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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
AA
176
Ancora Advisors
Ohio
$222K +$32.9K +2,125 +17%
Squarepoint
177
Squarepoint
New York
$216K +$220K +14,185 New
NF
178
NTB Financial
Colorado
$213K +$34.9K +2,254 +19%
BFM
179
Boothbay Fund Management
New York
$204K -$89.1K -5,755 -30%
Deutsche Bank
180
Deutsche Bank
Germany
$203K +$4K +258 +2%
MA
181
MAS Advisors
Florida
$200K -$130K -8,387 -39%
CL
182
CPWM LLC
Washington
$193K -$110K -7,078 -36%
SCI
183
Stableford Capital II
Arizona
$189K
AWS
184
Atria Wealth Solutions
New York
$186K +$189K +12,207 New
KAS
185
Kestra Advisory Services
Texas
$185K -$5.78K -373 -3%
T. Rowe Price Associates
186
T. Rowe Price Associates
Maryland
$183K
MWM
187
Mission Wealth Management
California
$180K
NWA
188
New World Advisors
Massachusetts
$180K +$248 +16 +0.1%
CIBC Asset Management
189
CIBC Asset Management
Ontario, Canada
$171K
SIG
190
Sargent Investment Group
Maryland
$171K
RIG
191
Roosevelt Investment Group
New York
$163K +$166K +10,705 New
SCFS
192
S.C. Financial Services
Arizona
$162K
WF
193
Welch & Forbes
Massachusetts
$162K +$165K +10,650 New
GC
194
Grimes & Company
Massachusetts
$160K +$162K +10,494 New
FWM
195
Focused Wealth Management
New York
$144K -$5.9K -381 -4%
KPCM
196
Kings Point Capital Management
New York
$104K
PNC Financial Services Group
197
PNC Financial Services Group
Pennsylvania
$104K
MA
198
Montag & Associates
Georgia
$99K
PI
199
PEAK6 Investments
Illinois
$90K +$38.7K +2,501 +73%
FF
200
FourThought Financial
Florida
$87K -$25.3K -1,634 -22%

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.