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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
AWC
76
Abundance Wealth Counselors
Pennsylvania
$2.94M +$2.29M +139,212 +289%
First Trust Advisors
77
First Trust Advisors
Illinois
$2.93M -$5.24M -318,959 -63%
EWA
78
EP Wealth Advisors
California
$2.91M +$755 +46 +0%
SCA
79
Snowden Capital Advisors
New York
$2.9M +$1.56K +95 +0.1%
NW
80
Naviter Wealth
Arkansas
$2.74M +$486K +29,610 +20%
UAG
81
United Advisor Group
Ohio
$2.71M +$168K +10,247 +6%
Canada Life
82
Canada Life
Manitoba, Canada
$2.63M +$86.5K +5,269 +3%
IC
83
IEQ Capital
California
$2.52M +$8.06K +491 +0.3%
WC
84
Waterloo Capital
Texas
$2.5M +$272K +16,581 +12%
Mariner
85
Mariner
Kansas
$2.49M -$16.5K -1,004 -0.6%
C
86
Cliffwater
California
$2.48M -$4.71M -286,804 -64%
TC
87
Truvestments Capital
Florida
$2.41M +$190K +11,600 +8%
AAM
88
Advisors Asset Management
Colorado
$2.36M +$596K +36,273 +32%
TYCC
89
Texas Yale Capital Corp
Florida
$2.3M -$4.51K -275 -0.2%
BCM
90
BluePointe Capital Management
California
$2.28M +$222K +13,519 +10%
GCM
91
Greenland Capital Management
New York
$2.15M +$1.32M +80,289 +142%
RJFSA
92
Raymond James Financial Services Advisors
Florida
$2.15M +$1.94M +118,111 +633%
FWIA
93
Fort Washington Investment Advisors
Ohio
$2.11M -$22.2M -1,351,215 -91%
Barclays
94
Barclays
United Kingdom
$2.05M +$1.09M +66,257 +103%
GA
95
GraniteShares Advisors
New York
$2M +$260K +15,842 +14%
ACM
96
Aquatic Capital Management
Illinois
$1.99M +$1.76M +107,400 +562%
GPI
97
General Partner Inc
Pennsylvania
$1.93M +$8.88K +541 +0.4%
SIA
98
Schechter Investment Advisors
Michigan
$1.92M -$21.4K -1,303 -1%
FCM
99
FJ Capital Management
Virginia
$1.9M +$1.98M +120,788 New
RJA
100
Raymond James & Associates
Florida
$1.84M +$100K +6,104 +6%

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.