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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
Mackenzie Financial
126
Mackenzie Financial
Ontario, Canada
$596K -$5.41K -381 -0.9%
RJA
127
Raymond James & Associates
Florida
$587K +$19.3K +1,358 +4%
AI
128
Atom Investors
Texas
$565K +$547K +38,545 New
AWA
129
Amplius Wealth Advisors
Pennsylvania
$561K
EWM
130
Evercore Wealth Management
New York
$557K -$99.5K -7,013 -16%
VEA
131
Virtus ETF Advisers
New York
$556K +$215K +15,157 +67%
GSEP
132
Golden State Equity Partners
California
$532K -$33.5K -2,359 -6%
RP
133
Riverbridge Partners
Minnesota
$526K +$70.3K +4,959 +16%
Cerity Partners
134
Cerity Partners
New York
$521K -$24.9M -1,756,536 -98%
AWC
135
Abundance Wealth Counselors
Pennsylvania
$511K +$29K +2,044 +6%
TCOV
136
Trust Company of Vermont
Vermont
$504K
MC
137
Moors & Cabot
Massachusetts
$500K +$851 +60 +0.2%
PP
138
Pegasus Partners
Wisconsin
$487K +$42.3K +2,980 +10%
VIA
139
Virtus Investment Advisers
Connecticut
$457K
GC
140
Guggenheim Capital
Illinois
$453K -$6.31K -445 -1%
AIM
141
Anchor Investment Management
South Carolina
$453K -$17.9K -1,260 -4%
RFN
142
RDA Financial Network
Iowa
$448K +$6.89K +486 +2%
BNP Paribas Financial Markets
143
BNP Paribas Financial Markets
France
$448K +$311K +21,903 +253%
SQA
144
Simon Quick Advisors
New Jersey
$445K +$3.84K +271 +0.9%
SSA
145
Schonfeld Strategic Advisors
New York
$428K +$414K +29,200 New
DM
146
Delphi Management
Massachusetts
$425K +$9.89K +697 +2%
Cetera Investment Advisers
147
Cetera Investment Advisers
Illinois
$417K -$111K -7,822 -22%
MWAM
148
Manhattan West Asset Management
California
$403K +$94.5K +6,664 +31%
WG
149
Winton Group
United Kingdom
$384K +$371K +26,142 New
William Blair & Company
150
William Blair & Company
Illinois
$383K

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.