We are live on ! Find out more
GBDC icon

Golub Capital BDC

159 hedge funds and large institutions have $393M invested in Golub Capital BDC in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 58 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

75,100% more call options, than puts

Call options by funds: $752K | Put options by funds: $1K

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

29% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 45

3% more funds holding

Funds holding: 155159 (+4)

3% less capital invested

Capital invested by funds: $403M → $393M (-$10.5M)

2.34% less ownership

Funds ownership: 39.55%37.21% (-2.3%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
159
Holders Change
+4
Holders Change %
+2.58%
% of All Funds
3.45%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
22
Increased
58
Reduced
45
Closed
16
Calls
$752K
Puts
$1K
Net Calls
+$751K
Net Calls Change
+$2K
Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
151
Alpha Omega Wealth Management
Virginia
$7K +$6.98K +398 New
LWM
152
Liberty Wealth Management
California
$6K +$5.74K +327 New
Citigroup
153
Citigroup
New York
$4K
FWM
154
Focused Wealth Management
New York
$4K
APA
155
American Portfolios Advisors
New York
$3.04K +$3.07K +175 New
NFG
156
Next Financial Group
Texas
$3K -$3.81K -217 -55%
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
$2K -$1.53K -87 -39%
MRCM
158
M&R Capital Management
New Jersey
$2K
GT
159
Glenmede Trust
Pennsylvania
$436 -$13.4K -766 -3%
SMDAM
160
Sumitomo Mitsui DS Asset Management
Japan
-$3.25M -185,348 Closed
CIBC World Market
161
CIBC World Market
Ontario, Canada
-$232K -13,221 Closed
EGA
162
Eagle Global Advisors
Texas
-$216K -12,323 Closed
Envestnet Asset Management
163
Envestnet Asset Management
Illinois
-$212K -12,112 Closed
ECM
164
ExodusPoint Capital Management
New York
-$211K -12,048 Closed
SEI Investments
165
SEI Investments
Pennsylvania
-$155K -8,856 Closed
AIC
166
Ameritas Investment Company
Nebraska
-$152K -8,683 Closed
NSIM
167
North Star Investment Management
Illinois
-$42K -2,378 Closed
RFC
168
Regions Financial Corp
Alabama
-$27K -1,532 Closed
QCG
169
Quadrant Capital Group
Ohio
-$22K -1,311 Closed
CAM
170
Cresset Asset Management
Illinois
-$14K -803 Closed
FHB
171
First Hawaiian Bank
Hawaii
-$6K -332 Closed
OFW
172
Omnia Family Wealth
Florida
-$5K -306 Closed
WWM
173
Willingdon Wealth Management
North Carolina
-$4K -204 Closed
TA
174
TCG Advisors
Texas
-$2K -130 Closed

GBDC Hedge Fund Activity: Q2 2019 in Review

159 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Golub Capital BDC (GBDC) for Q2 2019, worth a combined $393M — down 2.6% from $403M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new GBDC positions and 16 closed out — a net gain of 6 holders — while 58 added to existing stakes and 45 trimmed.

The largest buyer was Sound Income Strategies, adding an estimated $5.95M. The largest seller was MRA Associates USA, cutting an estimated $35.3M.

  • 159 institutional investors held Golub Capital BDC (GBDC) as of Q2 2019, up from 155 in Q1 2019.
  • Funds reported $393M of Golub Capital BDC stock for Q2 2019, down 2.6% quarter-over-quarter.
  • 22 funds opened new Golub Capital BDC positions in Q2 2019 and 16 closed out, a net change of +6 holders.
  • The largest Golub Capital BDC buyer in Q2 2019 was Sound Income Strategies, an estimated $5.95M added.
  • The largest Golub Capital BDC seller in Q2 2019 was MRA Associates USA, an estimated $35.3M sold.

Based on aggregated 13F filings for Q2 2019.