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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
$221M
2
Corient Private Wealth
Corient Private Wealth
Florida
$108M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$63.3M
4
Two Sigma Investments
Two Sigma Investments
New York
$25.8M
5
Bank of America
Bank of America
North Carolina
$39.8M

Top Sellers

1
FWIA
Fort Washington Investment Advisors
Ohio
$2.11M
2
HCC
Hirtle Callaghan & Co
Pennsylvania
$8.82M
3
OAC
OMERS Administration Corp
Ontario, Canada
$41.7M
4
SMA
Sage Mountain Advisors
Georgia
$26.2M
5
First Trust Advisors
First Trust Advisors
Illinois
$2.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
51
Advisors Capital Management
New Jersey
$5.26M +$87K +5,538 +2%
UBS AM
52
UBS AM
Illinois
$5.1M +$5.1M +324,605 New
PC
53
Prairiewood Capital
North Dakota
$5.06M -$228K -14,526 -4%
SFBLI
54
Southern Farm Bureau Life Insurance
Mississippi
$4.84M +$4.84M +307,988 New
Stifel Financial
55
Stifel Financial
Missouri
$4.84M +$843K +53,667 +21%
Franklin Resources
56
Franklin Resources
California
$4.81M +$839K +53,382 +21%
CCM
57
Condor Capital Management
New Jersey
$4.7M +$839K +53,434 +22%
MHS
58
M Holdings Securities
Oregon
$4.7M +$299K +19,018 +7%
LPL Financial
59
LPL Financial
California
$4.69M +$91.1K +5,797 +2%
MFG
60
Merit Financial Group
Georgia
$4.65M – – –
CIBC Private Wealth Group
61
CIBC Private Wealth Group
Georgia
$4.59M -$804K -50,495 -15%
CAM
62
Cresset Asset Management
Illinois
$4.56M +$3.34M +212,621 +273%
Pathstone Holdings
63
Pathstone Holdings
New Jersey
$4.47M +$544K +34,600 +14%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$4.1M +$541K +34,439 +15%
Jane Street
65
Jane Street
New York
$3.92M +$3.39M +215,953 +639%
CFO
66
Callan Family Office
Pennsylvania
$3.84M +$3.84M +244,112 New
Connor, Clark & Lunn Investment Management (CC&L)
67
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.72M +$550K +35,029 +17%
NEAM
68
New England Asset Management
Connecticut
$3.66M – – –
CCM
69
Callodine Capital Management
Massachusetts
$3.53M -$1.18M -75,000 -25%
DADC
70
D.A. Davidson & Co
Montana
$3.5M +$495K +31,497 +16%
PA
71
Parallel Advisors
California
$3.34M +$246K +15,642 +8%
JF
72
Jump Financial
Illinois
$3.34M +$2.81M +179,125 +538%
HWAM
73
Hennion & Walsh Asset Management
New Jersey
$3.26M +$498K +31,696 +18%
Brown Advisory
74
Brown Advisory
Maryland
$3.06M +$1M +63,811 +49%
D.E. Shaw & Co
75
D.E. Shaw & Co
New York
$3M +$3M +190,735 New
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3
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