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Golub Capital BDC

249 hedge funds and large institutions have $1.01B invested in Golub Capital BDC in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 97 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $904K | Put options by funds: $531K

45% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 67

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

7% more capital invested

Capital invested by funds: $944M → $1.01B (+$65M)

2% more funds holding

Funds holding: 243249 (+6)

0.46% less ownership

Funds ownership: 41.03%40.57% (-0.46%)

Holders
249
Holders Change
+6
Holders Change %
+2.47%
% of All Funds
3.95%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
32
Increased
97
Reduced
67
Closed
23
Calls
$904K
Puts
$531K
Net Calls
+$373K
Net Calls Change
+$736K
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
226
Quadrant Capital Group
Ohio
$21.6K
IA
227
IFP Advisors
Florida
$16.9K -$851 -60 -5%
BCMLT
228
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.2K
AF
229
Allworth Financial
California
$15.9K +$1.28K +90 +9%
VNA
230
Valley National Advisers
Pennsylvania
$15K
AWM
231
Avior Wealth Management
Nebraska
$11.7K
RCM
232
Raleigh Capital Management
North Carolina
$11.7K +$11.3K +800 New
SCA
233
Stonebridge Capital Advisors
Minnesota
$11.6K +$11.2K +789 New
SPIA
234
Steward Partners Investment Advisory
New York
$10.3K
FHA
235
First Horizon Advisors
Tennessee
$7.33K
AF
236
Advisornet Financial
Minnesota
$7.33K +$7.09K +500 New
QL
237
Quarry LP
New York
$7.04K -$525 -37 -7%
POIA
238
Pin Oak Investment Advisors
Texas
$7K
PI
239
PEAK6 Investments
Illinois
$5.33K -$127K -8,960 -96%
EWA
240
EverSource Wealth Advisors
Alabama
$5.21K
DAM
241
Delta Asset Management
Tennessee
$4.55K -$709 -50 -14%
HCP
242
Hexagon Capital Partners
Arkansas
$4.18K
RG
243
Retirement Group
California
$3.3K
PTC
244
Private Trust Company
Ohio
$2.92K
GEA
245
Glen Eagle Advisors
New Jersey
$2.32K +$57 +4 +3%
CFB
246
Cullen/Frost Bankers
Texas
$1.67K
TAM
247
Tucker Asset Management
Colorado
$1.14K
Fidelity Investments
248
Fidelity Investments
Massachusetts
$15
SFBLI
249
Southern Farm Bureau Life Insurance
Mississippi
-$10.3M -761,876 Closed
V
250
Veritable
Delaware
-$5.52M -408,731 Closed

GBDC Hedge Fund Activity: Q3 2023 in Review

249 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Golub Capital BDC (GBDC) for Q3 2023, worth a combined $1.01B — up 6.9% from $944M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new GBDC positions and 23 closed out — a net gain of 9 holders — while 97 added to existing stakes and 67 trimmed.

The largest buyer was Allen Investment Management, adding an estimated $10.4M. The largest seller was Cerity Partners, cutting an estimated $24.9M.

  • 249 institutional investors held Golub Capital BDC (GBDC) as of Q3 2023, up from 243 in Q2 2023.
  • Funds reported $1.01B of Golub Capital BDC stock for Q3 2023, up 6.9% quarter-over-quarter.
  • 32 funds opened new Golub Capital BDC positions in Q3 2023 and 23 closed out, a net change of +9 holders.
  • The largest Golub Capital BDC buyer in Q3 2023 was Allen Investment Management, an estimated $10.4M added.
  • The largest Golub Capital BDC seller in Q3 2023 was Cerity Partners, an estimated $24.9M sold.

Based on aggregated 13F filings for Q3 2023.