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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 %
CGFA
126
Colton Groome Financial Advisors
North Carolina
$1.06M +$1.06M +67,393 New
ANTB
127
AMG National Trust Bank
Colorado
$1.05M +$1.05M +67,139 New
DM
128
Deerfield Management
New York
$1.05M +$530K +33,756 +101%
DWA
129
Douglass Winthrop Advisors
New York
$1.04M +$1.04M +65,987 New
Lido Advisors
130
Lido Advisors
California
$1.04M +$204K +12,959 +24%
CastleKeep Investment Advisors
131
CastleKeep Investment Advisors
Connecticut
$987K -$47.8K -3,042 -5%
KA
132
Klingman & Associates
New York
$975K – – –
TCM
133
Triumph Capital Management
Colorado
$955K +$955K +60,795 New
Ameriprise
134
Ameriprise
Minnesota
$941K -$512K -32,600 -35%
SBCM
135
Silverberg Bernstein Capital Management
New York
$921K -$7.86K -500 -0.8%
ASN
136
Advisory Services Network
Georgia
$860K +$860K +54,735 New
NRS
137
Neville Rodie & Shaw
New York
$846K – – –
YIH
138
Y-Intercept (HK)
Hong Kong
$843K +$843K +53,648 New
WANY
139
Wealthspire Advisors (New York)
New York
$834K +$834K +53,112 New
PP
140
Pegasus Partners
Wisconsin
$831K – – –
Royal Bank of Canada
141
Royal Bank of Canada
Ontario, Canada
$820K -$88.4K -5,628 -10%
Goldman Sachs
142
Goldman Sachs
New York
$819K +$819K +52,130 New
AA
143
Axiom Advisory
California
$798K +$798K +48,608 New
FM
144
Family Management
New York
$795K +$70K +4,458 +10%
VEA
145
Virtus ETF Advisers
New York
$787K +$262K +16,682 +50%
GEM
146
Global Endowment Management
North Carolina
$786K – – –
NVCHI
147
New Vernon Capital Holdings II
New Jersey
$779K -$1.77M -112,981 -70%
Northern Trust
148
Northern Trust
Illinois
$773K -$95K -6,048 -11%
NICM
149
Neo Ivy Capital Management
New York
$764K +$764K +48,660 New
RWA
150
Redhawk Wealth Advisors
Minnesota
$756K +$99.6K +6,338 +15%
4 5
6
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