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Golub Capital BDC
GBDC

Overview Fund Activity

139 hedge funds and large institutions have $473M invested in Golub Capital BDC in 2017 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 55 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+3
Holders Change %
+2.21%
% of All Funds
3.47%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
16
Increased
55
Reduced
32
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MC
Muzinich & Co
New York
+$8.49M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$7.34M
3
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$4.65M
4
First Eagle Investment Management
First Eagle Investment Management
New York
+$3.82M
5
Millennium Management
Millennium Management
New York
+$2.91M

Top Sellers

1
AM
Ares Management
California
-$8.91M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$6.96M
3
UBS Group
UBS Group
Switzerland
-$6.81M
4
ClearBridge Investments
ClearBridge Investments
New York
-$4.65M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
1
Muzinich & Co
New York
$51.5M +$8.49M +453,267 +20%
Bank of New York Mellon
2
Bank of New York Mellon
New York
$47.8M -$4.47M -238,440 -9%
UBS Group
3
UBS Group
Switzerland
$25M -$6.81M -363,852 -21%
Wells Fargo
4
Wells Fargo
California
$24.1M -$2.3M -122,669 -9%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$23.7M +$95.6K +5,105 +0.4%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$20.5M +$707K +37,695 +4%
CCP
7
Clough Capital Partners
Massachusetts
$18.5M – – –
ClearBridge Investments
8
ClearBridge Investments
New York
$15.9M -$4.65M -248,113 -23%
CCMLC
9
Cardinal Capital Management LLC (Connecticut)
Connecticut
$15.6M +$82.8K +4,424 +0.5%
Goldman Sachs
10
Goldman Sachs
New York
$13.1M +$549K +29,294 +4%
CIM
11
Confluence Investment Management
Missouri
$13.1M -$382K -20,403 -3%
FIM
12
Frontier Investment Management
Texas
$12.5M +$816K +43,561 +7%
GC
13
Guggenheim Capital
Illinois
$12.3M +$1.12M +59,802 +10%
First Eagle Investment Management
14
First Eagle Investment Management
New York
$10.4M +$3.82M +204,200 +58%
Morgan Stanley
15
Morgan Stanley
New York
$8.65M -$1.03M -55,256 -11%
VanEck Associates
16
VanEck Associates
New York
$8.57M +$894K +47,728 +12%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$7.34M +$7.34M +392,064 New
BlackRock
18
BlackRock
New York
$7.2M -$1.47M -78,381 -17%
NRS
19
Neville Rodie & Shaw
New York
$6.74M -$11.9K -634 -0.2%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$5.74M – – –
ACM
21
Advisors Capital Management
New Jersey
$5.71M -$31.1K -1,659 -0.5%
LWM
22
Lyell Wealth Management
California
$5.32M +$904K +48,258 +20%
AAM
23
Advisors Asset Management
Colorado
$5.21M -$19.8K -1,060 -0.4%
AM
24
Ares Management
California
$4.86M -$8.91M -475,608 -65%
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$4.65M +$4.65M +248,134 New
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