
Credit Agricole
France
$432K +$23.8K +1,567 +6%
MWAM
196
Manhattan West Asset Management
California
$431K – – –
PCA
197
Pallas Capital Advisors
Massachusetts
$427K +$427K +28,179 New
SF
198
Summit Financial
New Jersey
$423K +$423K +27,913 New
MCM
199
Manchester Capital Management
Vermont
$406K – – –
Focus Partners Wealth
200
Focus Partners Wealth
Massachusetts
$405K +$405K +26,697 New
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