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Golub Capital BDC
GBDC

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: 252 → 294 (+42)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (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

Top Buyers

Rank Fund Capital Flow
1
SO
STRS Ohio
Ohio
+$130M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$110M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$59.1M
4
Two Sigma Investments
Two Sigma Investments
New York
+$25M
5
Bank of America
Bank of America
North Carolina
+$23.1M

Top Sellers

Rank Fund Capital Flow
1
FWIA
Fort Washington Investment Advisors
Ohio
-$22.2M
2
OAC
OMERS Administration Corp
Ontario, Canada
-$9.87M
3
SMA
Sage Mountain Advisors
Georgia
-$5.9M
4
First Trust Advisors
First Trust Advisors
Illinois
-$5.24M
5
C
Cliffwater
California
-$4.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
126
Bank of New York Mellon
New York
$1.08M -$342K -20,803 -23%
CGFA
127
Colton Groome Financial Advisors
North Carolina
$1.06M +$1.11M +67,393 New
ANTB
128
AMG National Trust Bank
Colorado
$1.05M +$1.1M +67,139 New
DM
129
Deerfield Management
New York
$1.05M +$554K +33,756 +101%
DWA
130
Douglass Winthrop Advisors
New York
$1.04M +$1.08M +65,987 New
Lido Advisors
131
Lido Advisors
California
$1.04M +$213K +12,959 +24%
CastleKeep Investment Advisors
132
CastleKeep Investment Advisors
Connecticut
$987K -$49.9K -3,042 -5%
KA
133
Klingman & Associates
New York
$975K – – –
TCM
134
Triumph Capital Management
Colorado
$955K +$998K +60,795 New
Ameriprise
135
Ameriprise
Minnesota
$941K -$535K -32,600 -35%
SBCM
136
Silverberg Bernstein Capital Management
New York
$921K -$8.21K -500 -0.8%
ASN
137
Advisory Services Network
Georgia
$860K +$899K +54,735 New
NRS
138
Neville Rodie & Shaw
New York
$846K – – –
YIH
139
Y-Intercept (HK)
Hong Kong
$843K +$881K +53,648 New
WANY
140
Wealthspire Advisors (New York)
New York
$834K +$872K +53,112 New
PP
141
Pegasus Partners
Wisconsin
$831K – – –
Royal Bank of Canada
142
Royal Bank of Canada
Ontario, Canada
$820K -$92.4K -5,628 -10%
Goldman Sachs
143
Goldman Sachs
New York
$819K +$856K +52,130 New
AA
144
Axiom Advisory
California
$798K +$798K +48,608 New
FM
145
Family Management
New York
$795K +$73.2K +4,458 +10%
VEA
146
Virtus ETF Advisers
New York
$787K +$274K +16,682 +50%
GEM
147
Global Endowment Management
North Carolina
$786K – – –
NVCHI
148
New Vernon Capital Holdings II
New Jersey
$779K -$1.86M -112,981 -70%
Northern Trust
149
Northern Trust
Illinois
$773K -$99.3K -6,048 -11%
NICM
150
Neo Ivy Capital Management
New York
$764K +$799K +48,660 New
4 5
6
7 8

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.