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Golub Capital BDC
GBDC

Overview Fund Activity

141 hedge funds and large institutions have $426M invested in Golub Capital BDC in 2017 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 45 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
+2
Holders Change %
+1.44%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
18
Increased
54
Reduced
45
Closed
15
Calls
$222K
Puts
–
Net Calls
+$222K
Net Calls Change
-$81K

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$6.31M
2
Two Sigma Investments
Two Sigma Investments
New York
+$2.35M
3
SQA
Simon Quick Advisors
New Jersey
+$2.25M
4
NCM
Novare Capital Management
North Carolina
+$1.91M
5
PI
Putnam Investments
Massachusetts
+$1.6M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$24.2M
2
MC
Muzinich & Co
New York
-$7.86M
3
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
-$3.58M
4
UBS Group
UBS Group
Switzerland
-$2.5M
5
DFG
Delphi Financial Group
Delaware
-$2.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
1
Muzinich & Co
New York
$39M -$7.86M -440,768 -17%
Wells Fargo
2
Wells Fargo
California
$26.9M +$348K +19,523 +1%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$21.7M -$482K -27,056 -2%
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$21.3M +$971K +54,495 +5%
UBS Group
5
UBS Group
Switzerland
$21.1M -$2.5M -140,046 -11%
FIM
6
Frontier Investment Management
Texas
$14.1M +$898K +50,400 +7%
ClearBridge Investments
7
ClearBridge Investments
New York
$13M -$2.09M -116,996 -14%
CCP
8
Clough Capital Partners
Massachusetts
$12.4M – – –
CIM
9
Confluence Investment Management
Missouri
$12.3M +$22.3K +1,252 +0.2%
Goldman Sachs
10
Goldman Sachs
New York
$12.2M -$289K -16,236 -2%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$11.6M +$6.31M +353,875 +120%
GC
12
Guggenheim Capital
Illinois
$11M -$346K -19,397 -3%
CCMLC
13
Cardinal Capital Management LLC (Connecticut)
Connecticut
$10.7M -$3.58M -201,093 -25%
First Eagle Investment Management
14
First Eagle Investment Management
New York
$9.9M – – –
Morgan Stanley
15
Morgan Stanley
New York
$9.35M +$447K +25,079 +5%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$9.1M +$965K +54,113 +12%
VanEck Associates
17
VanEck Associates
New York
$7.97M -$228K -12,787 -3%
BlackRock
18
BlackRock
New York
$6.88M +$508K +28,501 +8%
Millennium Management
19
Millennium Management
New York
$6.87M -$917K -51,471 -12%
NRS
20
Neville Rodie & Shaw
New York
$6.35M -$53.6K -3,005 -0.8%
SIS
21
Sound Income Strategies
Florida
$6.35M +$6.35M +354,187 New
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$5.66M +$99.4K +5,577 +2%
LWM
23
Lyell Wealth Management
California
$5.49M +$253K +14,192 +5%
ACM
24
Advisors Capital Management
New Jersey
$5.09M -$137K -7,712 -3%
AR
25
Advisory Research
Illinois
$4.99M -$1.16M -64,907 -19%
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