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Golub Capital BDC
GBDC

Overview Fund Activity

292 hedge funds and large institutions have $1.52B invested in Golub Capital BDC in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 131 increasing their positions, 51 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
+41
Holders Change %
+16.33%
% of All Funds
4.25%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
64
Increased
131
Reduced
51
Closed
20
Calls
$1.27M
Puts
$163K
Net Calls
+$1.11M
Net Calls Change
+$648K

Top Buyers

1
SO
STRS Ohio
Ohio
$221M
2
Corient Private Wealth
Corient Private Wealth
Florida
$108M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$63.3M
4
Two Sigma Investments
Two Sigma Investments
New York
$25.8M
5
Bank of America
Bank of America
North Carolina
$39.8M

Top Sellers

1
FWIA
Fort Washington Investment Advisors
Ohio
$2.11M
2
HCC
Hirtle Callaghan & Co
Pennsylvania
$8.82M
3
OAC
OMERS Administration Corp
Ontario, Canada
$41.7M
4
SMA
Sage Mountain Advisors
Georgia
$26.2M
5
First Trust Advisors
First Trust Advisors
Illinois
$2.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
226
Mutual Advisors
Nebraska
$218K +$218K +14,137 New
CAP
227
Columbia Advisory Partners
Washington
$218K +$218K +13,879 New
RBC
228
Romano Brothers & Co
Illinois
$218K – – –
BFA
229
Beaumont Financial Advisors
Massachusetts
$208K +$7.35K +468 +4%
MWM
230
Mattern Wealth Management
Kansas
$204K – – –
Wealthfront Advisers
231
Wealthfront Advisers
California
$204K +$157 +10 +0.1%
FIA
232
Foundations Investment Advisors
Arizona
$201K +$19K +1,212 +10%
SW
233
Simplicity Wealth
New Jersey
$192K +$192K +12,216 New
BFG
234
Bleakley Financial Group
New Jersey
$192K +$192K +12,216 New
MWM
235
Mission Wealth Management
California
$192K -$15.7K -1,000 -8%
MA
236
MAS Advisors
Florida
$191K -$7.16K -456 -4%
IA
237
IFP Advisors
Florida
$190K +$173K +11,005 +1,012%
KAS
238
Kestra Advisory Services
Texas
$187K -$35K -2,228 -16%
CWM
239
Cornerstone Wealth Management
Missouri
$185K +$185K +11,787 New
CG
240
CFO4Life Group
Texas
$179K +$6.96K +443 +4%
EGM
241
Engineers Gate Manager
New York
$176K +$176K +11,212 New
US Bancorp
242
US Bancorp
Minnesota
$175K -$7.46K -475 -4%
FAFN
243
First Affirmative Financial Network
Colorado
$171K +$6.93K +441 +4%
SWP
244
Strategic Wealth Partners
Ohio
$167K -$12.9K -821 -7%
PWM
245
Perigon Wealth Management
California
$165K +$1.29K +82 +0.8%
IA
246
IFG Advisory
Georgia
$159K +$159K +10,120 New
FWM
247
Focused Wealth Management
New York
$159K +$159K +10,094 New
BAMF
248
BI Asset Management Fondsmaeglerselskab
Denmark
$153K -$282K -17,874 -65%
LFG
249
Larson Financial Group
Missouri
$151K – – –
IAIM
250
International Assets Investment Management
Florida
$121K +$121K +7,693 New
8 9
10
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