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Golub Capital BDC

159 hedge funds and large institutions have $412M invested in Golub Capital BDC in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 58 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

75,100% more call options, than puts

Call options by funds: $752K | Put options by funds: $1K

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

29% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 45

3% more funds holding

Funds holding: 155159 (+4)

0.59% less ownership

Funds ownership: 38.74%38.15% (-0.59%)

2% less capital invested

Capital invested by funds: $418M → $412M (-$6.35M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
159
Holders Change
+4
Holders Change %
+2.58%
% of All Funds
3.44%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
22
Increased
58
Reduced
45
Closed
16
Calls
$752K
Puts
$1K
Net Calls
+$751K
Net Calls Change
+$2K

GBDC Hedge Fund Activity: Q2 2019 in Review

159 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Golub Capital BDC (GBDC) for Q2 2019, worth a combined $412M — down 1.5% from $418M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new GBDC positions and 16 closed out — a net gain of 6 holders — while 58 added to existing stakes and 45 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $18.5M. The largest seller was MRA Associates USA, cutting an estimated $35.3M.

  • 159 institutional investors held Golub Capital BDC (GBDC) as of Q2 2019, up from 155 in Q1 2019.
  • Funds reported $412M of Golub Capital BDC stock for Q2 2019, down 1.5% quarter-over-quarter.
  • 22 funds opened new Golub Capital BDC positions in Q2 2019 and 16 closed out, a net change of +6 holders.
  • The largest Golub Capital BDC buyer in Q2 2019 was Schroder Investment Management Group, an estimated $18.5M added.
  • The largest Golub Capital BDC seller in Q2 2019 was MRA Associates USA, an estimated $35.3M sold.

Based on aggregated 13F filings for Q2 2019.