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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
SO
1
STRS Ohio
Ohio
$221M +$130M +7,924,504 +129%
Corient Private Wealth
2
Corient Private Wealth
Florida
$108M +$110M +6,711,320 +4,781%
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$63.3M +$59.1M +3,599,175 +832%
LC
4
Lindbrook Capital
California
$55.8M -$2.15M -130,933 -4%
VanEck Associates
5
VanEck Associates
New York
$55.2M +$10.5M +640,866 +22%
SIS
6
Sound Income Strategies
Florida
$43.1M +$1.36M +83,111 +3%
OAC
7
OMERS Administration Corp
Ontario, Canada
$41.7M -$9.87M -601,103 -18%
Bank of America
8
Bank of America
North Carolina
$39.8M +$23.1M +1,408,483 +126%
Morgan Stanley
9
Morgan Stanley
New York
$37.9M +$6.43M +391,767 +19%
JP Morgan Chase
10
JP Morgan Chase
New York
$37M -$3.77M -229,835 -9%
AM
11
Ares Management
California
$35.9M +$2.06M +125,311 +6%
AIM
12
Allen Investment Management
New York
$35.3M +$2.39M +145,761 +7%
NFC
13
Northeast Financial Consultants
Connecticut
$33.1M +$20.8M +1,268,442 +152%
Cerity Partners
14
Cerity Partners
New York
$27.1M +$1.06M +64,520 +4%
SMA
15
Sage Mountain Advisors
Georgia
$26.2M -$5.9M -359,491 -18%
Two Sigma Investments
16
Two Sigma Investments
New York
$25.8M +$25M +1,520,037 +1,238%
Legal & General Group
17
Legal & General Group
United Kingdom
$22.4M +$907K +55,268 +4%
BTCPP
18
Border to Coast Pensions Partnership
United Kingdom
$22.2M -$522K -31,804 -2%
PGH
19
Partners Group Holding
Switzerland
$21.1M +$12.3M +746,665 +125%
AL
20
Arnhold LLC
New York
$20.7M +$181K +11,000 +0.8%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$18.9M +$11.4M +695,800 +138%
LSV Asset Management
22
LSV Asset Management
Illinois
$17.4M -$14.8K -900 -0.1%
CIBC World Market
23
CIBC World Market
Ontario, Canada
$16.5M +$17.2M +1,048,255 New
Citadel Advisors
24
Citadel Advisors
Florida
$13.3M +$6.32M +384,771 +83%
Millennium Management
25
Millennium Management
New York
$12.4M +$11.9M +724,662 +1,171%

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.