Goldman Sachs BDC
GSBD
216 hedge funds and large institutions have $528M invested in Goldman Sachs BDC in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 70 increasing their positions, 61 reducing their positions, and 20 closing their positions.
1,849% more call options, than puts
Call options by funds: $3.29M | Put options by funds: $169K
35% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 20
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
15% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 61
7% more capital invested
Capital invested by funds: $495M → $528M (+$32.4M)
2% more funds holding
Funds holding: 212 → 216 (+4)
1.14% more ownership
Funds ownership: 30.12% → 31.26% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
+$18.9M |
| 2 |
VanEck Associates
New York
|
+$6.35M |
| 3 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
+$3.91M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$2.36M |
| 5 |
Morgan Stanley
New York
|
+$2.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.65M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.94M |
| 3 |
Rockefeller Capital Management
New York
|
-$1.5M |
| 4 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
-$1.5M |
| 5 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$1.26M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JWCA
226
J.W. Cole Advisors
Tampa,
Florida
| – | -$179K | -11,954 | Closed |
|
|
IWM
227
IHT Wealth Management
Chicago,
Illinois
| – | -$152K | -10,176 | Closed |
|
|
S
228
SignatureFD
Atlanta,
Georgia
| – | -$41.6K | -2,779 | Closed |
|
|
WAM
229
WFA Asset Management
Whitefish Bay,
Wisconsin
| – | -$29.4K | -1,965 | Closed |
|
|
EC
230
EntryPoint Capital
New York
| – | -$26.8K | -1,792 | Closed |
|
|
AWM
231
Avior Wealth Management
Omaha,
Nebraska
| – | -$20.4K | -1,362 | Closed |
|
|
BCMLT
232
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| – | -$13.2K | -879 | Closed |
|
|
CWAF
233
Core Wealth Advisors (Florida)
Lakeland,
Florida
| – | -$11.6K | -772 | Closed |
|
234
AssetMark Inc
Concord,
California
| – | -$4.72K | -315 | Closed |
|
|
TSWM
235
Tyler-Stone Wealth Management
Beachwood,
Ohio
| – | -$4.51K | -301 | Closed |
|
236
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1.24K | -83 | Closed |
|
GSBD Hedge Fund Activity: Q2 2024 in Review
216 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs BDC (GSBD) for Q2 2024, worth a combined $528M — up 6.5% from $495M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new GSBD positions and 20 closed out — a net gain of 7 holders — while 70 added to existing stakes and 61 trimmed.
The largest buyer was Marshall Wace, opening a new position worth an estimated $18.9M. The largest seller was Citadel Advisors, cutting an estimated $2.65M.
- 216 institutional investors held Goldman Sachs BDC (GSBD) as of Q2 2024, up from 212 in Q1 2024.
- Funds reported $528M of Goldman Sachs BDC stock for Q2 2024, up 6.5% quarter-over-quarter.
- 27 funds opened new Goldman Sachs BDC positions in Q2 2024 and 20 closed out, a net change of +7 holders.
- The largest Goldman Sachs BDC buyer in Q2 2024 was Marshall Wace, an estimated $18.9M added.
- The largest Goldman Sachs BDC seller in Q2 2024 was Citadel Advisors, an estimated $2.65M sold.
Based on aggregated 13F filings for Q2 2024.