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Golub Capital BDC

251 hedge funds and large institutions have $1.09B invested in Golub Capital BDC in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 112 increasing their positions, 60 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
-8
Holders Change %
-3.09%
% of All Funds
3.64%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
31
Increased
112
Reduced
60
Closed
35
Calls
$1.01M
Puts
$545K
Net Calls
+$462K
Net Calls Change
-$480K
Name Holding Trade Value Shares
Change
Shares
Change %
SO
1
STRS Ohio
Ohio
$102M -$52.4M -3,149,809 -34%
LC
2
Lindbrook Capital
California
$61.2M -$16.8M -1,010,529 -22%
OAC
3
OMERS Administration Corp
Ontario, Canada
$54.1M +$1.54M +92,449 +3%
VanEck Associates
4
VanEck Associates
New York
$47.8M +$6.64M +399,231 +16%
SIS
5
Sound Income Strategies
Florida
$44.3M +$1.94M +116,366 +5%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$43M -$8.25M -495,795 -16%
AM
7
Ares Management
California
$35.9M +$5.51M +331,526 +18%
AIM
8
Allen Investment Management
New York
$34.9M +$7.97M +479,339 +30%
SMA
9
Sage Mountain Advisors
Georgia
$33.7M -$2.39M -143,652 -7%
Morgan Stanley
10
Morgan Stanley
New York
$33.6M -$11.2M -673,724 -25%
Cerity Partners
11
Cerity Partners
New York
$27.7M -$1.29M -77,368 -4%
FWIA
12
Fort Washington Investment Advisors
Ohio
$24.7M
BTCPP
13
Border to Coast Pensions Partnership
United Kingdom
$24M
Legal & General Group
14
Legal & General Group
United Kingdom
$22.8M +$623K +37,456 +3%
AL
15
Arnhold LLC
New York
$21.8M -$166K -10,000 -0.8%
Bank of America
16
Bank of America
North Carolina
$18.7M +$2.63M +158,045 +16%
LSV Asset Management
17
LSV Asset Management
Illinois
$18.4M -$1.58M -95,000 -8%
HCC
18
Hirtle Callaghan & Co
Pennsylvania
$14.4M -$13M -859,639 Closed
NFC
19
Northeast Financial Consultants
Connecticut
$13.9M +$6.11M +367,188 +78%
BlackRock
20
BlackRock
New York
$12.9M +$783K +47,055 +6%
Wells Fargo
21
Wells Fargo
California
$12.6M +$275K +16,529 +2%
HighTower Advisors
22
HighTower Advisors
Illinois
$12.6M +$1.27M +76,419 +11%
Boston Partners
23
Boston Partners
Massachusetts
$12.1M +$12.1M +721,237 New
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$10.3M +$648K +38,944 +7%
PGH
25
Partners Group Holding
Switzerland
$9.96M