GBDC icon

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 %
HNB
251
Huntington National Bank
Ohio
$81.7K +$81.7K +5,200 New
BBHC
252
Brown Brothers Harriman & Co
New York
$70.7K +$70.7K +4,499 New
QL
253
Quarry LP
New York
$60.8K +$60.8K +3,868 New
CFD
254
Creative Financial Designs
Indiana
$59.1K – – –
BCM
255
Basso Capital Management
Connecticut
$51.8K – – –
CA
256
Clearstead Advisors
Ohio
$48.2K – – –
HIM
257
Hillsdale Investment Management
Ontario, Canada
$44.5K +$2.99K +190 +7%
AF
258
Advisornet Financial
Minnesota
$41.5K +$7.86K +500 +23%
SOW
259
State of Wyoming
Wyoming
$40.7K -$42.3K -2,692 -51%
CSC
260
Cove Street Capital
California
$39K +$39K +2,500 New
PFBT
261
Parkside Financial Bank & Trust
Missouri
$34.5K +$2.01K +128 +6%
PTC
262
Private Trust Company
Ohio
$34.5K – – –
AA
263
Ancora Advisors
Ohio
$33.4K – – –
UFF
264
USA Financial Formulas
Michigan
$32.3K -$14.2K -904 -31%
MA
265
Montag & Associates
Georgia
$31.4K – – –
Nomura Asset Management
266
Nomura Asset Management
Japan
$30.8K – – –
AAG
267
Armstrong Advisory Group
Massachusetts
$29.6K – – –
SWM
268
Spire Wealth Management
Virginia
$28.2K +$28.2K +1,796 New
SVCP
269
Silicon Valley Capital Partners
California
$18.9K +$18.9K +1,202 New
ATPW
270
Ashton Thomas Private Wealth
Arizona
$18.9K +$18.9K +1,200 New
WWP
271
WR Wealth Planners
Missouri
$18.9K +$18.9K +1,200 New
QCG
272
Quadrant Capital Group
Ohio
$18.8K – – –
AF
273
Allworth Financial
California
$15.4K -$588 -38 -4%
VNA
274
Valley National Advisers
Pennsylvania
$15K – – –
RCM
275
Raleigh Capital Management
North Carolina
$13.9K – – –
9 10
11
12 13