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Golub Capital BDC
GBDC

Overview Fund Activity

136 hedge funds and large institutions have $494M invested in Golub Capital BDC in 2017 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+3
Holders Change %
+2.26%
% of All Funds
3.39%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
18
Increased
51
Reduced
41
Closed
13
Calls
$209K
Puts
–
Net Calls
+$209K
Net Calls Change
+$209K

Top Buyers

1
MC
Muzinich & Co
New York
+$12.3M
2
BlackRock
BlackRock
New York
+$9.01M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$8.73M
4
UBS Group
UBS Group
Switzerland
+$5.42M
5
LWM
Lyell Wealth Management
California
+$4.59M

Top Sellers

1
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$7.36M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$7.24M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$4.56M
4
ClearBridge Investments
ClearBridge Investments
New York
-$3.31M
5
YMRC
Yorktown Management & Research Company
Virginia
-$2.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
1
Bank of New York Mellon
New York
$54.4M +$8.73M +448,230 +19%
MC
2
Muzinich & Co
New York
$44.7M +$12.3M +632,430 +38%
UBS Group
3
UBS Group
Switzerland
$33.1M +$5.42M +278,444 +20%
Wells Fargo
4
Wells Fargo
California
$27.5M +$2.1M +107,857 +8%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$24.5M -$860K -44,148 -3%
ClearBridge Investments
6
ClearBridge Investments
New York
$21.4M -$3.31M -169,997 -13%
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$20.3M +$1.85M +95,838 +10%
CCP
8
Clough Capital Partners
Massachusetts
$19.2M +$1.33M +68,203 +7%
CCMLC
9
Cardinal Capital Management LLC (Connecticut)
Connecticut
$16.2M +$462K +23,709 +3%
AM
10
Ares Management
California
$14.3M +$2.58M +132,730 +22%
CIM
11
Confluence Investment Management
Missouri
$14M -$1.5M -76,882 -10%
Goldman Sachs
12
Goldman Sachs
New York
$13.1M +$54.1K +2,776 +0.4%
FIM
13
Frontier Investment Management
Texas
$12.1M +$4.01M +206,979 +50%
GC
14
Guggenheim Capital
Illinois
$11.6M +$2.24M +114,914 +24%
Morgan Stanley
15
Morgan Stanley
New York
$10.1M -$1.07M -54,765 -10%
BlackRock
16
BlackRock
New York
$9.01M +$9.01M +462,882 New
VanEck Associates
17
VanEck Associates
New York
$7.98M +$1.88M +96,508 +31%
NRS
18
Neville Rodie & Shaw
New York
$7.02M -$71.5K -3,672 -1%
Toronto Dominion Bank
19
Toronto Dominion Bank
Ontario, Canada
$6.96M -$1.46M -74,953 -17%
First Eagle Investment Management
20
First Eagle Investment Management
New York
$6.83M – – –
ACM
21
Advisors Capital Management
New Jersey
$5.97M +$13.6K +699 +0.2%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$5.96M – – –
AAM
23
Advisors Asset Management
Colorado
$5.44M -$177K -9,077 -3%
NEAM
24
New England Asset Management
Connecticut
$4.63M – – –
LWM
25
Lyell Wealth Management
California
$4.59M +$4.59M +235,854 New
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