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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
NWM
251
Nicola Wealth Management
British Columbia, Canada
-$2.28M -169,000 Closed
MRWM
252
ML&R Wealth Management
Texas
-$1.64M -121,300 Closed
CCP
253
Clough Capital Partners
Massachusetts
-$673K -49,840 Closed
GCM
254
Graham Capital Management
Connecticut
-$615K -45,586 Closed
IAIM
255
International Assets Investment Management
Florida
-$608K -45,073 Closed
CG
256
Colony Group
Massachusetts
-$594K -43,985 Closed
SFI
257
Susquehanna Fundamental Investments
Pennsylvania
-$517K -38,328 Closed
WWC
258
Waypoint Wealth Counsel
Georgia
-$384K -28,458 Closed
CWM
259
Curi Wealth Management
North Carolina
-$361K -26,770 Closed
Thrivent Financial for Lutherans
260
Thrivent Financial for Lutherans
Minnesota
-$236K -17,516 Closed
FBC
261
Fairfield, Bush & Co
Connecticut
-$230K -17,045 Closed
Deutsche Bank
262
Deutsche Bank
Germany
-$198K -14,649 Closed
MAWAG
263
Mid-American Wealth Advisory Group
Missouri
-$176K -13,044 Closed
OC
264
Oppenheimer & Co
New York
-$142K -10,496 Closed
PA
265
Pinnacle Associates
New York
-$141K -10,431 Closed
OR
266
Olympiad Research
Connecticut
-$135K -10,030 Closed
HS
267
Horan Securities
United States
-$36.1K -2,671 Closed
Simplex Trading
268
Simplex Trading
Illinois
-$34.8K -2,456 Closed
NICM
269
Neo Ivy Capital Management
New York
-$30K -2,205 Closed
N
270
Natixis
France
-$6.02K -446 Closed
IPW
271
Impact Partnership Wealth
Georgia
-$3.36K -249 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.