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Golub Capital BDC

185 hedge funds and large institutions have $1.03B invested in Golub Capital BDC in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 80 increasing their positions, 33 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 33

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

29% more capital invested

Capital invested by funds: $797M → $1.03B (+$235M)

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

11% more funds holding

Funds holding: 167185 (+18)

10.42% more ownership

Funds ownership: 32.64%43.05% (+10%)

46% less call options, than puts

Call options by funds: $295K | Put options by funds: $543K

Holders
185
Holders Change
+18
Holders Change %
+10.78%
% of All Funds
3.64%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
37
Increased
80
Reduced
33
Closed
17
Calls
$295K
Puts
$543K
Net Calls
-$248K
Net Calls Change
+$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
SO
1
STRS Ohio
Ohio
$293M +$7.26M +411,510 +3%
UBS Group
2
UBS Group
Switzerland
$39.9M +$18.3M +1,036,726 +89%
SI
3
Stephens Inc
Arkansas
$36.4M +$19.7M +1,116,050 +124%
SWPG
4
Strategic Wealth Partners Group
Illinois
$33.3M +$801K +45,409 +3%
CCP
5
Clough Capital Partners
Massachusetts
$32M +$11.2M +636,389 +56%
Wells Fargo
6
Wells Fargo
California
$29.9M +$782K +44,321 +3%
FWIA
7
Fort Washington Investment Advisors
Ohio
$29.9M +$25.4M +1,439,725 +672%
FIM
8
Frontier Investment Management
Texas
$29.1M +$2.34M +132,850 +9%
C
9
Cliffwater
California
$26M +$15.4M +874,967 +155%
SIS
10
Sound Income Strategies
Florida
$25.1M +$3.19M +180,759 +15%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$24.4M +$22.5M +1,272,826 +1,682%
OAC
12
OMERS Administration Corp
Ontario, Canada
$23.4M +$9.25M +524,241 +68%
RC
13
RegentAtlantic Capital
New Jersey
$23.1M +$7.69M +435,840 +52%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$21.3M +$2.17M +123,070 +12%
RFA
15
Radnor Financial Advisors
Pennsylvania
$21M +$20.5M +1,159,544 New
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$18.6M +$10.8M +613,309 +147%
Millennium Management
17
Millennium Management
New York
$15.4M +$13.4M +761,902 +850%
MC
18
Muzinich & Co
New York
$13.4M +$55.2K +3,130 +0.4%
VanEck Associates
19
VanEck Associates
New York
$13.2M +$5.27M +298,417 +69%
Legal & General Group
20
Legal & General Group
United Kingdom
$12.7M +$6.85M +388,467 +123%
CIM
21
Confluence Investment Management
Missouri
$11.5M -$64.6K -3,660 -0.6%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$10.3M +$8.09M +458,402 +418%
AL
23
Arnhold LLC
New York
$9.92M -$146K -8,270 -1%
Morgan Stanley
24
Morgan Stanley
New York
$9.79M +$2.53M +143,200 +36%
HighTower Advisors
25
HighTower Advisors
Illinois
$9.75M +$1.2M +67,797 +14%

GBDC Hedge Fund Activity: Q4 2019 in Review

185 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Golub Capital BDC (GBDC) for Q4 2019, worth a combined $1.03B — up 29% from $797M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new GBDC positions and 17 closed out — a net gain of 20 holders — while 80 added to existing stakes and 33 trimmed.

The largest buyer was Fort Washington Investment Advisors, adding an estimated $25.4M. The largest seller was Zeke Capital Advisors, cutting an estimated $7.97M.

  • 185 institutional investors held Golub Capital BDC (GBDC) as of Q4 2019, up from 167 in Q3 2019.
  • Funds reported $1.03B of Golub Capital BDC stock for Q4 2019, up 29% quarter-over-quarter.
  • 37 funds opened new Golub Capital BDC positions in Q4 2019 and 17 closed out, a net change of +20 holders.
  • The largest Golub Capital BDC buyer in Q4 2019 was Fort Washington Investment Advisors, an estimated $25.4M added.
  • The largest Golub Capital BDC seller in Q4 2019 was Zeke Capital Advisors, an estimated $7.97M sold.

Based on aggregated 13F filings for Q4 2019.