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Golub Capital BDC
GBDC

Overview Fund Activity

115 hedge funds and large institutions have $405M invested in Golub Capital BDC in 2014 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 31 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+13
Holders Change %
+12.75%
% of All Funds
3.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
31
Reduced
38
Closed
10
Calls
$405K
Puts
$84K
Net Calls
+$321K
Net Calls Change
+$321K

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
+$6.9M
2
FIM
Frontier Investment Management
Texas
+$4.67M
3
JC
JBF Capital
Colorado
+$3.15M
4
Wells Fargo
Wells Fargo
California
+$2.39M
5
CCP
Clough Capital Partners
Massachusetts
+$2.26M

Top Sellers

1
CIM
Confluence Investment Management
Missouri
-$3.98M
2
AAMU
Amundi Asset Management US
Massachusetts
-$3.76M
3
AAM
Advisors Asset Management
Colorado
-$3.48M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$2.21M
5
SMDAM
Sumitomo Mitsui DS Asset Management
Japan
-$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
ALA
1
Atherton Lane Advisers
California
$71.9M +$402K +22,870 +0.6%
ClearBridge Investments
2
ClearBridge Investments
New York
$38.7M +$6.9M +393,085 +22%
UBS Group
3
UBS Group
Switzerland
$28.1M +$28.1M +1,597,394 New
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$22.4M -$561K -31,957 -2%
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$17.3M -$139K -7,915 -0.8%
Wells Fargo
6
Wells Fargo
California
$17.1M +$2.39M +136,350 +16%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$13.9M -$535K -30,441 -4%
Goldman Sachs
8
Goldman Sachs
New York
$13.6M -$689K -39,209 -5%
CIM
9
Confluence Investment Management
Missouri
$12.2M -$3.98M -226,870 -25%
CCMLC
10
Cardinal Capital Management LLC (Connecticut)
Connecticut
$12.2M -$393K -22,404 -3%
ACM
11
Advisors Capital Management
New Jersey
$10.5M +$175K +9,971 +2%
NRS
12
Neville Rodie & Shaw
New York
$10M +$74.3K +4,231 +0.7%
MC
13
Muzinich & Co
New York
$7.4M +$7.4M +421,301 New
Invesco
14
Invesco
Georgia
$7.07M +$559K +31,848 +9%
HC
15
Highmount Capital
New York
$6.79M +$58.7K +3,345 +0.9%
AAMU
16
Amundi Asset Management US
Massachusetts
$6.58M -$3.76M -213,870 -36%
YMRC
17
Yorktown Management & Research Company
Virginia
$6.01M – – –
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$5.38M – – –
JPMPWA
19
J.P. Morgan Private Wealth Advisors
California
$5.31M -$2.21M -126,007 -29%
CS
20
Credit Suisse
Switzerland
$5.23M -$798K -45,456 -13%
FIM
21
Frontier Investment Management
Texas
$4.67M +$4.67M +265,696 New
TYCC
22
Texas Yale Capital Corp
Florida
$4.48M -$152K -8,641 -3%
NEAM
23
New England Asset Management
Connecticut
$4.18M – – –
GC
24
Guggenheim Capital
Illinois
$3.72M +$173K +9,873 +5%
BG
25
BlackRock Group
United Kingdom
$3.65M -$533K -30,372 -13%
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