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Golub Capital BDC
GBDC

Overview Fund Activity

110 hedge funds and large institutions have $392M invested in Golub Capital BDC in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
Holders Change
-5
Holders Change %
-4.35%
% of All Funds
2.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
11
Increased
33
Reduced
47
Closed
16
Calls
$140K
Puts
$570K
Net Calls
-$430K
Net Calls Change
-$751K

Top Buyers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$5.55M
2
Morgan Stanley
Morgan Stanley
New York
+$3.06M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$2.81M
4
YMRC
Yorktown Management & Research Company
Virginia
+$2.21M
5
FIM
Frontier Investment Management
Texas
+$1.05M

Top Sellers

1
AAMU
Amundi Asset Management US
Massachusetts
-$6.58M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$3.25M
3
JC
JBF Capital
Colorado
-$1.75M
4
UBS Group
UBS Group
Switzerland
-$1.6M
5
NRS
Neville Rodie & Shaw
New York
-$1.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
ALA
1
Atherton Lane Advisers
California
$69.8M -$611K -35,530 -0.9%
ClearBridge Investments
2
ClearBridge Investments
New York
$38.9M +$955K +55,542 +3%
UBS Group
3
UBS Group
Switzerland
$25.9M -$1.6M -93,131 -6%
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$22.8M +$5.55M +318,500 +32%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$20.8M -$1.14M -66,212 -5%
Wells Fargo
6
Wells Fargo
California
$17.2M +$417K +24,242 +2%
Goldman Sachs
7
Goldman Sachs
New York
$13M -$229K -13,322 -2%
CCMLC
8
Cardinal Capital Management LLC (Connecticut)
Connecticut
$12M +$47.3K +2,749 +0.4%
CIM
9
Confluence Investment Management
Missouri
$11.9M +$12.5K +725 +0.1%
ACM
10
Advisors Capital Management
New Jersey
$10.4M +$123K +7,149 +1%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$10.4M -$3.25M -189,123 -24%
NRS
12
Neville Rodie & Shaw
New York
$8.5M -$1.29M -75,020 -13%
YMRC
13
Yorktown Management & Research Company
Virginia
$8.09M +$2.21M +128,646 +38%
MC
14
Muzinich & Co
New York
$7.64M +$403K +23,429 +6%
HC
15
Highmount Capital
New York
$6.59M -$52.7K -3,065 -0.8%
Invesco
16
Invesco
Georgia
$6.2M -$719K -41,852 -10%
FIM
17
Frontier Investment Management
Texas
$5.62M +$1.05M +61,168 +23%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$5.27M – – –
Morgan Stanley
19
Morgan Stanley
New York
$5.05M +$3.06M +178,004 +154%
CS
20
Credit Suisse
Switzerland
$5M -$123K -7,140 -2%
JPMPWA
21
J.P. Morgan Private Wealth Advisors
California
$4.83M -$361K -21,022 -7%
BG
22
BlackRock Group
United Kingdom
$4.36M +$789K +45,904 +22%
TYCC
23
Texas Yale Capital Corp
Florida
$4.31M -$72.5K -4,216 -2%
NEAM
24
New England Asset Management
Connecticut
$4.09M – – –
GC
25
Guggenheim Capital
Illinois
$3.39M -$256K -14,875 -7%
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