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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
LFG
251
Larson Financial Group
Missouri
$151K
IAIM
252
International Assets Investment Management
Florida
$121K +$126K +7,693 New
HNB
253
Huntington National Bank
Ohio
$81.7K +$85.4K +5,200 New
BBHC
254
Brown Brothers Harriman & Co
New York
$70.7K +$73.9K +4,499 New
QL
255
Quarry LP
New York
$60.8K +$63.5K +3,868 New
CFD
256
Creative Financial Designs
Indiana
$59.1K
BCM
257
Basso Capital Management
Connecticut
$51.8K
CA
258
Clearstead Advisors
Ohio
$48.2K
HIM
259
Hillsdale Investment Management
Ontario, Canada
$44.5K +$3.12K +190 +7%
AF
260
Advisornet Financial
Minnesota
$41.5K +$8.21K +500 +23%
SOW
261
State of Wyoming
Wyoming
$40.7K -$44.2K -2,692 -51%
CSC
262
Cove Street Capital
California
$39K +$41K +2,500 New
PFBT
263
Parkside Financial Bank & Trust
Missouri
$34.5K +$2.1K +128 +6%
PTC
264
Private Trust Company
Ohio
$34.5K
AA
265
Ancora Advisors
Ohio
$33.4K
UFF
266
USA Financial Formulas
Michigan
$32.3K -$14.8K -904 -31%
MA
267
Montag & Associates
Georgia
$31.4K
Nomura Asset Management
268
Nomura Asset Management
Japan
$30.8K
AAG
269
Armstrong Advisory Group
Massachusetts
$29.6K
SWM
270
Spire Wealth Management
Virginia
$28.2K +$29.5K +1,796 New
SVCP
271
Silicon Valley Capital Partners
California
$18.9K +$19.7K +1,202 New
ATPW
272
Ashton Thomas Private Wealth
Arizona
$18.9K +$19.7K +1,200 New
WWP
273
WR Wealth Planners
Missouri
$18.9K +$19.7K +1,200 New
QCG
274
Quadrant Capital Group
Ohio
$18.8K
AF
275
Allworth Financial
California
$15.4K -$624 -38 -4%

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.