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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
BlackRock
26
BlackRock
New York
$12.3M +$87.4K +5,324 +0.7%
NCM
27
Next Capital Management
New York
$12.1M +$8.33M +507,377 +192%
Qube Research & Technologies (QRT)
28
Qube Research & Technologies (QRT)
United Kingdom
$11.3M +$11.7M +714,638 +10,006%
Wells Fargo
29
Wells Fargo
California
$11.3M -$688K -41,912 -6%
Boston Partners
30
Boston Partners
Massachusetts
$10.9M -$472K -28,718 -4%
MC
31
Muzinich & Co
New York
$10.2M +$945K +57,559 +10%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$10.1M +$306K +18,615 +3%
HighTower Advisors
33
HighTower Advisors
Illinois
$10M -$1.96M -119,587 -16%
ECG
34
Edge Capital Group
Georgia
$9.97M +$3.11M +189,208 +43%
1832 Asset Management
35
1832 Asset Management
Ontario, Canada
$9.43M +$9.85M +600,000 New
HCC
36
Hirtle Callaghan & Co
Pennsylvania
$8.82M
GFL
37
Granite FO LLC
New Hampshire
$8.13M -$1.2M -73,151 -12%
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$7.98M -$38.8K -2,361 -0.5%
Baillie Gifford & Co
39
Baillie Gifford & Co
United Kingdom
$7.95M +$3.26M +198,473 +65%
MCM
40
McKinley Capital Management
Alaska
$7.7M +$38.3K +2,334 +0.5%
UBS Group
41
UBS Group
Switzerland
$6.79M +$1.68M +102,204 +31%
HF
42
HRT Financial
New York
$6.79M +$5.38M +327,739 +314%
TG
43
TCW Group
California
$6.77M +$2.73M +166,480 +63%
SAM
44
Shikiar Asset Management
New York
$6.49M +$59.1K +3,600 +0.9%
HWM
45
HB Wealth Management
Georgia
$6.04M +$4.25M +258,661 +205%
CSS
46
Cubist Systematic Strategies
Connecticut
$5.85M +$6.11M +372,076 New
Neuberger Berman Group
47
Neuberger Berman Group
New York
$5.53M -$77.4K -4,712 -1%
TP
48
Tranquility Partners
Tennessee
$5.45M +$57.1K +3,479 +1%
Citigroup
49
Citigroup
New York
$5.3M +$97.5K +5,939 +2%
CIM
50
Confluence Investment Management
Missouri
$5.28M +$79.4K +4,835 +1%

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.