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Golub Capital BDC
GBDC

230 hedge funds and large institutions have $907M invested in Golub Capital BDC in 2022 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 92 increasing their positions, 63 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

543% more call options, than puts

Call options by funds: $2.53M | Put options by funds: $393K

46% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 63

27% more funds holding in top 10

Funds holding in top 10: 11 → 14 (+3)

0.23% more ownership

Funds ownership: 42.74% → 42.97% (+0.23%)

4% less capital invested

Capital invested by funds: $941M → $907M (-$34.4M)

5% less funds holding

Funds holding: 241 → 230 (-11)

19% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 37

Holders
230
Holders Change
-11
Holders Change %
-4.56%
% of All Funds
3.96%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.24%
New
30
Increased
92
Reduced
63
Closed
37
Calls
$2.53M
Puts
$393K
Net Calls
+$2.13M
Net Calls Change
+$1.99M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$6.56M
2
CCP
Clough Capital Partners
Massachusetts
+$5.49M
3
RCM
Rivernorth Capital Management
Florida
+$4.97M
4
NVCHI
New Vernon Capital Holdings II
New Jersey
+$4.31M
5
LC
Lindbrook Capital
California
+$3.49M

Top Sellers

Rank Fund Capital Flow
1
SO
STRS Ohio
Ohio
-$6.98M
2
RC
RegentAtlantic Capital
New Jersey
-$4.69M
3
Citadel Advisors
Citadel Advisors
Florida
-$3.25M
4
VanEck Associates
VanEck Associates
New York
-$2.49M
5
Morgan Stanley
Morgan Stanley
New York
-$2.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
CG
26
Colony Group
Massachusetts
$7.02M -$100K -7,382 -1%
Natixis Advisors
27
Natixis Advisors
Massachusetts
$6.93M -$616K -45,288 -7%
Two Sigma Advisers
28
Two Sigma Advisers
New York
$6.4M +$1.14M +84,000 +19%
Millennium Management
29
Millennium Management
New York
$6.38M -$1.79M -131,608 -20%
MCM
30
McKinley Capital Management
Alaska
$6.08M +$200K +14,699 +3%
ZCA
31
Zeke Capital Advisors
Pennsylvania
$5.76M – – –
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$5.76M +$2.86M +210,145 +83%
HighTower Advisors
33
HighTower Advisors
Illinois
$5.44M -$1.76M -129,134 -23%
CS
34
Credit Suisse
Switzerland
$5.1M -$171K -12,529 -3%
CCP
35
Clough Capital Partners
Massachusetts
$5M +$5.49M +403,300 New
ACM
36
Advisors Capital Management
New Jersey
$4.87M +$454K +33,325 +10%
V
37
Veritable
Delaware
$4.76M -$146K -10,758 -3%
NCM
38
Next Capital Management
New York
$4.64M +$1.26M +92,848 +33%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$4.48M +$297K +21,843 +6%
CIM
40
Confluence Investment Management
Missouri
$4.32M -$32K -2,354 -0.7%
TP
41
Tranquility Partners
Tennessee
$4.3M +$181K +13,307 +4%
ECG
42
Edge Capital Group
Georgia
$4.19M +$492K +36,184 +12%
RVPG
43
Relative Value Partners Group
$4.12M +$274K +20,143 +6%
UBS Group
44
UBS Group
Switzerland
$4.1M +$95.2K +6,995 +2%
Two Sigma Investments
45
Two Sigma Investments
New York
$3.92M -$1.44M -106,036 -25%
NVCHI
46
New Vernon Capital Holdings II
New Jersey
$3.92M +$4.31M +316,404 New
CWM
47
Curi Wealth Management
North Carolina
$3.88M +$365K +26,824 +9%
Goldman Sachs
48
Goldman Sachs
New York
$3.41M +$926K +68,062 +33%
PC
49
Prairiewood Capital
North Dakota
$3.24M -$202K -14,875 -5%
HWM
50
HB Wealth Management
Georgia
$3.22M +$1.94M +142,373 +121%
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GBDC Hedge Fund Activity: Q3 2022 in Review

230 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Golub Capital BDC (GBDC) for Q3 2022, worth a combined $907M — down 3.7% from $941M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of GBDC and 30 opened new positions — a net loss of 7 holders — while 63 trimmed existing stakes and 92 added.

The largest buyer was Bank of America, adding an estimated $6.56M. The largest seller was STRS Ohio, cutting an estimated $6.98M.

  • 230 institutional investors held Golub Capital BDC (GBDC) as of Q3 2022, down from 241 in Q2 2022.
  • Funds reported $907M of Golub Capital BDC stock for Q3 2022, down 3.7% quarter-over-quarter.
  • 30 funds opened new Golub Capital BDC positions in Q3 2022 and 37 closed out, a net change of -7 holders.
  • The largest Golub Capital BDC buyer in Q3 2022 was Bank of America, an estimated $6.56M added.
  • The largest Golub Capital BDC seller in Q3 2022 was STRS Ohio, an estimated $6.98M sold.

Based on aggregated 13F filings for Q3 2022.