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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
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$1.8M +$499K +30,401 +36%
AFG
102
Albion Financial Group
Utah
$1.79M +$19.4K +1,182 +1%
Victory Capital Management
103
Victory Capital Management
Texas
$1.74M +$47K +2,865 +3%
S
104
SignatureFD
Georgia
$1.7M +$1.54K +94 +0.1%
Invesco
105
Invesco
Georgia
$1.69M +$569K +34,674 +47%
IFG
106
Independent Financial Group
California
$1.65M +$106K +6,449 +7%
NRD
107
Nebula Research & Development
New York
$1.65M +$1.73M +105,244 New
LCWP
108
Legacy Capital Wealth Partners
Arkansas
$1.6M +$1.67M +101,821 New
Osaic Holdings
109
Osaic Holdings
Arizona
$1.55M +$634K +38,643 +64%
AG
110
AlTi Global
New York
$1.53M
EBA
111
Eagle Bay Advisors
New York
$1.51M +$385K +23,475 +32%
AIM
112
Anchor Investment Management
South Carolina
$1.46M +$1.02M +62,076 +201%
Tudor Investment Corp
113
Tudor Investment Corp
Connecticut
$1.45M +$950K +57,858 +169%
AI
114
Atria Investments
North Carolina
$1.4M +$292K +17,799 +25%
TI
115
TrueMark Investments
Illinois
$1.39M +$1.45M +88,408 New
Janney Montgomery Scott
116
Janney Montgomery Scott
Pennsylvania
$1.31M -$209K -12,754 -13%
EIA
117
Edgemoor Investment Advisors
Maryland
$1.3M
SQA
118
Simon Quick Advisors
New Jersey
$1.27M +$890K +54,210 +205%
JSSH
119
J. Safra Sarasin Holding
$1.26M +$1.31M +80,000 New
SAM
120
Silvercrest Asset Management
New York
$1.24M +$755K +45,965 +139%
SA
121
Sanctuary Advisors
Indiana
$1.24M +$1.17M +71,219 New
NB
122
NBT Bank
New York
$1.23M +$1.08M +65,987 +536%
Cetera Investment Advisers
123
Cetera Investment Advisers
Illinois
$1.18M +$123K +7,489 +11%
TI
124
Tidal Investments
Wisconsin
$1.15M +$119K +7,237 +11%
SSA
125
Schonfeld Strategic Advisors
New York
$1.15M +$1.01M +61,600 +536%

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.