We are live on ! Find out more
GBDC icon

Golub Capital BDC

159 hedge funds and large institutions have $393M invested in Golub Capital BDC in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 58 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

75,100% more call options, than puts

Call options by funds: $752K | Put options by funds: $1K

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

29% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 45

3% more funds holding

Funds holding: 155159 (+4)

3% less capital invested

Capital invested by funds: $403M → $393M (-$10.5M)

2.34% less ownership

Funds ownership: 39.55%37.21% (-2.3%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
159
Holders Change
+4
Holders Change %
+2.58%
% of All Funds
3.45%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
22
Increased
58
Reduced
45
Closed
16
Calls
$752K
Puts
$1K
Net Calls
+$751K
Net Calls Change
+$2K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$4.33M +$2.96M +168,924 +213%
NEAM
27
New England Asset Management
Connecticut
$4.14M
AIM
28
Anchor Investment Management
South Carolina
$3.98M -$3.04M -173,545 -43%
MCM
29
McKinley Capital Management
Alaska
$3.75M -$54.6K -3,115 -1%
AR
30
Advisory Research
Illinois
$3.66M -$128K -7,270 -3%
LWM
31
Lyell Wealth Management
California
$3.57M +$270K +15,366 +8%
JP Morgan Chase
32
JP Morgan Chase
New York
$3.53M +$255K +14,522 +8%
FWIA
33
Fort Washington Investment Advisors
Ohio
$3.36M
DC
34
Derby & Company
Massachusetts
$3.19M +$946K +53,919 +42%
PC
35
Polar Capital
United Kingdom
$3.07M +$14.8K +842 +0.5%
MAU
36
MRA Associates USA
Arizona
$3.04M -$35.3M -2,014,725 -92%
VEA
37
Virtus ETF Advisers
New York
$2.95M +$2.97M +169,324 New
EIA
38
Edgemoor Investment Advisors
Maryland
$2.35M -$88.4K -5,039 -4%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$2.24M -$31.3K -1,784 -1%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$2.14M +$1.46M +83,363 +212%
Brown Advisory
41
Brown Advisory
Maryland
$2.06M -$3.58K -204 -0.2%
SQA
42
Simon Quick Advisors
New Jersey
$2.05M -$249K -14,197 -11%
CC
43
Cornerstone Capital
California
$2.04M +$227K +12,967 +12%
V
44
Veritable
Delaware
$2.02M
RJA
45
Raymond James & Associates
Florida
$2.01M +$123K +7,031 +6%
FIA
46
Foundations Investment Advisors
Arizona
$1.94M +$435K +24,800 +29%
S
47
SignatureFD
Georgia
$1.91M
Two Sigma Investments
48
Two Sigma Investments
New York
$1.83M +$1.61M +92,048 +711%
PHS
49
Pekin Hardy Strauss
Illinois
$1.8M +$317K +18,057 +21%
CFB
50
Cullen/Frost Bankers
Texas
$1.76M +$144K +8,210 +9%

GBDC Hedge Fund Activity: Q2 2019 in Review

159 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Golub Capital BDC (GBDC) for Q2 2019, worth a combined $393M — down 2.6% from $403M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new GBDC positions and 16 closed out — a net gain of 6 holders — while 58 added to existing stakes and 45 trimmed.

The largest buyer was Sound Income Strategies, adding an estimated $5.95M. The largest seller was MRA Associates USA, cutting an estimated $35.3M.

  • 159 institutional investors held Golub Capital BDC (GBDC) as of Q2 2019, up from 155 in Q1 2019.
  • Funds reported $393M of Golub Capital BDC stock for Q2 2019, down 2.6% quarter-over-quarter.
  • 22 funds opened new Golub Capital BDC positions in Q2 2019 and 16 closed out, a net change of +6 holders.
  • The largest Golub Capital BDC buyer in Q2 2019 was Sound Income Strategies, an estimated $5.95M added.
  • The largest Golub Capital BDC seller in Q2 2019 was MRA Associates USA, an estimated $35.3M sold.

Based on aggregated 13F filings for Q2 2019.