GBDC icon

Golub Capital BDC
GBDC

Overview Fund Activity

227 hedge funds and large institutions have $954M invested in Golub Capital BDC in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 88 increasing their positions, 79 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
-24
Holders Change %
-9.56%
% of All Funds
3.63%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
17
Increased
88
Reduced
79
Closed
34
Calls
$542K
Puts
$584K
Net Calls
-$42K
Net Calls Change
-$2.26M

Top Buyers

1
LSV Asset Management
LSV Asset Management
Illinois
$11.2M
2
BTCPP
Border to Coast Pensions Partnership
United Kingdom
$19.6M
3
SMA
Sage Mountain Advisors
Georgia
$24.1M
4
VanEck Associates
VanEck Associates
New York
$27.3M
5
CBA
Coastal Bridge Advisors
Connecticut
$8.14M

Top Sellers

1
SFBLI
Southern Farm Bureau Life Insurance
Mississippi
$10.3M
2
Millennium Management
Millennium Management
New York
$16.7M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
SO
STRS Ohio
Ohio
$156M
5
RCM
Rivernorth Capital Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAG
201
Armstrong Advisory Group
Massachusetts
$25.5K – – –
ASN
202
Advisory Services Network
Georgia
$24.9K +$583 +43 +2%
SWM
203
Spire Wealth Management
Virginia
$24.4K +$24.4K +1,796 New
PI
204
PEAK6 Investments
Illinois
$22.8K -$93.8K -6,914 -80%
CFD
205
Creative Financial Designs
Indiana
$13.9K +$13.9K +1,025 New
AF
206
Allworth Financial
California
$13.5K – – –
VNA
207
Valley National Advisers
Pennsylvania
$13K +$13K +1,000 New
NA
208
NewEdge Advisors
Louisiana
$11.1K +$271 +20 +3%
SPIA
209
Steward Partners Investment Advisory
New York
$9.49K -$6.37K -470 -40%
BCMLT
210
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.54K – – –
FHA
211
First Horizon Advisors
Tennessee
$6.78K – – –
IA
212
IFP Advisors
Florida
$6.34K -$34.8K -1,875 -85%
POIA
213
Pin Oak Investment Advisors
Texas
$6K – – –
N
214
Natixis
France
$5.89K +$135 +10 +2%
DAM
215
Delta Asset Management
Tennessee
$4.88K – – –
EWA
216
EverSource Wealth Advisors
Alabama
$4.81K – – –
HCP
217
Hexagon Capital Partners
Arkansas
$3.83K -$1.36K -100 -26%
RG
218
Retirement Group
California
$3K +$1.39K +104 +86%
PFG
219
Piershale Financial Group
Illinois
$2.71K +$2.71K +200 New
PTC
220
Private Trust Company
Ohio
$2.7K – – –
GEA
221
Glen Eagle Advisors
New Jersey
$2.03K +$54 +4 +3%
Simplex Trading
222
Simplex Trading
Illinois
$2K +$2K +187 New
CFB
223
Cullen/Frost Bankers
Texas
$1.55K – – –
Commonwealth Equity Services
224
Commonwealth Equity Services
Massachusetts
$1.36K +$200 +14,763 +17%
GI
225
Gradient Investments
Minnesota
$1.18K – – –
7 8
9
10 11