We are live on ! Find out more
GBDC icon

Golub Capital BDC

252 hedge funds and large institutions have $1.09B invested in Golub Capital BDC in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 113 increasing their positions, 60 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 60

85% more call options, than puts

Call options by funds: $1.01M | Put options by funds: $545K

3% more capital invested

Capital invested by funds: $1.06B → $1.09B (+$32.3M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

3% less funds holding

Funds holding: 260252 (-8)

3.32% less ownership

Funds ownership: 41.29%37.97% (-3.3%)

11% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 35

Holders
252
Holders Change
-8
Holders Change %
-3.08%
% of All Funds
3.63%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
31
Increased
113
Reduced
60
Closed
35
Calls
$1.01M
Puts
$545K
Net Calls
+$462K
Net Calls Change
-$480K
Name Holding Trade Value Shares
Change
Change in
Stake
MC
26
Muzinich & Co
New York
$8.97M
GFL
27
Granite FO LLC
New Hampshire
$8.86M +$6.23M +398,755 +208%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$8.49M +$4.95M +316,594 +163%
First Trust Advisors
29
First Trust Advisors
Illinois
$8.4M +$2.41M +154,478 +44%
Two Sigma Advisers
30
Two Sigma Advisers
New York
$8.4M -$881K -56,400 -10%
MCM
31
McKinley Capital Management
Alaska
$8.12M +$190K +12,184 +3%
Citadel Advisors
32
Citadel Advisors
Florida
$7.67M +$2.65M +169,319 +58%
ECG
33
Edge Capital Group
Georgia
$7.4M +$99.8K +6,389 +1%
C
34
Cliffwater
California
$7.23M -$4.88M -312,242 -41%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$7.2M -$2.69M -172,263 -28%
SAM
36
Shikiar Asset Management
New York
$6.81M +$1.05M +67,000 +20%
Neuberger Berman Group
37
Neuberger Berman Group
New York
$5.97M +$221K +14,156 +4%
TP
38
Tranquility Partners
Tennessee
$5.71M +$63.1K +4,036 +1%
CIBC Private Wealth Group
39
CIBC Private Wealth Group
Georgia
$5.6M +$4.42K +283 +0.1%
PC
40
Prairiewood Capital
North Dakota
$5.6M +$279K +17,884 +6%
CIM
41
Confluence Investment Management
Missouri
$5.51M -$325K -20,789 -6%
Citigroup
42
Citigroup
New York
$5.51M
UBS Group
43
UBS Group
Switzerland
$5.49M -$639K -40,887 -11%
ACM
44
Advisors Capital Management
New Jersey
$5.47M -$63.8K -4,085 -1%
CS
45
Credit Suisse
Switzerland
$5.4M
Baillie Gifford & Co
46
Baillie Gifford & Co
United Kingdom
$5.11M +$1.31M +83,787 +37%
MFG
47
Merit Financial Group
Georgia
$4.99M +$4.62M +295,706 New
CCM
48
Callodine Capital Management
Massachusetts
$4.99M -$650K -41,628 -12%
LPL Financial
49
LPL Financial
California
$4.87M +$298K +19,056 +7%
MHS
50
M Holdings Securities
Oregon
$4.66M +$215K +13,787 +5%

GBDC Hedge Fund Activity: Q1 2024 in Review

252 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Golub Capital BDC (GBDC) for Q1 2024, worth a combined $1.09B — up 3.1% from $1.06B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of GBDC and 31 opened new positions — a net loss of 4 holders — while 60 trimmed existing stakes and 113 added.

The largest buyer was Boston Partners, opening a new position worth an estimated $11.3M. The largest seller was STRS Ohio, cutting an estimated $49.2M.

  • 252 institutional investors held Golub Capital BDC (GBDC) as of Q1 2024, down from 260 in Q4 2023.
  • Funds reported $1.09B of Golub Capital BDC stock for Q1 2024, up 3.1% quarter-over-quarter.
  • 31 funds opened new Golub Capital BDC positions in Q1 2024 and 35 closed out, a net change of -4 holders.
  • The largest Golub Capital BDC buyer in Q1 2024 was Boston Partners, an estimated $11.3M added.
  • The largest Golub Capital BDC seller in Q1 2024 was STRS Ohio, an estimated $49.2M sold.

Based on aggregated 13F filings for Q1 2024.