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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
+$124M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$105M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$56.5M
4
Two Sigma Investments
Two Sigma Investments
New York
+$23.9M
5
Bank of America
Bank of America
North Carolina
+$22.1M

Top Sellers

1
FWIA
Fort Washington Investment Advisors
Ohio
-$21.2M
2
HCC
Hirtle Callaghan & Co
Pennsylvania
-$14.4M
3
OAC
OMERS Administration Corp
Ontario, Canada
-$9.44M
4
SMA
Sage Mountain Advisors
Georgia
-$5.65M
5
First Trust Advisors
First Trust Advisors
Illinois
-$5.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
276
Avior Wealth Management
Nebraska
$12.6K – – –
HCP
277
Hexagon Capital Partners
Arkansas
$12.4K +$9.21K +586 +287%
SPIA
278
Steward Partners Investment Advisory
New York
$11K -$144K -9,144 -93%
BCMLT
279
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.74K -$10.1K -643 -54%
RIL
280
Rothschild Investment LLC
Illinois
$7.86K – – –
EWA
281
EverSource Wealth Advisors
Alabama
$7.37K +$92 +6 +1%
Northwestern Mutual Wealth Management
282
Northwestern Mutual Wealth Management
Wisconsin
$7.32K +$7.32K +466 New
POIA
283
Pin Oak Investment Advisors
Texas
$7K – – –
CAS
284
Coppell Advisory Solutions
Texas
$6.28K +$6.28K +400 New
DAM
285
Delta Asset Management
Tennessee
$4.87K – – –
SS
286
Sunbelt Securities
Texas
$4.62K +$4.62K +294 New
GEA
287
Glen Eagle Advisors
New Jersey
$2.7K +$141 +9 +6%
BTI
288
Blue Trust Inc
Georgia
$2.38K +$2.38K +143 New
TAM
289
Tucker Asset Management
Colorado
$1.23K – – –
GI
290
GAMMA Investing
California
$770 – – –
GRP
291
Global Retirement Partners
California
$94 +$94 +6 New
Fidelity Investments
292
Fidelity Investments
Massachusetts
$47 +$16 +1 +50%
CBA
293
Coastal Bridge Advisors
Connecticut
– -$1.97M -118,676 Closed
IFO
294
Independent Family Office
New York
– -$1.59M -95,500 Closed
EW
295
Evoke Wealth
California
– -$1.2M -71,870 Closed
UCFA
296
United Capital Financial Advisors
Texas
– -$1.07M -64,370 Closed
SG Americas Securities
297
SG Americas Securities
New York
– -$878K -52,820 Closed
PIWA
298
Prevail Innovative Wealth Advisors
Kansas
– -$664K -39,942 Closed
SFS
299
Sowell Financial Services
Arkansas
– -$361K -21,724 Closed
ACGA
300
Atlanta Consulting Group Advisors
Georgia
– -$304K -18,300 Closed
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