We are live on ! Find out more
GSBD icon

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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
216
Holders Change
+4
Holders Change %
+1.89%
% of All Funds
3.12%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
27
Increased
70
Reduced
61
Closed
20
Calls
$3.29M
Puts
$169K
Net Calls
+$3.12M
Net Calls Change
+$545K

Top Buyers

Rank Fund Capital Flow
1
Marshall Wace
Marshall Wace
United Kingdom
+$18.9M
2
VanEck Associates
VanEck Associates
New York
+$6.35M
3
MWM
Meridian Wealth Management
Kentucky
+$3.91M
4
Norges Bank
Norges Bank
Norway
+$2.36M
5
Morgan Stanley
Morgan Stanley
New York
+$2.3M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$2.65M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.94M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$1.5M
4
IA
Icon Advisers
Colorado
-$1.5M
5
CSS
Cubist Systematic Strategies
Connecticut
-$1.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
26
HB Wealth Management
Georgia
$4.55M +$712K +46,369 +18%
HighTower Advisors
27
HighTower Advisors
Illinois
$4.35M -$295K -19,242 -6%
UBS Group
28
UBS Group
Switzerland
$4.01M +$142K +9,275 +4%
HWAM
29
Hennion & Walsh Asset Management
New Jersey
$3.97M +$556K +36,204 +16%
MWM
30
Meridian Wealth Management
Kentucky
$3.83M +$3.91M +254,594 New
GLA
31
Great Lakes Advisors
Illinois
$3.57M – – –
SWP
32
Stratos Wealth Partners
Ohio
$3.4M -$746K -48,581 -18%
QPWM
33
Quadrant Private Wealth Management
Pennsylvania
$3.2M -$437K -28,470 -12%
TI
34
Trexquant Investment
Connecticut
$3.11M +$1.87M +121,765 +143%
CIM
35
Confluence Investment Management
Missouri
$2.86M +$65.3K +4,254 +2%
MCM
36
McKinley Capital Management
Alaska
$2.85M +$10.5K +687 +0.4%
SRC
37
Sage Rhino Capital
California
$2.65M +$34.6K +2,254 +1%
Osaic Holdings
38
Osaic Holdings
Arizona
$2.6M -$597K -38,917 -18%
Norges Bank
39
Norges Bank
Norway
$2.31M +$2.36M +153,500 New
SPIA
40
Steward Partners Investment Advisory
New York
$2.11M -$83.5K -5,438 -4%
HF
41
HRT Financial
New York
$2.06M +$1.36M +88,402 +183%
MFG
42
Merit Financial Group
Georgia
$2.03M – – –
NW
43
Naviter Wealth
Arkansas
$2.03M +$718K +46,760 +55%
FWIA
44
Fort Washington Investment Advisors
Ohio
$2.03M -$1.12M -73,194 -35%
GA
45
GraniteShares Advisors
New York
$1.98M +$252K +16,447 +14%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$1.95M -$785K -51,114 -28%
UAG
47
United Advisor Group
Ohio
$1.93M -$17.9K -1,165 -0.9%
AAA
48
Adams Asset Advisors
Texas
$1.85M – – –
AAM
49
Advisors Asset Management
Colorado
$1.69M -$267K -17,366 -13%
Ameriprise
50
Ameriprise
Minnesota
$1.67M +$238K +15,488 +16%
1
2
3 4 5

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.