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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
LSA
201
Leonteq Securities AG
Switzerland
$74.5K +$19K +1,228 +33%
CWM
202
Cedar Wealth Management
California
$68K
BLC
203
Brown, Lisle/Cummings
Rhode Island
$63.3K
CAGAS
204
Capital Advisory Group Advisory Services
Minnesota
$43K +$43.4K +2,800 New
IA
205
IFP Advisors
Florida
$42K +$34.4K +2,224 New
HS
206
Horan Securities
United States
$41K +$41.4K +2,671 New
FFWM
207
Future Financial Wealth Management
Ohio
$35K
CA
208
Clearstead Advisors
Ohio
$30K +$31K +2,000 New
Koshinski Asset Management
209
Koshinski Asset Management
Illinois
$25.5K +$511 +33 +2%
1IA
210
1834 Investment Advisors
Wisconsin
$25K
Lazard Asset Management
211
Lazard Asset Management
New York
$25K
Simplex Trading
212
Simplex Trading
Illinois
$25K +$25.6K +1,655 New
CWC
213
Carolinas Wealth Consulting
North Carolina
$20K +$387 +25 +2%
GEA
214
Glen Eagle Advisors
New Jersey
$19.1K
TRCT
215
Tower Research Capital (TRC)
New York
$15K -$46.3K -2,990 -75%
ACM
216
Aquatic Capital Management
Illinois
$14K -$17K -1,100 -55%
EWM
217
Endurance Wealth Management
Rhode Island
$12K
Group One Trading
218
Group One Trading
Illinois
$12K +$12.4K +800 New
SPIA
219
Steward Partners Investment Advisory
New York
$11K
MC
220
Muzinich & Co
New York
$10.5K -$451K -29,104 -4%
AC
221
Amitell Capital
Singapore
$10K -$3.69M -238,043 -100%
FHA
222
First Horizon Advisors
Tennessee
$8K
BCMLT
223
Beacon Capital Management LLC (Tennessee)
Tennessee
$8K +$8.61K +556 New
POIA
224
Pin Oak Investment Advisors
Texas
$7K
TAM
225
Tucker Asset Management
Colorado
$5.43K

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.