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Golub Capital BDC
GBDC

Overview Fund Activity

242 hedge funds and large institutions have $943M invested in Golub Capital BDC in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 89 increasing their positions, 63 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+15
Holders Change %
+6.61%
% of All Funds
3.82%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
33
Increased
89
Reduced
63
Closed
17
Calls
$314K
Puts
$677K
Net Calls
-$363K
Net Calls Change
-$321K

Top Buyers

1
AIM
Allen Investment Management
New York
+$5.35M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$5.28M
3
LSV Asset Management
LSV Asset Management
Illinois
+$5.21M
4
MFG
Merit Financial Group
Georgia
+$3.99M
5
SMA
Sage Mountain Advisors
Georgia
+$2.67M

Top Sellers

1
UCIG
Ulrich Consultants & Investment Group
New Mexico
-$10.7M
2
Natixis Advisors
Natixis Advisors
Massachusetts
-$7.81M
3
CG
Colony Group
Massachusetts
-$6.34M
4
CWM
Curi Wealth Management
North Carolina
-$4.66M
5
Cerity Partners
Cerity Partners
New York
-$4.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
SO
1
STRS Ohio
Ohio
$156M +$953K +70,563 +0.6%
LC
2
Lindbrook Capital
California
$68M +$249K +18,446 +0.4%
OAC
3
OMERS Administration Corp
Ontario, Canada
$49.6M +$1.18M +87,586 +2%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$42.2M +$986K +73,015 +2%
SIS
5
Sound Income Strategies
Florida
$32.4M +$1.47M +109,245 +5%
VanEck Associates
6
VanEck Associates
New York
$29.2M +$1.97M +146,292 +7%
SMA
7
Sage Mountain Advisors
Georgia
$26.7M +$2.67M +197,976 +11%
AM
8
Ares Management
California
$24.4M – – –
Cerity Partners
9
Cerity Partners
New York
$24.2M -$4.66M -345,419 -16%
FWIA
10
Fort Washington Investment Advisors
Ohio
$23.5M – – –
AL
11
Arnhold LLC
New York
$20.3M +$47.3K +3,500 +0.2%
BTCPP
12
Border to Coast Pensions Partnership
United Kingdom
$19.4M – – –
Morgan Stanley
13
Morgan Stanley
New York
$17.6M +$94.9K +7,030 +0.5%
Legal & General Group
14
Legal & General Group
United Kingdom
$16.8M +$1.18M +87,622 +8%
Millennium Management
15
Millennium Management
New York
$16.5M -$46.1K -3,416 -0.3%
LSV Asset Management
16
LSV Asset Management
Illinois
$16.3M +$5.21M +385,588 +47%
NCM
17
Next Capital Management
New York
$13.2M +$189K +13,998 +1%
BlackRock
18
BlackRock
New York
$12.6M -$427K -31,609 -3%
C
19
Cliffwater
California
$11.7M -$2.6M -192,656 -18%
HCC
20
Hirtle Callaghan & Co
Pennsylvania
$11.4M +$1.54M +114,415 +16%
SFBLI
21
Southern Farm Bureau Life Insurance
Mississippi
$10.3M – – –
Wells Fargo
22
Wells Fargo
California
$9.94M -$1.83M -135,477 -16%
PGH
23
Partners Group Holding
Switzerland
$9.31M +$655K +48,520 +8%
Bank of America
24
Bank of America
North Carolina
$8.86M -$1.92M -142,008 -18%
AIM
25
Allen Investment Management
New York
$8.63M +$5.35M +396,384 +163%
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