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Golub Capital BDC
GBDC

Overview Fund Activity

102 hedge funds and large institutions have $345M invested in Golub Capital BDC in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 30 reducing their positions, and 21 closing their positions.

Holders
102
Holders Change
-12
Holders Change %
-10.53%
% of All Funds
2.96%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
40
Reduced
30
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$28.3M
2
ALA
2
Atherton Lane Advisers
California
$63.6M
3
AIU
3
Algebris Investments (UK)
United Kingdom
$1.37M
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$6.69M
5
NRS
5
Neville Rodie & Shaw
New York
$8.83M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$189K
2
U
2
UBS
Switzerland
$23M
3
CIM
3
Confluence Investment Management
Missouri
$14.4M
4
PP
4
Paloma Partners
Connecticut
$0
5
Northern Trust
5
Northern Trust
Illinois
$2.86M
Name Market Value Shares Shares
Change 		Shares
Change %
ALA
1
Atherton Lane Advisers
California
$63.6M 3,989,284 +90,313 +2%
ClearBridge Investments
2
ClearBridge Investments
New York
$28.3M 1,775,650 +267,700 +18%
U
3
UBS
Switzerland
$23M 1,445,064 -221,839 -13%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$20.4M 1,281,450 -3,100 -0.2%
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$15.6M 975,269 -7,031 -0.7%
CIM
6
Confluence Investment Management
Missouri
$14.4M 901,469 -190,028 -17%
Wells Fargo
7
Wells Fargo
California
$13.1M 820,482 -2,968 -0.4%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$12.8M 805,022 -36,823 -4%
Goldman Sachs
9
Goldman Sachs
New York
$12.7M 794,533 -13,352 -2%
CCMLC
10
Cardinal Capital Management LLC (Connecticut)
Connecticut
$11.2M 700,272 +7,779 +1%
AAMU
11
Amundi Asset Management US
Massachusetts
$9.19M 576,285 -15,927 -3%
ACM
12
Advisors Capital Management
New Jersey
$9.19M 576,105 +5,185 +0.9%
NRS
13
Neville Rodie & Shaw
New York
$8.83M 553,844 +65,175 +13%
JPMPWA
14
J.P. Morgan Private Wealth Advisors
California
$6.69M 419,324 +75,909 +22%
HC
15
Highmount Capital
New York
$5.99M 375,407 +16,897 +5%
Invesco
16
Invesco
Georgia
$5.79M 363,148 +11,786 +3%
AAM
17
Advisors Asset Management
Colorado
$5.47M 342,975 -33,146 -9%
CS
18
Credit Suisse
Switzerland
$5.36M 336,332 -87,615 -21%
YMRC
19
Yorktown Management & Research Company
Virginia
$5.34M 335,000 +10,000 +3%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$4.79M 300,000 – –
TYCC
21
Texas Yale Capital Corp
Florida
$4.12M 258,220 +46,871 +22%
BG
22
BlackRock Group
United Kingdom
$3.72M 233,298 +10,784 +5%
NEAM
23
New England Asset Management
Connecticut
$3.71M 232,876 – –
AllianceBernstein
24
AllianceBernstein
Tennessee
$3.71M 232,716 -45,042 -16%
GC
25
Guggenheim Capital
Illinois
$3.16M 197,925 +61,379 +45%
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