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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
EGA
201
Eagle Global Advisors
Texas
$340K
M&T Bank
202
M&T Bank
New York
$336K
Lazard Asset Management
203
Lazard Asset Management
New York
$332K +$216K +13,125 +163%
DAS
204
Dynamic Advisor Solutions
Arizona
$328K +$343K +20,905 New
TRCT
205
Tower Research Capital (TRC)
New York
$327K +$313K +19,093 +1,111%
AWS
206
Atria Wealth Solutions
New York
$324K +$126K +7,694 +59%
MWM
207
Modera Wealth Management
New Jersey
$322K +$64.3K +3,915 +24%
NG
208
Northstar Group
New York
$319K -$20.5K -1,250 -6%
BHPW
209
Beverly Hills Private Wealth
California
$317K
BWM
210
Boyd Wealth Management
California
$304K +$318K +19,363 New
ECM
211
Evergreen Capital Management
Washington
$293K
UB
212
UMB Bank
Missouri
$291K
NWMG
213
National Wealth Management Group
Ohio
$286K +$299K +18,236 New
Mackenzie Financial
214
Mackenzie Financial
Ontario, Canada
$285K +$298K +18,173 New
GCP
215
GSA Capital Partners
United Kingdom
$275K -$22.8K -1,391 -7%
C
216
Certuity
Florida
$273K +$285K +17,363 New
ECM
217
EMC Capital Management
Texas
$269K
CSPIA
218
Cary Street Partners Investment Advisory
Virginia
$251K
QC
219
Quent Capital
New York
$241K
Comerica Bank
220
Comerica Bank
Texas
$237K -$30.7K -1,871 -11%
CWP
221
Core Wealth Partners
California
$237K
Susquehanna International Group
222
Susquehanna International Group
Pennsylvania
$235K +$246K +14,980 New
PVI
223
Pine Valley Investments
New Jersey
$232K
Creative Planning
224
Creative Planning
Kansas
$228K -$38.9K -2,367 -14%
Cambridge Investment Research Advisors
225
Cambridge Investment Research Advisors
Iowa
$224K -$46.8K -2,849 -17%

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.