GBDC icon

Golub Capital BDC
GBDC

Overview Fund Activity

114 hedge funds and large institutions have $369M invested in Golub Capital BDC in 2015 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 37 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
-5
Holders Change %
-4.2%
% of All Funds
2.99%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
39
Reduced
37
Closed
17
Calls
$689K
Puts
–
Net Calls
+$689K
Net Calls Change
+$689K

Top Buyers

1
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$5.93M
2
TG
TCW Group
California
+$2.5M
3
CCP
Clough Capital Partners
Massachusetts
+$2.1M
4
LPL Financial
LPL Financial
California
+$1.35M
5
Morgan Stanley
Morgan Stanley
New York
+$977K

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
-$4.78M
2
Brown Advisory
Brown Advisory
Maryland
-$3.2M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$2.4M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.51M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$1.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
ALA
1
Atherton Lane Advisers
California
$64.1M +$576K +35,345 +0.9%
ClearBridge Investments
2
ClearBridge Investments
New York
$29.6M -$4.78M -293,527 -14%
UBS Group
3
UBS Group
Switzerland
$20.9M +$394K +24,159 +2%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$20.1M -$1.51M -92,809 -7%
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$20M – – –
Wells Fargo
6
Wells Fargo
California
$13.5M -$1.17M -71,967 -8%
CIM
7
Confluence Investment Management
Missouri
$12.6M +$2.04K +125 +0%
CCMLC
8
Cardinal Capital Management LLC (Connecticut)
Connecticut
$12M +$897K +55,069 +8%
Goldman Sachs
9
Goldman Sachs
New York
$11.6M +$105K +6,465 +0.9%
Morgan Stanley
10
Morgan Stanley
New York
$10.9M +$977K +59,995 +10%
MC
11
Muzinich & Co
New York
$9.53M – – –
Neuberger Berman Group
12
Neuberger Berman Group
New York
$8.05M -$765K -46,979 -9%
YMRC
13
Yorktown Management & Research Company
Virginia
$6.9M +$416K +25,525 +6%
CCP
14
Clough Capital Partners
Massachusetts
$6.62M +$2.1M +128,646 +46%
Toronto Dominion Bank
15
Toronto Dominion Bank
Ontario, Canada
$6.49M -$233K -14,294 -3%
NRS
16
Neville Rodie & Shaw
New York
$6.33M -$437K -26,855 -6%
State of New Jersey Common Pension Fund D
17
State of New Jersey Common Pension Fund D
New Jersey
$5.93M +$5.93M +363,793 New
ACM
18
Advisors Capital Management
New Jersey
$5.64M +$282K +17,313 +5%
FIM
19
Frontier Investment Management
Texas
$5.59M +$87.1K +5,345 +2%
Brown Advisory
20
Brown Advisory
Maryland
$5.07M -$3.2M -196,423 -39%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$4.99M – – –
First Eagle Investment Management
22
First Eagle Investment Management
New York
$4.66M – – –
Invesco
23
Invesco
Georgia
$4.62M -$598K -36,713 -11%
CS
24
Credit Suisse
Switzerland
$4.46M -$129K -7,949 -3%
TYCC
25
Texas Yale Capital Corp
Florida
$3.97M -$407K -25,011 -9%
1
2 3 4 5