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Golub Capital BDC
GBDC

Overview Fund Activity

320 hedge funds and large institutions have $1.58B invested in Golub Capital BDC in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 124 increasing their positions, 78 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+39
Holders Change %
+13.88%
% of All Funds
4.26%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
67
Increased
124
Reduced
78
Closed
22
Calls
$1.41M
Puts
$2.23M
Net Calls
-$813K
Net Calls Change
-$3.4M

Top Buyers

1
MCM
MAI Capital Management
Ohio
$20.4M
2
Millennium Management
Millennium Management
New York
$28.9M
3
AIM
Allen Investment Management
New York
$56M
4
Bank of America
Bank of America
North Carolina
$33.6M
5
AI
Atria Investments
North Carolina
$14.9M

Top Sellers

1
OAC
OMERS Administration Corp
Ontario, Canada
$33.9M
2
HCC
Hirtle Callaghan & Co
Pennsylvania
$13.8M
3
Two Sigma Investments
Two Sigma Investments
New York
$11M
4
CIBC World Market
CIBC World Market
Ontario, Canada
$6.58M
5
Corient Private Wealth
Corient Private Wealth
Florida
$73.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
201
Susquehanna International Group
Pennsylvania
$405K +$405K +26,683 New
MML Investors Services
202
MML Investors Services
Massachusetts
$403K +$23.2K +1,532 +6%
William Blair & Company
203
William Blair & Company
Illinois
$397K -$12.7K -838 -3%
ET
204
Entropy Technologies
New York
$382K +$382K +25,193 New
KWA
205
Kingswood Wealth Advisors
California
$375K +$375K +24,733 New
FIM
206
Freedom Investment Management
Connecticut
$375K -$4.73K -312 -1%
NA
207
Navellier & Associates
Nevada
$370K +$87.3K +5,760 +31%
BEI
208
Benjamin Edwards Inc
Missouri
$368K +$368K +24,261 New
5W
209
5T Wealth
California
$365K +$365K +24,067 New
EFS
210
Essex Financial Services
Connecticut
$356K – – –
PWMAG
211
Pinnacle Wealth Management Advisory Group
New Jersey
$353K +$353K +23,287 New
ECM
212
Evergreen Capital Management
Washington
$351K +$43.2K +2,850 +14%
KFA
213
Kelleher Financial Advisors
New York
$349K +$198K +13,048 +130%
PC
214
Port Capital
Illinois
$334K – – –
CCB
215
Country Club Bank
Missouri
$334K +$334K +22,083 New
EGA
216
Eagle Global Advisors
Texas
$328K – – –
BHPW
217
Beverly Hills Private Wealth
California
$325K – – –
M&T Bank
218
M&T Bank
New York
$324K – – –
DAS
219
Dynamic Advisor Solutions
Arizona
$320K +$34.5K +2,275 +12%
AWS
220
Atria Wealth Solutions
New York
$320K -$32.1K -2,119 -9%
MWM
221
Modera Wealth Management
New Jersey
$316K +$2.7K +178 +0.9%
JIC
222
Joel Isaacson & Co
New York
$315K +$315K +20,777 New
CSP
223
Cary Street Partners
Virginia
$312K +$312K +20,548 New
FRM
224
Fox Run Management
Connecticut
$301K +$301K +19,836 New
NG
225
Northstar Group
New York
$300K – – –
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9
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