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Goldman Sachs BDC
GSBD

215 hedge funds and large institutions have $430M invested in Goldman Sachs BDC in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 71 increasing their positions, 65 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

2% more funds holding

Funds holding: 210 → 215 (+5)

1.72% more ownership

Funds ownership: 29.12% → 30.84% (+1.7%)

9% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 65

9% more call options, than puts

Call options by funds: $1.07M | Put options by funds: $981K

5% more capital invested

Capital invested by funds: $410M → $430M (+$20M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
215
Holders Change
+5
Holders Change %
+2.38%
% of All Funds
3.43%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
27
Increased
71
Reduced
65
Closed
20
Calls
$1.07M
Puts
$981K
Net Calls
+$89K
Net Calls Change
-$1.06M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$13.8M
2
Bank of America
Bank of America
North Carolina
+$4.46M
3
Marshall Wace
Marshall Wace
United Kingdom
+$2.91M
4
VanEck Associates
VanEck Associates
New York
+$2.72M
5
CSS
Cubist Systematic Strategies
Connecticut
+$2.54M

Top Sellers

1
C
Cliffwater
California
-$6.74M
2
BlackRock
BlackRock
New York
-$3.26M
3
CG
Cynosure Group
Utah
-$2.91M
4
Creative Planning
Creative Planning
Kansas
-$1.12M
5
JF
Jump Financial
Illinois
-$1.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
QPWM
26
Quadrant Private Wealth Management
Pennsylvania
$3.53M +$285K +19,068 +8%
FWIA
27
Fort Washington Investment Advisors
Ohio
$3.31M – – –
GLA
28
Great Lakes Advisors
Illinois
$3.24M – – –
CG
29
Cynosure Group
Utah
$3.06M -$2.91M -194,834 -47%
UBS Group
30
UBS Group
Switzerland
$2.9M +$389K +26,059 +14%
MCM
31
McKinley Capital Management
Alaska
$2.78M -$427K -28,625 -12%
MWM
32
Meridian Wealth Management
Kentucky
$2.73M +$488K +32,658 +19%
HWM
33
HB Wealth Management
Georgia
$2.56M -$527K -35,281 -16%
Osaic Holdings
34
Osaic Holdings
Arizona
$2.53M -$753K -50,434 -21%
CIM
35
Confluence Investment Management
Missouri
$2.45M -$443K -29,704 -14%
CSS
36
Cubist Systematic Strategies
Connecticut
$2.32M +$2.54M +169,842 New
RJFSA
37
Raymond James Financial Services Advisors
Florida
$2.31M -$232K -15,559 -8%
AAA
38
Adams Asset Advisors
Texas
$2.25M +$192K +12,872 +8%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$2.12M +$1.18M +78,970 +264%
SPIA
40
Steward Partners Investment Advisory
New York
$1.77M +$59.7K +3,997 +3%
QWM
41
QP Wealth Management
New Jersey
$1.59M -$50.7K -3,395 -3%
KIA
42
Kraematon Investment Advisors
Massachusetts
$1.5M +$35.8K +2,397 +2%
DTL
43
Dynamic Technology Lab
Singapore
$1.39M +$1.23M +82,191 +415%
TI
44
Trexquant Investment
Connecticut
$1.39M +$1.52M +101,648 New
SAM
45
Shikiar Asset Management
New York
$1.37M +$1.5M +100,625 New
CCM
46
Callodine Capital Management
Massachusetts
$1.36M +$1.49M +100,000 New
GA
47
GraniteShares Advisors
New York
$1.35M +$836K +56,008 +130%
AWA
48
Arkadios Wealth Advisors
Georgia
$1.34M +$261K +17,452 +22%
BCM
49
Brookstone Capital Management
Illinois
$1.29M -$70.4K -4,715 -5%
AAM
50
Advisors Asset Management
Colorado
$1.28M -$5.11K -342 -0.4%
1
2
3 4 5

GSBD Hedge Fund Activity: Q1 2023 in Review

215 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs BDC (GSBD) for Q1 2023, worth a combined $430M — up 4.9% from $410M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new GSBD positions and 20 closed out — a net gain of 7 holders — while 71 added to existing stakes and 65 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.8M. The largest seller was Cliffwater, cutting an estimated $6.74M.

  • 215 institutional investors held Goldman Sachs BDC (GSBD) as of Q1 2023, up from 210 in Q4 2022.
  • Funds reported $430M of Goldman Sachs BDC stock for Q1 2023, up 4.9% quarter-over-quarter.
  • 27 funds opened new Goldman Sachs BDC positions in Q1 2023 and 20 closed out, a net change of +7 holders.
  • The largest Goldman Sachs BDC buyer in Q1 2023 was Morgan Stanley, an estimated $13.8M added.
  • The largest Goldman Sachs BDC seller in Q1 2023 was Cliffwater, an estimated $6.74M sold.

Based on aggregated 13F filings for Q1 2023.