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Golub Capital BDC

248 hedge funds and large institutions have $1.01B invested in Golub Capital BDC in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 96 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+6
Holders Change %
+2.48%
% of All Funds
3.95%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
32
Increased
96
Reduced
67
Closed
23
Calls
$904K
Puts
$531K
Net Calls
+$373K
Net Calls Change
+$736K
Name Holding Trade Value Shares
Change
Shares
Change %
CAN
201
Cetera Advisor Networks
California
$168K +$168K +11,459 New
IWC
202
Integrated Wealth Concepts
Massachusetts
$164K +$2.85K +194 +2%
GC
203
Grimes & Company
Massachusetts
$163K
EAM
204
Evanson Asset Management
California
$163K
LNWWM
205
Laird Norton Wetherby Wealth Management
California
$157K +$157K +10,717 New
D.E. Shaw & Co
206
D.E. Shaw & Co
New York
$156K +$156K +10,600 New
Mercer Global Advisors
207
Mercer Global Advisors
Colorado
$155K -$45.5K -3,104 -23%
SOW
208
State of Wyoming
Wyoming
$150K +$58.4K +3,982 +64%
CWM
209
Cherrydale Wealth Management
New Jersey
$148K +$148K +10,122 New
LFG
210
Larson Financial Group
Missouri
$141K
FWM
211
Focused Wealth Management
New York
$138K +$3.29K +224 +2%
CA
212
Clearstead Advisors
Ohio
$90.1K +$45K +3,070 +100%
PNC Financial Services Group
213
PNC Financial Services Group
Pennsylvania
$63.4K
CFD
214
Creative Financial Designs
Indiana
$55.2K -$15.4K -1,050 -22%
HIM
215
Hillsdale Investment Management
Ontario, Canada
$51.6K +$51.6K +3,520 New
BCM
216
Basso Capital Management
Connecticut
$48.4K
ACM
217
Aquatic Capital Management
Illinois
$45K -$129K -8,900 -74%
TRCT
218
Tower Research Capital (TRC)
New York
$40.2K +$9.24K +630 +30%
AA
219
Ancora Advisors
Ohio
$31.2K
MA
220
Montag & Associates
Georgia
$29.3K
Nomura Asset Management
221
Nomura Asset Management
Japan
$28.7K -$22.3K -1,517 -44%
AAG
222
Armstrong Advisory Group
Massachusetts
$27.6K
SWM
223
Spire Wealth Management
Virginia
$26.3K
US Bancorp
224
US Bancorp
Minnesota
$23.2K -$111K -7,553 -83%
QCG
225
Quadrant Capital Group
Ohio
$21.6K