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Golub Capital BDC
GBDC

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: 252 → 294 (+42)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (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

Top Buyers

Rank Fund Capital Flow
1
SO
STRS Ohio
Ohio
+$130M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$110M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$59.1M
4
Two Sigma Investments
Two Sigma Investments
New York
+$25M
5
Bank of America
Bank of America
North Carolina
+$23.1M

Top Sellers

Rank Fund Capital Flow
1
FWIA
Fort Washington Investment Advisors
Ohio
-$22.2M
2
OAC
OMERS Administration Corp
Ontario, Canada
-$9.87M
3
SMA
Sage Mountain Advisors
Georgia
-$5.9M
4
First Trust Advisors
First Trust Advisors
Illinois
-$5.24M
5
C
Cliffwater
California
-$4.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
301
Sowell Financial Services
Arkansas
– -$361K -21,724 Closed
ACGA
302
Atlanta Consulting Group Advisors
Georgia
– -$304K -18,300 Closed
PWS
303
Precision Wealth Strategies
Missouri
– -$224K -13,449 Closed
Mercer Global Advisors
304
Mercer Global Advisors
Colorado
– -$202K -12,145 Closed
GC
305
Grimes & Company
Massachusetts
– -$195K -11,756 Closed
OC
306
Oppenheimer & Co
New York
– -$192K -11,571 Closed
CWM
307
Cherrydale Wealth Management
New Jersey
– -$178K -10,730 Closed
LA
308
Latitude Advisors
Florida
– -$171K -10,307 Closed
AWM
309
Axxcess Wealth Management
California
– -$166K -10,000 Closed
NC
310
nVerses Capital
Florida
– -$105K -6,300 Closed
FFWM
311
Future Financial Wealth Management
Ohio
– -$38.2K -2,300 Closed
FGAM
312
Financial Gravity Asset Management
Texas
– -$3.1K -186 Closed
Group One Trading
313
Group One Trading
Illinois
– -$2.94K -177 Closed
PS
314
Principal Securities
Iowa
– -$1.53K -92 Closed
9 10 11 12
13

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.