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Golub Capital BDC
GBDC

Overview Fund Activity

225 hedge funds and large institutions have $1.17B invested in Golub Capital BDC in 2021 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 83 increasing their positions, 60 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
+22
Holders Change %
+10.84%
% of All Funds
3.47%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
48
Increased
83
Reduced
60
Closed
23
Calls
$708K
Puts
$413K
Net Calls
+$295K
Net Calls Change
+$1.13M

Top Buyers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$31.4M
2
Millennium Management
Millennium Management
New York
+$19.9M
3
HCC
Hirtle Callaghan & Co
Pennsylvania
+$6.73M
4
Principal Financial Group
Principal Financial Group
Iowa
+$5.43M
5
AM
Ares Management
California
+$4.74M

Top Sellers

1
SO
STRS Ohio
Ohio
-$23.5M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$23.4M
3
Jane Street
Jane Street
New York
-$16.7M
4
RFA
Radnor Financial Advisors
Pennsylvania
-$5.57M
5
RC
RegentAtlantic Capital
New Jersey
-$4.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
201
Aquatic Capital Management
Illinois
$31K +$31K +2,000 New
TCWM
202
Total Clarity Wealth Management
Illinois
$28K +$28K +1,785 New
SWM
203
Spire Wealth Management
Virginia
$28K +$28K +1,796 New
1IA
204
1834 Investment Advisors
Wisconsin
$26K +$329 +21 +1%
Koshinski Asset Management
205
Koshinski Asset Management
Illinois
$25.4K +$479 +31 +2%
Lazard Asset Management
206
Lazard Asset Management
New York
$25K +$505 +34 +2%
CWC
207
Carolinas Wealth Consulting
North Carolina
$20K +$20K +1,282 New
GEA
208
Glen Eagle Advisors
New Jersey
$19.3K +$4.63K +300 +31%
HNB
209
Huntington National Bank
Ohio
$17K +$17K +1,122 New
CAL
210
Capital Analysts LLC
Pennsylvania
$16K +$205 +13 +1%
SIC
211
Salem Investment Counselors
North Carolina
$15K +$15K +1,003 New
ICM
212
Islay Capital Management
Texas
$13K +$13K +820 New
EWM
213
Endurance Wealth Management
Rhode Island
$12K – – –
SCA
214
Snowden Capital Advisors
New York
$12K +$12K +796 New
SPIA
215
Steward Partners Investment Advisory
New York
$11K – – –
FHA
216
First Horizon Advisors
Tennessee
$8K – – –
POIA
217
Pin Oak Investment Advisors
Texas
$7K +$7K +460 New
TAM
218
Tucker Asset Management
Colorado
$5.48K – – –
PCH
219
Polar Capital Holdings
United Kingdom
$4.44K +$3.09K +200,000 +228%
QCG
220
Quadrant Capital Group
Ohio
$4K – – –
SAM
221
Strategic Asset Management
Minnesota
$3K – – –
CFB
222
Cullen/Frost Bankers
Texas
$2K – – –
MRCM
223
M&R Capital Management
New Jersey
$2K – – –
Arrowstreet Capital
224
Arrowstreet Capital
Massachusetts
– -$23.4M -1,480,264 Closed
Susquehanna International Group
225
Susquehanna International Group
Pennsylvania
– -$1.05M -66,502 Closed
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