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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
BHPW
176
Beverly Hills Private Wealth
California
$244K +$369 +26 +0.2%
AWM
177
Axxcess Wealth Management
California
$232K -$2.26M -159,169 -91%
WANY
178
Wealthspire Advisors (New York)
New York
$228K +$220K +15,520 New
SFS
179
Sowell Financial Services
Arkansas
$227K +$14 +1 +0%
IIA
180
IPG Investment Advisors
California
$226K
QC
181
Quent Capital
New York
$225K
PVI
182
Pine Valley Investments
New Jersey
$224K -$17.1K -1,209 -7%
CWP
183
Core Wealth Partners
California
$221K
Jane Street
184
Jane Street
New York
$219K +$211K +14,909 New
HF
185
HRT Financial
New York
$218K +$35.9K +2,530 +20%
QC
186
Quadrature Capital
United Kingdom
$216K +$209K +14,716 New
ACM
187
Ayrshire Capital Management
Connecticut
$215K -$12.5K -884 -6%
RBC
188
Romano Brothers & Co
Illinois
$209K
WA
189
Wambolt & Associates
Colorado
$206K -$13.2K -933 -6%
Creative Planning
190
Creative Planning
Kansas
$203K -$128 -9 -0.1%
NW
191
Naviter Wealth
Arkansas
$199K -$21.3K -1,500 -10%
CG
192
CFO4Life Group
Texas
$193K -$270 -19 -0.1%
MWM
193
Mission Wealth Management
California
$189K +$709 +50 +0.4%
KAS
194
Kestra Advisory Services
Texas
$188K +$3.11K +219 +2%
JF
195
Jump Financial
Illinois
$186K +$4.06K +286 +2%
AWS
196
Atria Wealth Solutions
New York
$186K
CCIA
197
Campbell & Co Investment Adviser
Maryland
$183K +$177K +12,495 New
NB
198
NBT Bank
New York
$180K +$174K +12,300 New
BFA
199
Beaumont Financial Advisors
Massachusetts
$180K +$3.02K +213 +2%
Susquehanna International Group
200
Susquehanna International Group
Pennsylvania
$174K +$169K +11,893 New

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.