Goldman Sachs BDC
GSBD
204 hedge funds and large institutions have $438M invested in Goldman Sachs BDC in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 60 increasing their positions, 60 reducing their positions, and 28 closing their positions.
169% more call options, than puts
Call options by funds: $1.56M | Put options by funds: $578K
2% more capital invested
Capital invested by funds: $430M → $438M (+$8.19M)
0% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 60
1.88% less ownership
Funds ownership: 30.84% → 28.95% (-1.9%)
5% less funds holding
Funds holding: 215 → 204 (-11)
32% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 28
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWP
226
Elevation Wealth Partners
Santa Rosa,
California
| – | -$28.1K | -2,057 | Closed |
|
227
Fidelity Investments
Boston,
Massachusetts
| – | -$20.2K | -1,479 | Closed |
|
|
TIM
228
Tortoise Investment Management
White Plains,
New York
| – | -$10.2K | -750 | Closed |
|
|
FHA
229
First Horizon Advisors
Memphis,
Tennessee
| – | -$7.28K | -533 | Closed |
|
|
MCI
230
MRP Capital Investments
Alpharetta,
Georgia
| – | -$6.83K | -500 | Closed |
|
|
AAS
231
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$2.77K | -200 | Closed |
|
232
Comerica Bank
Dallas,
Texas
| – | +$671K | +49,425 | New |
|
GSBD Hedge Fund Activity: Q2 2023 in Review
204 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs BDC (GSBD) for Q2 2023, worth a combined $438M — up 1.9% from $430M a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of GSBD and 19 opened new positions — a net loss of 9 holders — while 60 trimmed existing stakes and 60 added.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $12.4M. The largest seller was Raymond James & Associates, cutting an estimated $10.4M.
- 204 institutional investors held Goldman Sachs BDC (GSBD) as of Q2 2023, down from 215 in Q1 2023.
- Funds reported $438M of Goldman Sachs BDC stock for Q2 2023, up 1.9% quarter-over-quarter.
- 19 funds opened new Goldman Sachs BDC positions in Q2 2023 and 28 closed out, a net change of -9 holders.
- The largest Goldman Sachs BDC buyer in Q2 2023 was Raymond James Financial Services Advisors, an estimated $12.4M added.
- The largest Goldman Sachs BDC seller in Q2 2023 was Raymond James & Associates, an estimated $10.4M sold.
Based on aggregated 13F filings for Q2 2023.