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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
RWA
151
Redhawk Wealth Advisors
Minnesota
$756K +$104K +6,338 +15%
NFG
152
Nations Financial Group
Iowa
$742K +$3.45K +210 +0.4%
OBWG
153
Onyx Bridge Wealth Group
New York
$706K +$18.4K +1,123 +3%
SM
154
Sciencast Management
New Jersey
$703K +$735K +44,772 New
AWA
155
Amplius Wealth Advisors
Pennsylvania
$697K +$101K +6,129 +16%
GWMIA
156
Global Wealth Management Investment Advisory
Florida
$685K +$35.2K +2,145 +5%
DTL
157
Dynamic Technology Lab
Singapore
$665K +$192K +11,672 +38%
NA
158
NewEdge Advisors
Louisiana
$655K -$4.71K -287 -0.7%
DM
159
Delphi Management
Massachusetts
$652K +$40.4K +2,461 +6%
GWM
160
Geneos Wealth Management
Colorado
$645K +$25K +1,524 +4%
EWM
161
Evercore Wealth Management
New York
$632K
RP
162
Riverbridge Partners
Minnesota
$612K +$22.8K +1,388 +4%
NHC
163
Nicholas Hoffman & Company
Georgia
$595K -$58.1K -3,538 -9%
KPWS
164
Kestra Private Wealth Services
Texas
$589K +$9.28K +565 +2%
MC
165
Moors & Cabot
Massachusetts
$585K +$3.35K +204 +0.6%
WS
166
Wedbush Securities
California
$582K +$16.4K +1,000 +3%
RA
167
Regis Acquisition
Colorado
$579K +$605K +36,868 New
CCIA
168
Campbell & Co Investment Adviser
Maryland
$576K +$602K +36,692 New
MM
169
MQS Management
New York
$575K +$601K +36,632 New
PRC
170
Pearl River Capital
Michigan
$560K +$585K +35,624 New
GSEP
171
Golden State Equity Partners
California
$557K +$582K +35,443 New
Manulife (Manufacturers Life Insurance)
172
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$556K +$18.9K +1,150 +3%
CPIG
173
Chicago Partners Investment Group
Illinois
$542K +$142K +8,628 +33%
TCOV
174
Trust Company of Vermont
Vermont
$540K
QT
175
Quantbot Technologies
New York
$529K -$729K -44,407 -57%

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.