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Golub Capital BDC
GBDC

Overview Fund Activity

251 hedge funds and large institutions have $1.09B invested in Golub Capital BDC in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 112 increasing their positions, 60 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
-8
Holders Change %
-3.09%
% of All Funds
3.64%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
31
Increased
112
Reduced
60
Closed
35
Calls
$1.01M
Puts
$545K
Net Calls
+$462K
Net Calls Change
-$480K

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$12.1M
2
AIM
Allen Investment Management
New York
+$7.97M
3
VanEck Associates
VanEck Associates
New York
+$6.64M
4
NFC
Northeast Financial Consultants
Connecticut
+$6.11M
5
GFL
Granite FO LLC
New Hampshire
+$5.98M

Top Sellers

1
SO
STRS Ohio
Ohio
-$52.4M
2
Millennium Management
Millennium Management
New York
-$18.9M
3
LC
Lindbrook Capital
California
-$16.8M
4
HCC
Hirtle Callaghan & Co
Pennsylvania
-$13M
5
Morgan Stanley
Morgan Stanley
New York
-$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
201
Oppenheimer & Co
New York
$192K -$15.3K -920 -7%
SSA
202
Schonfeld Strategic Advisors
New York
$191K -$728K -43,800 -79%
SWP
203
Strategic Wealth Partners
Ohio
$191K -$91.5K -5,503 -32%
CG
204
CFO4Life Group
Texas
$182K +$3.59K +216 +2%
CWM
205
Cherrydale Wealth Management
New Jersey
$178K +$5.07K +305 +3%
FAFN
206
First Affirmative Financial Network
Colorado
$173K +$173K +10,420 New
PWM
207
Perigon Wealth Management
California
$173K +$1.66K +100 +1%
LA
208
Latitude Advisors
Florida
$171K +$4.17K +251 +2%
AWM
209
Axxcess Wealth Management
California
$166K – – –
SPIA
210
Steward Partners Investment Advisory
New York
$164K +$152K +9,144 +1,306%
A
211
AlphaQuest
New York
$162K -$971K -58,414 -86%
LFG
212
Larson Financial Group
Missouri
$160K – – –
Lazard Asset Management
213
Lazard Asset Management
New York
$133K -$2.75K -166 -2%
Qube Research & Technologies (QRT)
214
Qube Research & Technologies (QRT)
United Kingdom
$119K -$2.7M -162,060 -96%
BNP Paribas Financial Markets
215
BNP Paribas Financial Markets
France
$115K +$32.3K +1,940 +39%
NC
216
nVerses Capital
Florida
$105K +$105K +6,300 New
SOW
217
State of Wyoming
Wyoming
$87.9K -$166K -9,975 -65%
CFD
218
Creative Financial Designs
Indiana
$62.5K – – –
BCM
219
Basso Capital Management
Connecticut
$54.9K – – –
CA
220
Clearstead Advisors
Ohio
$51.1K – – –
UFF
221
USA Financial Formulas
Michigan
$49.2K +$49.2K +2,959 New
HIM
222
Hillsdale Investment Management
Ontario, Canada
$43.9K -$14.6K -880 -25%
FFWM
223
Future Financial Wealth Management
Ohio
$38.2K +$38.2K +2,300 New
PTC
224
Private Trust Company
Ohio
$36.6K – – –
AF
225
Advisornet Financial
Minnesota
$35.6K +$19K +1,140 +114%
7 8
9
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