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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
ACM
51
Advisors Capital Management
New Jersey
$5.26M +$90.9K +5,538 +2%
UBS AM
52
UBS AM
Illinois
$5.1M +$5.33M +324,605 New
PC
53
Prairiewood Capital
North Dakota
$5.06M -$239K -14,526 -4%
SFBLI
54
Southern Farm Bureau Life Insurance
Mississippi
$4.84M +$5.06M +307,988 New
Stifel Financial
55
Stifel Financial
Missouri
$4.84M +$881K +53,667 +21%
Franklin Resources
56
Franklin Resources
California
$4.81M +$877K +53,382 +21%
CCM
57
Condor Capital Management
New Jersey
$4.7M +$877K +53,434 +22%
MHS
58
M Holdings Securities
Oregon
$4.7M +$312K +19,018 +7%
LPL Financial
59
LPL Financial
California
$4.69M +$95.2K +5,797 +2%
MFG
60
Merit Financial Group
Georgia
$4.65M
CIBC Private Wealth Group
61
CIBC Private Wealth Group
Georgia
$4.59M -$829K -50,495 -15%
CAM
62
Cresset Asset Management
Illinois
$4.56M +$3.49M +212,621 +273%
Pathstone Holdings
63
Pathstone Holdings
New Jersey
$4.47M +$568K +34,600 +14%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$4.1M +$565K +34,439 +15%
Jane Street
65
Jane Street
New York
$3.92M +$3.55M +215,953 +639%
CFO
66
Callan Family Office
Pennsylvania
$3.83M +$4.01M +244,112 New
Connor, Clark & Lunn Investment Management (CC&L)
67
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.72M +$575K +35,029 +17%
NEAM
68
New England Asset Management
Connecticut
$3.66M
CCM
69
Callodine Capital Management
Massachusetts
$3.53M -$1.23M -75,000 -25%
DADC
70
D.A. Davidson & Co
Montana
$3.5M +$517K +31,497 +16%
PA
71
Parallel Advisors
California
$3.34M +$257K +15,642 +8%
JF
72
Jump Financial
Illinois
$3.34M +$2.94M +179,125 +538%
HWAM
73
Hennion & Walsh Asset Management
New Jersey
$3.26M +$520K +31,696 +18%
Brown Advisory
74
Brown Advisory
Maryland
$3.06M +$1.05M +63,811 +49%
D.E. Shaw & Co
75
D.E. Shaw & Co
New York
$3M +$3.13M +190,735 New

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.