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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 %
Lazard Asset Management
201
Lazard Asset Management
New York
$332K +$206K +13,125 +163%
DAS
202
Dynamic Advisor Solutions
Arizona
$328K +$328K +20,905 New
TRCT
203
Tower Research Capital (TRC)
New York
$327K +$300K +19,093 +1,111%
AWS
204
Atria Wealth Solutions
New York
$324K +$121K +7,694 +59%
MWM
205
Modera Wealth Management
New Jersey
$322K +$61.5K +3,915 +24%
NG
206
Northstar Group
New York
$319K -$19.6K -1,250 -6%
BHPW
207
Beverly Hills Private Wealth
California
$317K – – –
BWM
208
Boyd Wealth Management
California
$304K +$304K +19,363 New
ECM
209
Evergreen Capital Management
Washington
$293K – – –
UB
210
UMB Bank
Missouri
$291K – – –
NWMG
211
National Wealth Management Group
Ohio
$286K +$286K +18,236 New
Mackenzie Financial
212
Mackenzie Financial
Ontario, Canada
$285K +$285K +18,173 New
GCP
213
GSA Capital Partners
United Kingdom
$275K -$21.8K -1,391 -7%
C
214
Certuity
Florida
$273K +$273K +17,363 New
ECM
215
EMC Capital Management
Texas
$269K – – –
CSPIA
216
Cary Street Partners Investment Advisory
Virginia
$251K – – –
QC
217
Quent Capital
New York
$241K – – –
Comerica Bank
218
Comerica Bank
Texas
$237K -$29.4K -1,871 -11%
CWP
219
Core Wealth Partners
California
$237K – – –
Susquehanna International Group
220
Susquehanna International Group
Pennsylvania
$235K +$235K +14,980 New
PVI
221
Pine Valley Investments
New Jersey
$232K – – –
Creative Planning
222
Creative Planning
Kansas
$228K -$37.2K -2,367 -14%
Cambridge Investment Research Advisors
223
Cambridge Investment Research Advisors
Iowa
$224K -$44.9K -2,849 -17%
LA
224
Legacy Advisors
Pennsylvania
$222K +$222K +14,100 New
BNP Paribas Financial Markets
225
BNP Paribas Financial Markets
France
$219K +$110K +7,028 +102%
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9
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