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Goldman Sachs BDC
GSBD

91 hedge funds and large institutions have $210M invested in Goldman Sachs BDC in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.23% more ownership

Funds ownership: 26.36% → 34.58% (+8.2%)

1% more funds holding

Funds holding: 90 → 91 (+1)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

9% less capital invested

Capital invested by funds: $230M → $210M (-$19.9M)

13% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 30

Holders
91
Holders Change
+1
Holders Change %
+1.11%
% of All Funds
1.84%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
12
Increased
26
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SO
STRS Ohio
Ohio
+$3.01M
2
Ameriprise
Ameriprise
Minnesota
+$770K
3
Osaic Holdings
Osaic Holdings
Arizona
+$509K
4
SSA
Schonfeld Strategic Advisors
New York
+$476K
5
KCPG
Kavar Capital Partners Group
Kansas
+$432K

Top Sellers

1
MF
Manchester Financial
California
-$3.42M
2
CWM
Centric Wealth Management
Illinois
-$1.14M
3
MCM
Monument Capital Management
Virginia
-$1.04M
4
BC
Barnett & Company
Tennessee
-$977K
5
SPIA
Steward Partners Investment Advisory
New York
-$636K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$1.14M -$89.5K -5,717 -7%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1M +$2.6K +166 +0.2%
Osaic Holdings
28
Osaic Holdings
Arizona
$869K +$509K +32,541 +129%
NEAM
29
New England Asset Management
Connecticut
$835K – – –
QPWM
30
Quadrant Private Wealth Management
Pennsylvania
$834K -$24.7K -1,575 -3%
Invesco
31
Invesco
Georgia
$714K -$356K -22,742 -32%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$700K -$485 -31 -0.1%
Creative Planning
33
Creative Planning
Kansas
$671K -$579 -37 -0.1%
IWM
34
IHT Wealth Management
Illinois
$623K -$33.5K -2,143 -5%
PAG
35
Private Advisor Group
New Jersey
$588K -$475K -30,359 -44%
RCM
36
Radcliffe Capital Management
Pennsylvania
$565K -$142K -9,046 -19%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$545K +$58.3K +3,725 +11%
MML Investors Services
38
MML Investors Services
Massachusetts
$461K +$18.1K +1,155 +4%
SSA
39
Schonfeld Strategic Advisors
New York
$457K +$476K +30,400 New
SIAP
40
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$449K -$478K -30,562 -51%
VEA
41
Virtus ETF Advisers
New York
$425K -$25.9K -1,654 -6%
KCPG
42
Kavar Capital Partners Group
Kansas
$415K +$432K +27,600 New
HB
43
Homrich & Berg
Georgia
$413K +$73.8K +4,715 +21%
AAM
44
Advisors Asset Management
Colorado
$407K +$348K +22,237 +463%
Bank of America
45
Bank of America
North Carolina
$375K +$5.29K +338 +1%
RIG
46
Roosevelt Investment Group
New York
$361K -$30.1K -1,924 -7%
BC
47
Barnett & Company
Tennessee
$353K -$977K -62,433 -73%
JMPWA
48
JP Morgan Private Wealth Advisors
California
$333K – – –
RJFSA
49
Raymond James Financial Services Advisors
Florida
$317K -$46.8K -2,988 -12%
AIM
50
Aigen Investment Management
New York
$301K -$307K -19,618 -50%
1
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3 4 5

GSBD Hedge Fund Activity: Q3 2020 in Review

91 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs BDC (GSBD) for Q3 2020, worth a combined $210M — down 8.6% from $230M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new GSBD positions and 11 closed out — a net gain of 1 holder — while 26 added to existing stakes and 30 trimmed.

The largest buyer was STRS Ohio, adding an estimated $3.01M. The largest seller was Manchester Financial, cutting an estimated $3.42M.

  • 91 institutional investors held Goldman Sachs BDC (GSBD) as of Q3 2020, up from 90 in Q2 2020.
  • Funds reported $210M of Goldman Sachs BDC stock for Q3 2020, down 8.6% quarter-over-quarter.
  • 12 funds opened new Goldman Sachs BDC positions in Q3 2020 and 11 closed out, a net change of +1 holder.
  • The largest Goldman Sachs BDC buyer in Q3 2020 was STRS Ohio, an estimated $3.01M added.
  • The largest Goldman Sachs BDC seller in Q3 2020 was Manchester Financial, an estimated $3.42M sold.

Based on aggregated 13F filings for Q3 2020.