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Golub Capital BDC
GBDC

154 hedge funds and large institutions have $402M invested in Golub Capital BDC in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 57 increasing their positions, 56 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

2% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 56

1% more funds holding

Funds holding: 153 → 154 (+1)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

3% less capital invested

Capital invested by funds: $416M → $402M (-$13.9M)

1.94% less ownership

Funds ownership: 39.76% → 37.83% (-1.9%)

Holders
154
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
3.52%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
12
Increased
57
Reduced
56
Closed
10
Calls
$320K
Puts
–
Net Calls
+$320K
Net Calls Change
+$320K

Top Buyers

Rank Fund Capital Flow
1
OAC
OMERS Administration Corp
Ontario, Canada
+$3.65M
2
Millennium Management
Millennium Management
New York
+$3.12M
3
S
SignatureFD
Georgia
+$2.05M
4
Wells Fargo
Wells Fargo
California
+$2.05M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$2M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$21M
2
MC
Muzinich & Co
New York
-$10.9M
3
MWNA
Marshall Wace North America
New York
-$2.41M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$2.38M
5
HB
Homrich & Berg
Georgia
-$1.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWNA
26
Marshall Wace North America
New York
$4.34M -$2.41M -135,056 -36%
Legal & General Group
27
Legal & General Group
United Kingdom
$4.34M +$377K +21,080 +10%
C
28
Cliffwater
California
$4.28M +$94.1K +5,264 +2%
NEAM
29
New England Asset Management
Connecticut
$4.26M – – –
TYCC
30
Texas Yale Capital Corp
Florida
$4.18M +$357K +19,965 +9%
SMDAM
31
Sumitomo Mitsui DS Asset Management
Japan
$4.15M -$820K -45,873 -17%
SQA
32
Simon Quick Advisors
New Jersey
$4.1M +$683K +38,241 +20%
MCM
33
McKinley Capital Management
Alaska
$3.94M +$347K +19,399 +10%
HighTower Advisors
34
HighTower Advisors
Illinois
$3.93M +$1.17M +65,218 +42%
LWM
35
Lyell Wealth Management
California
$3.92M -$355K -19,884 -8%
OAC
36
OMERS Administration Corp
Ontario, Canada
$3.66M +$3.65M +204,200 New
FWIA
37
Fort Washington Investment Advisors
Ohio
$3.22M +$1M +56,104 +45%
Two Sigma Investments
38
Two Sigma Investments
New York
$3.15M +$1.32M +73,779 +72%
Millennium Management
39
Millennium Management
New York
$3.13M +$3.12M +174,767 New
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$2.91M +$1.72M +96,057 +145%
EIA
41
Edgemoor Investment Advisors
Maryland
$2.73M -$23.9K -1,340 -0.9%
NCM
42
Novare Capital Management
North Carolina
$2.51M +$70.2K +3,930 +3%
Two Sigma Advisers
43
Two Sigma Advisers
New York
$2.45M +$2M +111,902 +449%
AAM
44
Advisors Asset Management
Colorado
$2.33M -$1.14M -63,637 -33%
Brown Advisory
45
Brown Advisory
Maryland
$2.19M -$219K -12,280 -9%
V
46
Veritable
Delaware
$2.15M +$460K +25,759 +27%
S
47
SignatureFD
Georgia
$2.06M +$2.05M +114,751 New
Deutsche Bank
48
Deutsche Bank
Germany
$2.02M +$222K +12,404 +12%
CIC
49
Crawford Investment Counsel
Georgia
$2.01M +$170K +9,495 +9%
CIBC Private Wealth Group
50
CIBC Private Wealth Group
Georgia
$1.98M +$36.9K +2,066 +2%
1
2
3 4 5

GBDC Hedge Fund Activity: Q2 2018 in Review

154 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Golub Capital BDC (GBDC) for Q2 2018, worth a combined $402M — down 3.4% from $416M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new GBDC positions and 10 closed out — a net gain of 2 holders — while 57 added to existing stakes and 56 trimmed.

The largest buyer was OMERS Administration Corp, opening a new position worth an estimated $3.65M. The largest seller was T. Rowe Price Associates, cutting an estimated $21M.

  • 154 institutional investors held Golub Capital BDC (GBDC) as of Q2 2018, up from 153 in Q1 2018.
  • Funds reported $402M of Golub Capital BDC stock for Q2 2018, down 3.4% quarter-over-quarter.
  • 12 funds opened new Golub Capital BDC positions in Q2 2018 and 10 closed out, a net change of +2 holders.
  • The largest Golub Capital BDC buyer in Q2 2018 was OMERS Administration Corp, an estimated $3.65M added.
  • The largest Golub Capital BDC seller in Q2 2018 was T. Rowe Price Associates, an estimated $21M sold.

Based on aggregated 13F filings for Q2 2018.