Goldman Sachs BDC
GSBD
215 hedge funds and large institutions have $430M invested in Goldman Sachs BDC in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 71 increasing their positions, 65 reducing their positions, and 20 closing their positions.
35% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 20
2% more funds holding
Funds holding: 210 → 215 (+5)
1.72% more ownership
Funds ownership: 29.12% → 30.84% (+1.7%)
9% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 65
9% more call options, than puts
Call options by funds: $1.07M | Put options by funds: $981K
5% more capital invested
Capital invested by funds: $410M → $430M (+$20M)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$13.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4.46M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$2.91M |
| 4 |
VanEck Associates
New York
|
+$2.72M |
| 5 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
+$2.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
C
Cliffwater
Marina Del Rey,
California
|
-$6.74M |
| 2 |
BlackRock
New York
|
-$3.26M |
| 3 |
CG
Cynosure Group
Salt Lake City,
Utah
|
-$2.91M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$1.12M |
| 5 |
JF
Jump Financial
Chicago,
Illinois
|
-$1.06M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
Balyasny Asset Management
Chicago,
Illinois
| – | -$204K | -14,839 | Closed |
|
|
XT
227
XTX Topco
George Town,
Cayman Islands
| – | -$194K | -14,129 | Closed |
|
228
Stifel Financial
St. Louis,
Missouri
| – | -$179K | -13,015 | Closed |
|
|
AWS
229
AJ Wealth Strategies
New York
| – | -$178K | -13,000 | Closed |
|
|
DC
230
Davenport & Co
Richmond,
Virginia
| – | -$161K | -11,700 | Closed |
|
231
Victory Capital Management
San Antonio,
Texas
| – | -$157K | -11,455 | Closed |
|
|
MC
232
Moors & Cabot
Boston,
Massachusetts
| – | -$140K | -10,225 | Closed |
|
|
MCC
233
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$55K | -4,012 | Closed |
|
234
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$40.4K | -2,945 | Closed |
|
|
AF
235
Allworth Financial
Folsom,
California
| – | -$8.17K | -596 | Closed |
|
GSBD Hedge Fund Activity: Q1 2023 in Review
215 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs BDC (GSBD) for Q1 2023, worth a combined $430M — up 4.9% from $410M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new GSBD positions and 20 closed out — a net gain of 7 holders — while 71 added to existing stakes and 65 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $13.8M. The largest seller was Cliffwater, cutting an estimated $6.74M.
- 215 institutional investors held Goldman Sachs BDC (GSBD) as of Q1 2023, up from 210 in Q4 2022.
- Funds reported $430M of Goldman Sachs BDC stock for Q1 2023, up 4.9% quarter-over-quarter.
- 27 funds opened new Goldman Sachs BDC positions in Q1 2023 and 20 closed out, a net change of +7 holders.
- The largest Goldman Sachs BDC buyer in Q1 2023 was Morgan Stanley, an estimated $13.8M added.
- The largest Goldman Sachs BDC seller in Q1 2023 was Cliffwater, an estimated $6.74M sold.
Based on aggregated 13F filings for Q1 2023.