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Goldman Sachs BDC
GSBD

198 hedge funds and large institutions have $499M invested in Goldman Sachs BDC in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $3.76M | Put options by funds: $1.31M

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

4% more funds holding

Funds holding: 190 → 198 (+8)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0.31% less ownership

Funds ownership: 29.43% → 29.12% (-0.31%)

4% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 55

14% less capital invested

Capital invested by funds: $580M → $499M (-$81.4M)

Holders
198
Holders Change
+8
Holders Change %
+4.21%
% of All Funds
3.34%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
23
Increased
53
Reduced
55
Closed
13
Calls
$3.76M
Puts
$1.31M
Net Calls
+$2.45M
Net Calls Change
+$172K

Top Buyers

1
Invesco
Invesco
Georgia
+$1.85M
2
BlackRock
BlackRock
New York
+$1.74M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$1.69M
4
Canada Life
Canada Life
Manitoba, Canada
+$1.56M
5
Legal & General Group
Legal & General Group
United Kingdom
+$965K

Top Sellers

1
ZCA
Zeke Capital Advisors
Pennsylvania
-$5.12M
2
Morgan Stanley
Morgan Stanley
New York
-$3.26M
3
Creative Planning
Creative Planning
Kansas
-$2.49M
4
VanEck Associates
VanEck Associates
New York
-$2.04M
5
BCM
Brookstone Capital Management
Illinois
-$1.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWAM
26
Hennion & Walsh Asset Management
New Jersey
$4.38M +$377K +20,421 +8%
MCM
27
McKinley Capital Management
Alaska
$4.17M +$54.1K +2,933 +1%
FWIA
28
Fort Washington Investment Advisors
Ohio
$4.08M – – –
GLA
29
Great Lakes Advisors
Illinois
$3.98M – – –
UBS Group
30
UBS Group
Switzerland
$3.94M +$193K +10,479 +5%
MWM
31
Meridian Wealth Management
Kentucky
$3.6M +$14.9K +807 +0.4%
CIM
32
Confluence Investment Management
Missouri
$3.38M +$19.3K +1,046 +0.5%
SPF
33
Steven Patrick Farmer
$3.38M +$3.71M +201,014 New
Cerity Partners
34
Cerity Partners
New York
$3.37M -$244K -13,245 -6%
QPWM
35
Quadrant Private Wealth Management
Pennsylvania
$3.14M -$74K -4,010 -2%
TYCC
36
Texas Yale Capital Corp
Florida
$2.69M +$431K +23,328 +17%
AWM
37
Axxcess Wealth Management
California
$2.2M -$1.08M -58,366 -31%
QWM
38
QP Wealth Management
New Jersey
$2.19M – – –
SPIA
39
Steward Partners Investment Advisory
New York
$2.17M +$205K +11,119 +9%
Canada Life
40
Canada Life
Manitoba, Canada
$2.08M +$1.56M +84,483 +215%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$2.03M +$436K +23,642 +24%
SAM
42
Shikiar Asset Management
New York
$2M -$29.1K -1,575 -1%
AAM
43
Advisors Asset Management
Colorado
$1.75M -$316K -17,113 -14%
FWM
44
Frontier Wealth Management
Missouri
$1.73M – – –
WPIC
45
White Pine Investment Company
Michigan
$1.7M – – –
HSBC Holdings
46
HSBC Holdings
United Kingdom
$1.68M – – –
BCM
47
Brookstone Capital Management
Illinois
$1.67M -$1.36M -73,457 -43%
KIA
48
Kraematon Investment Advisors
Massachusetts
$1.64M +$341K +18,498 +23%
CCM
49
Cohen Capital Management
California
$1.5M – – –
LPL Financial
50
LPL Financial
California
$1.49M +$802K +43,473 +97%
1
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3 4 5

GSBD Hedge Fund Activity: Q2 2022 in Review

198 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs BDC (GSBD) for Q2 2022, worth a combined $499M — down 14% from $580M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new GSBD positions and 13 closed out — a net gain of 10 holders — while 53 added to existing stakes and 55 trimmed.

The largest buyer was Invesco, adding an estimated $1.85M. The largest seller was Zeke Capital Advisors, exiting entirely with an estimated $5.12M sold.

  • 198 institutional investors held Goldman Sachs BDC (GSBD) as of Q2 2022, up from 190 in Q1 2022.
  • Funds reported $499M of Goldman Sachs BDC stock for Q2 2022, down 14% quarter-over-quarter.
  • 23 funds opened new Goldman Sachs BDC positions in Q2 2022 and 13 closed out, a net change of +10 holders.
  • The largest Goldman Sachs BDC buyer in Q2 2022 was Invesco, an estimated $1.85M added.
  • The largest Goldman Sachs BDC seller in Q2 2022 was Zeke Capital Advisors, an estimated $5.12M sold.

Based on aggregated 13F filings for Q2 2022.