We are live on ! Find out more
GBDC icon

Golub Capital BDC

156 hedge funds and large institutions have $414M invested in Golub Capital BDC in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 61 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 42

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

1% more funds holding

Funds holding: 154156 (+2)

3% more capital invested

Capital invested by funds: $402M → $414M (+$12.6M)

0.23% less ownership

Funds ownership: 37.83%37.6% (-0.23%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
156
Holders Change
+2
Holders Change %
+1.3%
% of All Funds
3.57%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
13
Increased
61
Reduced
42
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
51
CIBC Private Wealth Group
Georgia
$2.08M +$42K +2,278 +2%
Invesco
52
Invesco
Georgia
$1.99M +$14.6K +793 +0.7%
CC
53
Cornerstone Capital
California
$1.91M
Two Sigma Investments
54
Two Sigma Investments
New York
$1.85M -$1.38M -74,925 -43%
RJA
55
Raymond James & Associates
Florida
$1.84M +$125K +6,762 +7%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$1.75M +$46.5K +2,524 +3%
AAM
57
Advisors Asset Management
Colorado
$1.7M -$689K -37,371 -29%
HB
58
Homrich & Berg
Georgia
$1.66M +$25.1K +1,361 +2%
JP Morgan Chase
59
JP Morgan Chase
New York
$1.62M +$661K +35,834 +68%
AIM
60
Assured Investment Management
New York
$1.52M +$662K +35,890 +76%
GCP
61
GSA Capital Partners
United Kingdom
$1.41M +$721K +39,087 +103%
FIA
62
Foundations Investment Advisors
Arizona
$1.28M +$209K +11,312 +19%
PA
63
Prism Advisors
California
$1.26M -$28.2K -1,530 -2%
SWP
64
Stratos Wealth Partners
Ohio
$1.21M -$12.1K -657 -1%
PHS
65
Pekin Hardy Strauss
Illinois
$1.14M +$705K +38,258 +161%
DC
66
Derby & Company
Massachusetts
$1.06M +$24.6K +1,337 +2%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$1.03M +$50.8K +2,756 +5%
Neuberger Berman Group
68
Neuberger Berman Group
New York
$933K +$12.4K +672 +1%
PPA
69
Parametric Portfolio Associates
Washington
$893K -$2.12K -115 -0.2%
BAS
70
Brown Advisory Securities
Maryland
$822K +$240 +13 +0%
CFB
71
Cullen/Frost Bankers
Texas
$817K -$273K -14,801 -25%
T. Rowe Price Associates
72
T. Rowe Price Associates
Maryland
$788K
PI
73
PineBridge Investments
New York
$770K +$274K +14,856 +55%
SGCA
74
Steel Grove Capital Advisors
Tennessee
$717K +$720K +39,025 New
NFC
75
Northeast Financial Consultants
Connecticut
$704K +$317K +17,215 +81%

GBDC Hedge Fund Activity: Q3 2018 in Review

156 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Golub Capital BDC (GBDC) for Q3 2018, worth a combined $414M — up 3.1% from $402M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new GBDC positions and 10 closed out — a net gain of 3 holders — while 61 added to existing stakes and 42 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $4.74M. The largest seller was Goldman Sachs, exiting entirely with an estimated $9.61M sold.

  • 156 institutional investors held Golub Capital BDC (GBDC) as of Q3 2018, up from 154 in Q2 2018.
  • Funds reported $414M of Golub Capital BDC stock for Q3 2018, up 3.1% quarter-over-quarter.
  • 13 funds opened new Golub Capital BDC positions in Q3 2018 and 10 closed out, a net change of +3 holders.
  • The largest Golub Capital BDC buyer in Q3 2018 was Arrowstreet Capital, an estimated $4.74M added.
  • The largest Golub Capital BDC seller in Q3 2018 was Goldman Sachs, an estimated $9.61M sold.

Based on aggregated 13F filings for Q3 2018.