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Golub Capital BDC
GBDC

Overview Fund Activity

259 hedge funds and large institutions have $1.06B invested in Golub Capital BDC in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 96 increasing their positions, 78 reducing their positions, and 25 closing their positions.

Holders
259
Holders Change
+11
Holders Change %
+4.44%
% of All Funds
3.8%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
40
Increased
96
Reduced
78
Closed
25
Calls
$1.29M
Puts
$352K
Net Calls
+$942K
Net Calls Change
+$569K

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$26.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$40.7M
3
Bank of America
3
Bank of America
North Carolina
$14.6M
4
Citigroup
4
Citigroup
New York
$5M
5
AIM
5
Allen Investment Management
New York
$24.5M

Top Sellers

1
SO
1
STRS Ohio
Ohio
$140M
2
Millennium Management
2
Millennium Management
New York
$18.1M
3
NCM
3
Next Capital Management
New York
$9.35M
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$0
5
LC
5
Lindbrook Capital
California
$70.9M
Name Market Value Shares Shares
Change 		Shares
Change %
SO
1
STRS Ohio
Ohio
$140M 9,302,722 -1,850,801 -17%
LC
2
Lindbrook Capital
California
$70.9M 4,693,547 -301,558 -6%
OAC
3
OMERS Administration Corp
Ontario, Canada
$47.7M 3,161,011 -171,506 -5%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$46.6M 3,082,885 +27,198 +0.9%
Morgan Stanley
5
Morgan Stanley
New York
$40.7M 2,693,276 +1,404,129 +109%
SIS
6
Sound Income Strategies
Florida
$38.4M 2,545,571 +77,128 +3%
VanEck Associates
7
VanEck Associates
New York
$37.3M 2,472,926 +197,681 +9%
SMA
8
Sage Mountain Advisors
Georgia
$32.8M 2,172,722 +106,411 +5%
AM
9
Ares Management
California
$27.6M 1,826,028 +18,379 +1%
Cerity Partners
10
Cerity Partners
New York
$26.3M 1,740,391 +1,704,855 +4,798%
AIM
11
Allen Investment Management
New York
$24.5M 1,621,693 +250,675 +18%
FWIA
12
Fort Washington Investment Advisors
Ohio
$22.4M 1,485,380 -255,765 -15%
BTCPP
13
Border to Coast Pensions Partnership
United Kingdom
$21.8M 1,441,804 – –
Legal & General Group
14
Legal & General Group
United Kingdom
$20.1M 1,331,892 +91,443 +7%
AL
15
Arnhold LLC
New York
$19.9M 1,318,200 -192,611 -13%
LSV Asset Management
16
LSV Asset Management
Illinois
$18.2M 1,203,641 +10,555 +0.9%
Millennium Management
17
Millennium Management
New York
$18.1M 1,198,715 -347,731 -22%
Bank of America
18
Bank of America
North Carolina
$14.6M 964,153 +400,798 +71%
HCC
19
Hirtle Callaghan & Co
Pennsylvania
$13M 859,639 +34,842 +4%
C
20
Cliffwater
California
$11.4M 757,082 -124,985 -14%
Wells Fargo
21
Wells Fargo
California
$11.2M 742,235 +41,270 +6%
BlackRock
22
BlackRock
New York
$11M 728,983 +19,276 +3%
Two Sigma Investments
23
Two Sigma Investments
New York
$10.3M 681,706 -32,246 -5%
HighTower Advisors
24
HighTower Advisors
Illinois
$10.3M 678,691 +235,299 +53%
NCM
25
Next Capital Management
New York
$9.35M 619,238 -343,938 -36%
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