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Golub Capital BDC

249 hedge funds and large institutions have $1.01B invested in Golub Capital BDC in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 97 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $904K | Put options by funds: $531K

45% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 67

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

7% more capital invested

Capital invested by funds: $944M → $1.01B (+$65M)

2% more funds holding

Funds holding: 243249 (+6)

0.46% less ownership

Funds ownership: 41.03%40.57% (-0.46%)

Holders
249
Holders Change
+6
Holders Change %
+2.47%
% of All Funds
3.95%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
32
Increased
97
Reduced
67
Closed
23
Calls
$904K
Puts
$531K
Net Calls
+$373K
Net Calls Change
+$736K
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
101
Advisors Asset Management
Colorado
$1.06M -$12.6K -886 -1%
Invesco
102
Invesco
Georgia
$1.05M -$54.3K -3,827 -5%
Bank of New York Mellon
103
Bank of New York Mellon
New York
$1.01M +$148K +10,453 +18%
BAMF
104
BI Asset Management Fondsmaeglerselskab
Denmark
$944K +$21.7K +1,533 +2%
FM
105
Family Management
New York
$916K +$705K +49,672 +389%
Barclays
106
Barclays
United Kingdom
$911K +$881K +62,072 New
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$908K +$173K +12,229 +25%
TI
108
Tidal Investments
Wisconsin
$862K +$50.5K +3,559 +6%
NRS
109
Neville Rodie & Shaw
New York
$851K +$28 +2 +0%
EW
110
Evoke Wealth
California
$836K +$236K +16,612 +41%
Qube Research & Technologies (QRT)
111
Qube Research & Technologies (QRT)
United Kingdom
$823K +$466K +32,859 +141%
KA
112
Klingman & Associates
New York
$818K
NHC
113
Nicholas Hoffman & Company
Georgia
$811K +$72K +5,078 +10%
Ameriprise
114
Ameriprise
Minnesota
$784K -$118K -8,338 -14%
GEM
115
Global Endowment Management
North Carolina
$734K
GWM
116
Geneos Wealth Management
Colorado
$723K -$10.3K -728 -1%
AWM
117
AE Wealth Management
Kansas
$721K -$123K -8,703 -15%
QT
118
Quantbot Technologies
New York
$706K +$526K +37,111 +337%
IFG
119
Independent Financial Group
California
$689K +$224K +15,799 +51%
WS
120
Wedbush Securities
California
$671K -$31.2K -2,200 -5%
MM
121
MQS Management
New York
$668K +$646K +45,506 New
NFG
122
Nations Financial Group
Iowa
$661K -$4.07K -287 -0.6%
NA
123
NewEdge Advisors
Louisiana
$630K +$583K +41,113 +2,234%
Osaic Holdings
124
Osaic Holdings
Arizona
$620K +$171K +12,046 +40%
GWMIA
125
Global Wealth Management Investment Advisory
Florida
$600K +$41K +2,889 +8%

GBDC Hedge Fund Activity: Q3 2023 in Review

249 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Golub Capital BDC (GBDC) for Q3 2023, worth a combined $1.01B — up 6.9% from $944M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new GBDC positions and 23 closed out — a net gain of 9 holders — while 97 added to existing stakes and 67 trimmed.

The largest buyer was Allen Investment Management, adding an estimated $10.4M. The largest seller was Cerity Partners, cutting an estimated $24.9M.

  • 249 institutional investors held Golub Capital BDC (GBDC) as of Q3 2023, up from 243 in Q2 2023.
  • Funds reported $1.01B of Golub Capital BDC stock for Q3 2023, up 6.9% quarter-over-quarter.
  • 32 funds opened new Golub Capital BDC positions in Q3 2023 and 23 closed out, a net change of +9 holders.
  • The largest Golub Capital BDC buyer in Q3 2023 was Allen Investment Management, an estimated $10.4M added.
  • The largest Golub Capital BDC seller in Q3 2023 was Cerity Partners, an estimated $24.9M sold.

Based on aggregated 13F filings for Q3 2023.