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Golub Capital BDC

185 hedge funds and large institutions have $1.03B invested in Golub Capital BDC in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 80 increasing their positions, 33 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 33

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

29% more capital invested

Capital invested by funds: $797M → $1.03B (+$235M)

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

11% more funds holding

Funds holding: 167185 (+18)

10.42% more ownership

Funds ownership: 32.64%43.05% (+10%)

46% less call options, than puts

Call options by funds: $295K | Put options by funds: $543K

Holders
185
Holders Change
+18
Holders Change %
+10.78%
% of All Funds
3.64%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
37
Increased
80
Reduced
33
Closed
17
Calls
$295K
Puts
$543K
Net Calls
-$248K
Net Calls Change
+$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
176
Focused Wealth Management
New York
$4K
APA
177
American Portfolios Advisors
New York
$3.16K
NFG
178
Next Financial Group
Texas
$3K
Barclays
179
Barclays
United Kingdom
$3K +$2.08K +118 +231%
GWMIA
180
Global Wealth Management Investment Advisory
Florida
$2K
MRCM
181
M&R Capital Management
New Jersey
$2K
SFS
182
Sowell Financial Services
Arkansas
$2K
Group One Trading
183
Group One Trading
Illinois
$2K +$1.59K +90 New
JSC
184
Jackson Square Capital
California
$2K +$2.05K +116 New
PGAM
185
Princeton Global Asset Management
New Jersey
$12
Skandinaviska Enskilda Banken (SEB)
186
Skandinaviska Enskilda Banken (SEB)
Sweden
-$1.68M -90,767 Closed
AG
187
AlphaSimPlex Group
Massachusetts
-$1M -54,367 Closed
GCP
188
GSA Capital Partners
United Kingdom
-$474K -25,676 Closed
DTL
189
Dynamic Technology Lab
Singapore
-$417K -22,610 Closed
DIM
190
DC Investments Management
Virginia
-$410K -22,205 Closed
WSC
191
Wellington Shields & Co
New York
-$284K -15,417 Closed
QC
192
Quadrature Capital
United Kingdom
-$202K -10,967 Closed
CANY
193
Caxton Associates (New York)
New York
-$202K -10,960 Closed
MIC
194
Meridian Investment Counsel
California
-$200K -10,823 Closed
EWA
195
Evolution Wealth Advisors
Florida
-$36K -1,945 Closed
UBS AM
196
UBS AM
Illinois
-$31.1K -1,686 Closed
QT
197
Quantamental Technologies
New York
-$21K -1,138 Closed
Marshall Wace
198
Marshall Wace
United Kingdom
-$11K -597 Closed
QCIG
199
Quad-Cities Investment Group
Iowa
-$9K -511 Closed
PO
200
Private Ocean
California
-$10K -490 Closed

GBDC Hedge Fund Activity: Q4 2019 in Review

185 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Golub Capital BDC (GBDC) for Q4 2019, worth a combined $1.03B — up 29% from $797M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new GBDC positions and 17 closed out — a net gain of 20 holders — while 80 added to existing stakes and 33 trimmed.

The largest buyer was Fort Washington Investment Advisors, adding an estimated $25.4M. The largest seller was Zeke Capital Advisors, cutting an estimated $7.97M.

  • 185 institutional investors held Golub Capital BDC (GBDC) as of Q4 2019, up from 167 in Q3 2019.
  • Funds reported $1.03B of Golub Capital BDC stock for Q4 2019, up 29% quarter-over-quarter.
  • 37 funds opened new Golub Capital BDC positions in Q4 2019 and 17 closed out, a net change of +20 holders.
  • The largest Golub Capital BDC buyer in Q4 2019 was Fort Washington Investment Advisors, an estimated $25.4M added.
  • The largest Golub Capital BDC seller in Q4 2019 was Zeke Capital Advisors, an estimated $7.97M sold.

Based on aggregated 13F filings for Q4 2019.