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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
TA
151
Tiedemann Advisors
New York
$377K
CC
152
Claybrook Capital
Massachusetts
$353K
DTL
153
Dynamic Technology Lab
Singapore
$350K +$170K +11,983 +101%
ProShare Advisors
154
ProShare Advisors
Maryland
$344K -$62.9K -4,433 -16%
Cambridge Investment Research Advisors
155
Cambridge Investment Research Advisors
Iowa
$342K +$52.1K +3,676 +19%
FRM
156
Fox Run Management
Connecticut
$328K +$317K +22,368 New
PC
157
Port Capital
Illinois
$323K
Manulife (Manufacturers Life Insurance)
158
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$320K +$309K +21,806 New
EGA
159
Eagle Global Advisors
Texas
$317K
NG
160
Northstar Group
New York
$316K
FIM
161
Freedom Investment Management
Connecticut
$312K +$302K +21,287 New
OBWG
162
Onyx Bridge Wealth Group
New York
$312K -$18.2K -1,281 -6%
OMC
163
Overbrook Management Corp
New York
$311K
M&T Bank
164
M&T Bank
New York
$311K
ECM
165
Evergreen Capital Management
Washington
$295K -$3.9K -275 -1%
UB
166
UMB Bank
Missouri
$271K
NA
167
Navellier & Associates
Nevada
$270K +$261K +18,403 New
Comerica Bank
168
Comerica Bank
Texas
$265K +$256K +18,072 New
NWA
169
New World Advisors
Massachusetts
$263K +$84.8K +5,975 +50%
MML Investors Services
170
MML Investors Services
Massachusetts
$262K +$24.6K +1,732 +11%
RJFSA
171
Raymond James Financial Services Advisors
Florida
$257K +$41.3K +2,909 +20%
PAG
172
Private Advisor Group
New Jersey
$256K +$248K +17,480 New
SWP
173
Strategic Wealth Partners
Ohio
$254K -$27.4K -1,930 -10%
CPIG
174
Chicago Partners Investment Group
Illinois
$252K +$16.6K +1,169 +7%
NCM
175
Novare Capital Management
North Carolina
$245K

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.