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Golub Capital BDC

284 hedge funds and large institutions have $1.45B invested in Golub Capital BDC in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 126 increasing their positions, 71 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

465% more call options, than puts

Call options by funds: $3.15M | Put options by funds: $557K

77% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 71

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

0.61% less ownership

Funds ownership: 36.49%35.88% (-0.61%)

5% less capital invested

Capital invested by funds: $1.52B → $1.45B (-$73.6M)

3% less funds holding

Funds holding: 294284 (-10)

17% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 47

Holders
284
Holders Change
-10
Holders Change %
-3.4%
% of All Funds
4.08%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
39
Increased
126
Reduced
71
Closed
47
Calls
$3.15M
Puts
$557K
Net Calls
+$2.59M
Net Calls Change
+$1.48M
Name Holding Trade Value Shares
Change
Change in
Stake
SO
1
STRS Ohio
Ohio
$220M +$6.9M +456,898 +3%
Corient Private Wealth
2
Corient Private Wealth
Florida
$81.5M -$22M -1,457,843 -21%
VanEck Associates
3
VanEck Associates
New York
$61.5M +$7.17M +475,196 +14%
LC
4
Lindbrook Capital
California
$52.3M -$1.35M -89,750 -3%
OAC
5
OMERS Administration Corp
Ontario, Canada
$48.6M +$8.55M +566,197 +21%
Rockefeller Capital Management
6
Rockefeller Capital Management
New York
$46.4M -$14.5M -958,664 -24%
SIS
7
Sound Income Strategies
Florida
$43.6M +$2.08M +137,813 +5%
AM
8
Ares Management
California
$43M +$8.48M +561,395 +25%
AIM
9
Allen Investment Management
New York
$40.5M +$6.56M +434,286 +19%
NFC
10
Northeast Financial Consultants
Connecticut
$40M +$8.21M +544,126 +26%
JP Morgan Chase
11
JP Morgan Chase
New York
$35.3M -$316K -20,946 -0.9%
Morgan Stanley
12
Morgan Stanley
New York
$32.3M -$4.12M -273,089 -11%
PGH
13
Partners Group Holding
Switzerland
$30.1M +$9.8M +648,855 +48%
Legal & General Group
14
Legal & General Group
United Kingdom
$29.4M +$7.85M +519,919 +36%
SMA
15
Sage Mountain Advisors
Georgia
$27.3M +$2.09M +138,276 +8%
Cerity Partners
16
Cerity Partners
New York
$24.8M -$1.35M -89,480 -5%
Two Sigma Investments
17
Two Sigma Investments
New York
$22.2M -$2.63M -174,512 -11%
AL
18
Arnhold LLC
New York
$20.9M +$919K +60,889 +5%
Bank of America
19
Bank of America
North Carolina
$18.8M -$19.4M -1,285,584 -51%
LSV Asset Management
20
LSV Asset Management
Illinois
$18.7M +$1.94M +128,577 +12%
BTCPP
21
Border to Coast Pensions Partnership
United Kingdom
$18.1M -$3.17M -210,000 -15%
CIBC World Market
22
CIBC World Market
Ontario, Canada
$15.8M -$89.2K -5,908 -0.6%
HCC
23
Hirtle Callaghan & Co
Pennsylvania
$14M
Wells Fargo
24
Wells Fargo
California
$12.7M +$1.9M +125,764 +18%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$12M -$6.17M -408,800 -34%

GBDC Hedge Fund Activity: Q3 2024 in Review

284 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Golub Capital BDC (GBDC) for Q3 2024, worth a combined $1.45B — down 4.8% from $1.52B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of GBDC and 39 opened new positions — a net loss of 8 holders — while 71 trimmed existing stakes and 126 added.

The largest buyer was Partners Group Holding, adding an estimated $9.8M. The largest seller was Corient Private Wealth, cutting an estimated $22M.

  • 284 institutional investors held Golub Capital BDC (GBDC) as of Q3 2024, down from 294 in Q2 2024.
  • Funds reported $1.45B of Golub Capital BDC stock for Q3 2024, down 4.8% quarter-over-quarter.
  • 39 funds opened new Golub Capital BDC positions in Q3 2024 and 47 closed out, a net change of -8 holders.
  • The largest Golub Capital BDC buyer in Q3 2024 was Partners Group Holding, an estimated $9.8M added.
  • The largest Golub Capital BDC seller in Q3 2024 was Corient Private Wealth, an estimated $22M sold.

Based on aggregated 13F filings for Q3 2024.