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Golub Capital BDC
GBDC

Overview Fund Activity

156 hedge funds and large institutions have $414M invested in Golub Capital BDC in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 61 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
+2
Holders Change %
+1.3%
% of All Funds
3.57%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
13
Increased
61
Reduced
42
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$4.72M
2
BFO
Biltmore Family Office
North Carolina
+$4.18M
3
FIM
Frontier Investment Management
Texas
+$3.34M
4
C
Cliffwater
California
+$3.13M
5
UBS Group
UBS Group
Switzerland
+$2.16M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$9.61M
2
MWNA
Marshall Wace North America
New York
-$4.34M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.75M
4
Wells Fargo
Wells Fargo
California
-$3.11M
5
MC
Muzinich & Co
New York
-$2.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$29.8M -$3.11M -169,290 -9%
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$21.1M +$323K +17,574 +2%
FIM
3
Frontier Investment Management
Texas
$19.7M +$3.34M +181,815 +20%
UBS Group
4
UBS Group
Switzerland
$19M +$2.16M +117,481 +13%
MC
5
Muzinich & Co
New York
$15.6M -$2.7M -147,148 -15%
CCP
6
Clough Capital Partners
Massachusetts
$13.4M – – –
CIM
7
Confluence Investment Management
Missouri
$12.6M – – –
AL
8
Arnhold LLC
New York
$12M – – –
AM
9
Ares Management
California
$12M -$244K -13,280 -2%
SIS
10
Sound Income Strategies
Florida
$10.7M +$1.62M +87,987 +18%
ClearBridge Investments
11
ClearBridge Investments
New York
$9.71M -$1.54M -83,623 -14%
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$9.56M +$174K +9,447 +2%
VanEck Associates
13
VanEck Associates
New York
$9.3M +$867K +47,236 +10%
FIM
14
Farmhouse Investment Management
California
$8.65M – – –
GC
15
Guggenheim Capital
Illinois
$8.41M -$100K -5,449 -1%
CFG
16
CNO Financial Group
Indiana
$7.99M -$2.44M -132,730 -23%
Morgan Stanley
17
Morgan Stanley
New York
$7.84M -$1.15M -62,759 -13%
C
18
Cliffwater
California
$7.51M +$3.13M +170,580 +72%
JPMPWA
19
J.P. Morgan Private Wealth Advisors
California
$6.56M +$810K +44,098 +14%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$6.37M -$3.75M -204,200 -37%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$6.19M +$112K +6,119 +2%
NRS
22
Neville Rodie & Shaw
New York
$6.06M -$166K -9,026 -3%
BlackRock
23
BlackRock
New York
$5.4M +$396K +21,564 +8%
SQA
24
Simon Quick Advisors
New Jersey
$5.03M +$828K +45,075 +20%
ACM
25
Advisors Capital Management
New Jersey
$4.84M -$139K -7,582 -3%
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