GBDC icon

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 %
NFG
151
Nations Financial Group
Iowa
$742K +$3.3K +210 +0.4%
OBWG
152
Onyx Bridge Wealth Group
New York
$706K +$17.6K +1,123 +3%
SM
153
Sciencast Management
New Jersey
$703K +$703K +44,772 New
AWA
154
Amplius Wealth Advisors
Pennsylvania
$697K +$96.3K +6,129 +16%
GWMIA
155
Global Wealth Management Investment Advisory
Florida
$685K +$33.7K +2,145 +5%
DTL
156
Dynamic Technology Lab
Singapore
$665K +$183K +11,672 +38%
NA
157
NewEdge Advisors
Louisiana
$655K -$4.51K -287 -0.7%
DM
158
Delphi Management
Massachusetts
$652K +$38.7K +2,461 +6%
GWM
159
Geneos Wealth Management
Colorado
$645K +$23.9K +1,524 +4%
EWM
160
Evercore Wealth Management
New York
$632K – – –
RP
161
Riverbridge Partners
Minnesota
$612K +$21.8K +1,388 +4%
NHC
162
Nicholas Hoffman & Company
Georgia
$595K -$55.6K -3,538 -9%
KPWS
163
Kestra Private Wealth Services
Texas
$589K +$8.88K +565 +2%
MC
164
Moors & Cabot
Massachusetts
$585K +$3.21K +204 +0.6%
WS
165
Wedbush Securities
California
$582K +$15.7K +1,000 +3%
RA
166
Regis Acquisition
Colorado
$579K +$579K +36,868 New
CCIA
167
Campbell & Co Investment Adviser
Maryland
$576K +$576K +36,692 New
MM
168
MQS Management
New York
$575K +$575K +36,632 New
PRC
169
Pearl River Capital
Michigan
$560K +$560K +35,624 New
GSEP
170
Golden State Equity Partners
California
$557K +$557K +35,443 New
Manulife (Manufacturers Life Insurance)
171
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$556K +$18.1K +1,150 +3%
CPIG
172
Chicago Partners Investment Group
Illinois
$542K +$133K +8,628 +33%
TCOV
173
Trust Company of Vermont
Vermont
$540K – – –
QT
174
Quantbot Technologies
New York
$529K -$698K -44,407 -57%
GC
175
Guggenheim Capital
Illinois
$509K +$22.3K +1,420 +5%
5 6
7
8 9