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Golub Capital BDC

202 hedge funds and large institutions have $1.06B invested in Golub Capital BDC in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 60 increasing their positions, 64 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 17

62% more call options, than puts

Call options by funds: $808K | Put options by funds: $499K

9% more funds holding

Funds holding: 185202 (+17)

3% more capital invested

Capital invested by funds: $1.03B → $1.06B (+$33.2M)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

0.26% less ownership

Funds ownership: 43.42%43.16% (-0.26%)

6% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 64

Holders
202
Holders Change
+17
Holders Change %
+9.19%
% of All Funds
3.55%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
38
Increased
60
Reduced
64
Closed
17
Calls
$808K
Puts
$499K
Net Calls
+$309K
Net Calls Change
+$460K
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
201
Cullen/Frost Bankers
Texas
$2K +$1.68K +114 New
CFA
202
Carroll Financial Associates
North Carolina
$2K +$2.94K +200 New
Walleye Capital
203
Walleye Capital
New York
$453 +$455K +30,958 New
Two Sigma Advisers
204
Two Sigma Advisers
New York
-$5M -353,900 Closed
RCM
205
Rivernorth Capital Management
Florida
-$2.38M -168,402 Closed
Russell Investments Group
206
Russell Investments Group
United Kingdom
-$1.23M -86,999 Closed
PC
207
Prairiewood Capital
North Dakota
-$895K -63,315 Closed
Tudor Investment Corp
208
Tudor Investment Corp
Connecticut
-$571K -40,416 Closed
DTL
209
Dynamic Technology Lab
Singapore
-$503K -35,566 Closed
QC
210
Quadrature Capital
United Kingdom
-$476K -33,606 Closed
WFI
211
West Family Investments
California
-$384 -27,190 Closed
TG
212
TCW Group
California
-$240K -17,000 Closed
AIM
213
Aigen Investment Management
New York
-$199K -14,050 Closed
ACP
214
Arcus Capital Partners
Georgia
-$181K -12,799 Closed
RMCM
215
Reynders McVeigh Capital Management
Massachusetts
-$157K -11,138 Closed
ASN
216
Advisory Services Network
Georgia
-$121K -8,530 Closed
NSIM
217
North Star Investment Management
Illinois
-$15K -1,074 Closed
NCM
218
New Capital Management
Texas
-$5K -319 Closed
NFG
219
Next Financial Group
Texas
-$1K -75 Closed

GBDC Hedge Fund Activity: Q1 2021 in Review

202 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Golub Capital BDC (GBDC) for Q1 2021, worth a combined $1.06B — up 3.2% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new GBDC positions and 17 closed out — a net gain of 21 holders — while 60 added to existing stakes and 64 trimmed.

The largest buyer was Ares Management, adding an estimated $12.6M. The largest seller was STRS Ohio, cutting an estimated $12.7M.

  • 202 institutional investors held Golub Capital BDC (GBDC) as of Q1 2021, up from 185 in Q4 2020.
  • Funds reported $1.06B of Golub Capital BDC stock for Q1 2021, up 3.2% quarter-over-quarter.
  • 38 funds opened new Golub Capital BDC positions in Q1 2021 and 17 closed out, a net change of +21 holders.
  • The largest Golub Capital BDC buyer in Q1 2021 was Ares Management, an estimated $12.6M added.
  • The largest Golub Capital BDC seller in Q1 2021 was STRS Ohio, an estimated $12.7M sold.

Based on aggregated 13F filings for Q1 2021.