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Golub Capital BDC

294 hedge funds and large institutions have $1.52B invested in Golub Capital BDC in 2024 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 132 increasing their positions, 51 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

681% more call options, than puts

Call options by funds: $1.27M | Put options by funds: $163K

225% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 20

159% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 51

40% more capital invested

Capital invested by funds: $1.09B → $1.52B (+$431M)

17% more funds holding

Funds holding: 252294 (+42)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1.48% less ownership

Funds ownership: 37.97%36.49% (-1.5%)

Holders
294
Holders Change
+42
Holders Change %
+16.67%
% 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
65
Increased
132
Reduced
51
Closed
20
Calls
$1.27M
Puts
$163K
Net Calls
+$1.11M
Net Calls Change
+$648K
Name Holding Trade Value Shares
Change
Change in
Stake
LA
226
Legacy Advisors
Pennsylvania
$222K +$232K +14,100 New
BNP Paribas Financial Markets
227
BNP Paribas Financial Markets
France
$219K +$115K +7,028 +102%
MA
228
Mutual Advisors
Nebraska
$218K +$232K +14,137 New
CAP
229
Columbia Advisory Partners
Washington
$218K +$228K +13,879 New
RBC
230
Romano Brothers & Co
Illinois
$218K
BFA
231
Beaumont Financial Advisors
Massachusetts
$208K +$7.68K +468 +4%
MWM
232
Mattern Wealth Management
Kansas
$204K
Wealthfront Advisers
233
Wealthfront Advisers
California
$204K +$164 +10 +0.1%
FIA
234
Foundations Investment Advisors
Arizona
$201K +$19.9K +1,212 +10%
BFG
235
Bleakley Financial Group
New Jersey
$192K +$201K +12,216 New
SW
236
Simplicity Wealth
New Jersey
$192K +$201K +12,216 New
MWM
237
Mission Wealth Management
California
$192K -$16.4K -1,000 -8%
MA
238
MAS Advisors
Florida
$191K -$7.49K -456 -4%
IA
239
IFP Advisors
Florida
$190K +$181K +11,005 +1,012%
KAS
240
Kestra Advisory Services
Texas
$187K -$36.6K -2,228 -16%
CWM
241
Cornerstone Wealth Management
Missouri
$185K +$194K +11,787 New
CG
242
CFO4Life Group
Texas
$179K +$7.27K +443 +4%
EGM
243
Engineers Gate Manager
New York
$176K +$184K +11,212 New
US Bancorp
244
US Bancorp
Minnesota
$175K -$7.8K -475 -4%
FAFN
245
First Affirmative Financial Network
Colorado
$171K +$7.24K +441 +4%
SWP
246
Strategic Wealth Partners
Ohio
$167K -$13.5K -821 -7%
PWM
247
Perigon Wealth Management
California
$165K +$1.35K +82 +0.8%
IA
248
IFG Advisory
Georgia
$159K +$166K +10,120 New
FWM
249
Focused Wealth Management
New York
$159K +$166K +10,094 New
BAMF
250
BI Asset Management Fondsmaeglerselskab
Denmark
$153K -$293K -17,874 -65%

GBDC Hedge Fund Activity: Q2 2024 in Review

294 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Golub Capital BDC (GBDC) for Q2 2024, worth a combined $1.52B — up 40% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new GBDC positions and 20 closed out — a net gain of 45 holders — while 132 added to existing stakes and 51 trimmed.

The largest buyer was STRS Ohio, adding an estimated $130M. The largest seller was Fort Washington Investment Advisors, cutting an estimated $22.2M.

  • 294 institutional investors held Golub Capital BDC (GBDC) as of Q2 2024, up from 252 in Q1 2024.
  • Funds reported $1.52B of Golub Capital BDC stock for Q2 2024, up 40% quarter-over-quarter.
  • 65 funds opened new Golub Capital BDC positions in Q2 2024 and 20 closed out, a net change of +45 holders.
  • The largest Golub Capital BDC buyer in Q2 2024 was STRS Ohio, an estimated $130M added.
  • The largest Golub Capital BDC seller in Q2 2024 was Fort Washington Investment Advisors, an estimated $22.2M sold.

Based on aggregated 13F filings for Q2 2024.