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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
VNA
276
Valley National Advisers
Pennsylvania
$15K
RCM
277
Raleigh Capital Management
North Carolina
$13.9K
AWM
278
Avior Wealth Management
Nebraska
$12.6K
HCP
279
Hexagon Capital Partners
Arkansas
$12.4K +$9.62K +586 +287%
SPIA
280
Steward Partners Investment Advisory
New York
$11K -$150K -9,144 -93%
BCMLT
281
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.73K -$10.6K -643 -54%
RIL
282
Rothschild Investment LLC
Illinois
$7.86K
EWA
283
EverSource Wealth Advisors
Alabama
$7.37K +$99 +6 +1%
Northwestern Mutual Wealth Management
284
Northwestern Mutual Wealth Management
Wisconsin
$7.32K +$7.65K +466 New
POIA
285
Pin Oak Investment Advisors
Texas
$7K
CAS
286
Coppell Advisory Solutions
Texas
$6.28K +$6.57K +400 New
DAM
287
Delta Asset Management
Tennessee
$4.87K
SS
288
Sunbelt Securities
Texas
$4.62K +$4.83K +294 New
GEA
289
Glen Eagle Advisors
New Jersey
$2.7K +$148 +9 +6%
BTI
290
Blue Trust Inc
Georgia
$2.38K +$2.35K +143 New
TAM
291
Tucker Asset Management
Colorado
$1.23K
GI
292
GAMMA Investing
California
$770
GRP
293
Global Retirement Partners
California
$94 +$99 +6 New
Fidelity Investments
294
Fidelity Investments
Massachusetts
$47 +$16 +1 +50%
CBA
295
Coastal Bridge Advisors
Connecticut
-$1.97M -118,676 Closed
IFO
296
Independent Family Office
New York
-$1.59M -95,500 Closed
EW
297
Evoke Wealth
California
-$1.2M -71,870 Closed
UCFA
298
United Capital Financial Advisors
Texas
-$1.07M -64,370 Closed
SG Americas Securities
299
SG Americas Securities
New York
-$878K -52,820 Closed
PIWA
300
Prevail Innovative Wealth Advisors
Kansas
-$664K -39,942 Closed

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.