We are live on ! Find out more
GBDC icon

Golub Capital BDC

240 hedge funds and large institutions have $1.14B invested in Golub Capital BDC in 2022 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 82 increasing their positions, 67 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 22

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

22% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 67

6% more funds holding

Funds holding: 227240 (+13)

0.33% less ownership

Funds ownership: 44.71%44.37% (-0.33%)

2% less capital invested

Capital invested by funds: $1.17B → $1.14B (-$28M)

34% less call options, than puts

Call options by funds: $385K | Put options by funds: $582K

Holders
240
Holders Change
+13
Holders Change %
+5.73%
% of All Funds
3.79%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.19%
New
37
Increased
82
Reduced
67
Closed
22
Calls
$385K
Puts
$582K
Net Calls
-$197K
Net Calls Change
-$492K
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
151
Chicago Partners Investment Group
Illinois
$318K +$42.6K +2,753 +14%
Victory Capital Management
152
Victory Capital Management
Texas
$317K +$19.1K +1,232 +6%
BWA
153
Bordeaux Wealth Advisors
California
$316K +$6.19K +400 +2%
US Bancorp
154
US Bancorp
Minnesota
$311K -$1.81K -117 -0.6%
OMC
155
Overbrook Management Corp
New York
$306K
EWM
156
Evercore Wealth Management
New York
$305K
UB
157
UMB Bank
Missouri
$304K
ECM
158
ExodusPoint Capital Management
New York
$303K -$2.91M -187,627 -90%
GC
159
Guggenheim Capital
Illinois
$299K +$25.7K +1,661 +9%
CG
160
CFO4Life Group
Texas
$275K +$4.46K +288 +2%
BAM
161
Belpointe Asset Management
Nevada
$270K +$263 +17 +0.1%
WA
162
Wambolt & Associates
Colorado
$266K +$93 +6 +0%
RJFSA
163
Raymond James Financial Services Advisors
Florida
$266K +$45K +2,905 +20%
AWC
164
Abundance Wealth Counselors
Pennsylvania
$266K +$271K +17,493 New
IFG
165
Independent Financial Group
California
$249K -$20K -1,292 -7%
GAM
166
Griffin Asset Management
New York
$248K
CFS
167
Capital Financial Services
New York
$247K
Cetera Investment Advisers
168
Cetera Investment Advisers
Illinois
$239K +$4.78K +309 +2%
NCM
169
Novare Capital Management
North Carolina
$236K -$15.9K -1,025 -6%
GMA
170
Glassy Mountain Advisors
Maryland
$233K
QC
171
Quent Capital
New York
$233K
Goldman Sachs
172
Goldman Sachs
New York
$229K +$233K +15,032 New
QT
173
Quantbot Technologies
New York
$228K +$35.6K +2,300 +18%
Cambridge Investment Research Advisors
174
Cambridge Investment Research Advisors
Iowa
$223K +$7.76K +501 +4%
MHS
175
M Holdings Securities
Oregon
$223K +$227K +14,673 New

GBDC Hedge Fund Activity: Q1 2022 in Review

240 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Golub Capital BDC (GBDC) for Q1 2022, worth a combined $1.14B — down 2.4% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new GBDC positions and 22 closed out — a net gain of 15 holders — while 82 added to existing stakes and 67 trimmed.

The largest buyer was Cerity Partners, adding an estimated $17.2M. The largest seller was HighTower Advisors, cutting an estimated $25.2M.

  • 240 institutional investors held Golub Capital BDC (GBDC) as of Q1 2022, up from 227 in Q4 2021.
  • Funds reported $1.14B of Golub Capital BDC stock for Q1 2022, down 2.4% quarter-over-quarter.
  • 37 funds opened new Golub Capital BDC positions in Q1 2022 and 22 closed out, a net change of +15 holders.
  • The largest Golub Capital BDC buyer in Q1 2022 was Cerity Partners, an estimated $17.2M added.
  • The largest Golub Capital BDC seller in Q1 2022 was HighTower Advisors, an estimated $25.2M sold.

Based on aggregated 13F filings for Q1 2022.