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Golub Capital BDC

124 hedge funds and large institutions have $500M invested in Golub Capital BDC in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 48 increasing their positions, 40 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 40

19% more capital invested

Capital invested by funds: $421M → $500M (+$79.2M)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 125124 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1K

Holders
124
Holders Change
-1
Holders Change %
-0.8%
% of All Funds
3.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
48
Reduced
40
Closed
6
Calls
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$1.26M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
101
Anchor Investment Management
South Carolina
$68.7K
LTFS
102
Ladenburg Thalmann Financial Services
Florida
$68K +$3.99K +218 +6%
CPIG
103
Chicago Partners Investment Group
Illinois
$34K +$586 +32 +2%
GXMC
104
Global X Management Company
New York
$34K +$34.7K +1,895 New
US Bancorp
105
US Bancorp
Minnesota
$27K
NSIM
106
North Star Investment Management
Illinois
$25K
MFS
107
MSI Financial Services
Massachusetts
$22K -$42.1K -2,297 -65%
FWM
108
Focused Wealth Management
New York
$19K
MFW
109
Mosaic Family Wealth
Missouri
$19K
BFEC
110
Benjamin F. Edwards & Company
Missouri
$18K
WA
111
WFG Advisors
Texas
$18K
IA
112
IFP Advisors
Florida
$15K
PCM
113
Penserra Capital Management
California
$13K +$3.06K +167 +28%
AIM
114
Acrospire Investment Management
Illinois
$13K +$13.2K +719 New
TRCT
115
Tower Research Capital (TRC)
New York
$10K +$3.11K +170 +43%
FHA
116
First Horizon Advisors
Tennessee
$9K
NFG
117
Next Financial Group
Texas
$7K
Creative Planning
118
Creative Planning
Kansas
$6K
Simplex Trading
119
Simplex Trading
Illinois
$6K +$6.06K +331 New
WRM
120
Westport Resources Management
Connecticut
$5K -$36K -1,964 -88%
PAM
121
Panagora Asset Management
Massachusetts
$4K
PMFA
122
Plante Moran Financial Advisors
Michigan
$3K +$110 +6 +4%
IWMPD
123
Integrated Wealth Management (Palm Desert)
California
$2K
MRCM
124
M&R Capital Management
New Jersey
$2K
BCP
125
Berkeley Capital Partners
Georgia
-$685K -38,685 Closed

GBDC Hedge Fund Activity: Q3 2016 in Review

124 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Golub Capital BDC (GBDC) for Q3 2016, worth a combined $500M — up 19% from $421M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new GBDC positions and 6 closed out — a net gain of 1 holder — while 48 added to existing stakes and 40 trimmed.

The largest buyer was Muzinich & Co, adding an estimated $9.98M. The largest seller was Bank of New York Mellon, cutting an estimated $6.48M.

  • 124 institutional investors held Golub Capital BDC (GBDC) as of Q3 2016, down from 125 in Q2 2016.
  • Funds reported $500M of Golub Capital BDC stock for Q3 2016, up 19% quarter-over-quarter.
  • 7 funds opened new Golub Capital BDC positions in Q3 2016 and 6 closed out, a net change of +1 holder.
  • The largest Golub Capital BDC buyer in Q3 2016 was Muzinich & Co, an estimated $9.98M added.
  • The largest Golub Capital BDC seller in Q3 2016 was Bank of New York Mellon, an estimated $6.48M sold.

Based on aggregated 13F filings for Q3 2016.