GBDC icon

Golub Capital BDC
GBDC

Overview Fund Activity

259 hedge funds and large institutions have $1.06B invested in Golub Capital BDC in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 96 increasing their positions, 78 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+11
Holders Change %
+4.44%
% of All Funds
3.8%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
40
Increased
96
Reduced
78
Closed
25
Calls
$1.29M
Puts
$352K
Net Calls
+$942K
Net Calls Change
+$569K

Top Buyers

1
Cerity Partners
Cerity Partners
New York
$26.3M
2
Morgan Stanley
Morgan Stanley
New York
$40.7M
3
Bank of America
Bank of America
North Carolina
$14.6M
4
Citigroup
Citigroup
New York
$5M
5
AIM
Allen Investment Management
New York
$24.5M

Top Sellers

1
SO
STRS Ohio
Ohio
$140M
2
Millennium Management
Millennium Management
New York
$18.1M
3
NCM
Next Capital Management
New York
$9.35M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
$0
5
LC
Lindbrook Capital
California
$70.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NB
201
NBT Bank
New York
$186K – – –
CC
202
Cipher Capital
New York
$179K +$179K +11,879 New
GC
203
Grimes & Company
Massachusetts
$172K +$4.91K +325 +3%
AWS
204
Atria Wealth Solutions
New York
$172K -$19.7K -1,302 -10%
EAM
205
Evanson Asset Management
California
$172K +$4.27K +283 +3%
MLIC
206
Mandatum Life Insurance Company
Finland
$170K +$170K +11,276 New
CG
207
CFO4Life Group
Texas
$162K -$36.1K -2,388 -18%
CWM
208
Cherrydale Wealth Management
New Jersey
$157K +$4.58K +303 +3%
Mercer Global Advisors
209
Mercer Global Advisors
Colorado
$157K -$2.7K -179 -2%
PWM
210
Perigon Wealth Management
California
$156K +$156K +10,307 New
LA
211
Latitude Advisors
Florida
$152K +$152K +10,056 New
AWM
212
Axxcess Wealth Management
California
$151K -$87.8K -5,816 -37%
MWM
213
Mattern Wealth Management
Kansas
$151K +$151K +10,000 New
CSPIA
214
Cary Street Partners Investment Advisory
Virginia
$151K +$151K +10,000 New
LFG
215
Larson Financial Group
Missouri
$145K – – –
FWM
216
Focused Wealth Management
New York
$142K – – –
Lazard Asset Management
217
Lazard Asset Management
New York
$123K +$123K +8,199 New
EC
218
EntryPoint Capital
New York
$84.4K +$84.4K +5,589 New
BNP Paribas Financial Markets
219
BNP Paribas Financial Markets
France
$74.9K -$387K -25,600 -84%
Northwestern Mutual Wealth Management
220
Northwestern Mutual Wealth Management
Wisconsin
$60.9K +$60.9K +4,030 New
CFD
221
Creative Financial Designs
Indiana
$56.8K – – –
HIM
222
Hillsdale Investment Management
Ontario, Canada
$53.2K – – –
Nomura Asset Management
223
Nomura Asset Management
Japan
$52.3K +$22.8K +1,508 +77%
BCM
224
Basso Capital Management
Connecticut
$49.8K – – –
CA
225
Clearstead Advisors
Ohio
$46.4K -$46.4K -3,070 -50%
7 8
9
10 11