We are live on ! Find out more
GBDC icon

Golub Capital BDC

125 hedge funds and large institutions have $421M invested in Golub Capital BDC in 2016 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 36 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

29% more capital invested

Capital invested by funds: $326M → $421M (+$94.8M)

22% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 36

6% more funds holding

Funds holding: 118125 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
125
Holders Change
+7
Holders Change %
+5.93%
% of All Funds
3.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
44
Reduced
36
Closed
7
Calls
$1.25M
Puts
Net Calls
+$1.25M
Net Calls Change
-$45K
Name Holding Trade Value Shares
Change
Change in
Stake
AG
101
Advisor Group
Arizona
$88K +$85.4K +5,033 New
AIM
102
Anchor Investment Management
South Carolina
$66.9K
MFS
103
MSI Financial Services
Massachusetts
$62K
LTFS
104
Ladenburg Thalmann Financial Services
Florida
$62K +$34.7K +2,042 +138%
WRM
105
Westport Resources Management
Connecticut
$40K -$23.5K -1,385 -38%
CPIG
106
Chicago Partners Investment Group
Illinois
$33K +$560 +33 +2%
US Bancorp
107
US Bancorp
Minnesota
$26K
NSIM
108
North Star Investment Management
Illinois
$24K +$424 +25 +2%
MFW
109
Mosaic Family Wealth
Missouri
$19K
FWM
110
Focused Wealth Management
New York
$18K
WA
111
WFG Advisors
Texas
$18K
BFEC
112
Benjamin F. Edwards & Company
Missouri
$17K +$3.99K +235 +31%
IA
113
IFP Advisors
Florida
$14K +$13.9K +817 New
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$13K
Barclays
115
Barclays
United Kingdom
$11K +$10.3K +605 New
PCM
116
Penserra Capital Management
California
$10K
FHA
117
First Horizon Advisors
Tennessee
$9K
TRCT
118
Tower Research Capital (TRC)
New York
$7K -$1.65K -97 -20%
NFG
119
Next Financial Group
Texas
$7K
Creative Planning
120
Creative Planning
Kansas
$5K -$6.08K -358 -54%
PAM
121
Panagora Asset Management
Massachusetts
$4K
PMFA
122
Plante Moran Financial Advisors
Michigan
$3K +$441 +26 +20%
JIC
123
Joel Isaacson & Co
New York
$2K -$164K -9,683 -99%
IWMPD
124
Integrated Wealth Management (Palm Desert)
California
$2K
MRCM
125
M&R Capital Management
New Jersey
$2K +$2.43K +143 New

GBDC Hedge Fund Activity: Q2 2016 in Review

125 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Golub Capital BDC (GBDC) for Q2 2016, worth a combined $421M — up 29% from $326M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new GBDC positions and 7 closed out — a net gain of 8 holders — while 44 added to existing stakes and 36 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $57.2M. The largest seller was Delphi Management, exiting entirely with an estimated $978K sold.

  • 125 institutional investors held Golub Capital BDC (GBDC) as of Q2 2016, up from 118 in Q1 2016.
  • Funds reported $421M of Golub Capital BDC stock for Q2 2016, up 29% quarter-over-quarter.
  • 15 funds opened new Golub Capital BDC positions in Q2 2016 and 7 closed out, a net change of +8 holders.
  • The largest Golub Capital BDC buyer in Q2 2016 was Bank of New York Mellon, an estimated $57.2M added.
  • The largest Golub Capital BDC seller in Q2 2016 was Delphi Management, an estimated $978K sold.

Based on aggregated 13F filings for Q2 2016.