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Goldman Sachs BDC
GSBD

144 hedge funds and large institutions have $385M invested in Goldman Sachs BDC in 2021 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 50 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 10

117% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 23

32% more funds holding

Funds holding: 109 → 144 (+35)

22% more capital invested

Capital invested by funds: $315M → $385M (+$69.9M)

3.37% more ownership

Funds ownership: 16.23% → 19.6% (+3.4%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
144
Holders Change
+35
Holders Change %
+32.11%
% of All Funds
2.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
46
Increased
50
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$7.19M
2
Invesco
Invesco
Georgia
+$5.07M
3
ACP
Arcus Capital Partners
Georgia
+$4.88M
4
ZCA
Zeke Capital Advisors
Pennsylvania
+$4.49M
5
HighTower Advisors
HighTower Advisors
Illinois
+$4.31M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$1.19M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$1.11M
3
RFA
Radnor Financial Advisors
Pennsylvania
-$1.09M
4
MC
Muzinich & Co
New York
-$1M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$1M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$2.75M +$2.25M +120,362 +554%
CG
27
Cynosure Group
Utah
$2.7M +$2.61M +139,562 New
Bank of America
28
Bank of America
North Carolina
$2.6M +$2.07M +110,653 +464%
Wells Fargo
29
Wells Fargo
California
$2.53M +$819K +43,718 +50%
SWP
30
Stratos Wealth Partners
Ohio
$2.44M +$2.37M +126,462 New
GC
31
Guggenheim Capital
Illinois
$2.25M -$479K -25,592 -18%
HB
32
Homrich & Berg
Georgia
$2.12M +$1.62M +86,746 +380%
SPIA
33
Steward Partners Investment Advisory
New York
$1.98M +$708K +37,827 +58%
HSBC Holdings
34
HSBC Holdings
United Kingdom
$1.93M – – –
HWAM
35
Hennion & Walsh Asset Management
New Jersey
$1.93M +$1.87M +99,657 New
CG
36
Colony Group
Massachusetts
$1.89M -$31.9K -1,702 -2%
RFA
37
Radnor Financial Advisors
Pennsylvania
$1.82M -$1.09M -58,120 -38%
Osaic Holdings
38
Osaic Holdings
Arizona
$1.82M +$416K +22,202 +31%
VCM
39
Versant Capital Management
Arizona
$1.76M – – –
CCM
40
Cohen Capital Management
California
$1.71M – – –
QPWM
41
Quadrant Private Wealth Management
Pennsylvania
$1.62M +$1.34M +71,830 +605%
GLA
42
Great Lakes Advisors
Illinois
$1.53M +$1.48M +79,073 New
PA
43
Parallel Advisors
California
$1.46M – – –
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$1.35M -$118K -6,300 -8%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$1.29M +$1.1K +59 +0.1%
GF
46
Gries Financial
Ohio
$1.28M +$1.24M +66,070 New
LCWP
47
Legacy Capital Wealth Partners
Arkansas
$1.12M -$3.15K -168 -0.3%
AAM
48
Advisors Asset Management
Colorado
$1.09M +$346K +18,499 +49%
NEAM
49
New England Asset Management
Connecticut
$1.07M – – –
Millennium Management
50
Millennium Management
New York
$1.07M +$1.04M +55,517 New
1
2
3 4 5

GSBD Hedge Fund Activity: Q1 2021 in Review

144 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs BDC (GSBD) for Q1 2021, worth a combined $385M — up 22% from $315M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new GSBD positions and 10 closed out — a net gain of 36 holders — while 50 added to existing stakes and 23 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.19M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.19M sold.

  • 144 institutional investors held Goldman Sachs BDC (GSBD) as of Q1 2021, up from 109 in Q4 2020.
  • Funds reported $385M of Goldman Sachs BDC stock for Q1 2021, up 22% quarter-over-quarter.
  • 46 funds opened new Goldman Sachs BDC positions in Q1 2021 and 10 closed out, a net change of +36 holders.
  • The largest Goldman Sachs BDC buyer in Q1 2021 was Morgan Stanley, an estimated $7.19M added.
  • The largest Goldman Sachs BDC seller in Q1 2021 was Citadel Advisors, an estimated $1.19M sold.

Based on aggregated 13F filings for Q1 2021.