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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
CC
51
Claybrook Capital
Massachusetts
$912K +$509K +27,200 +136%
IWM
52
IHT Wealth Management
Illinois
$908K +$80.2K +4,281 +10%
PAG
53
Private Advisor Group
New Jersey
$889K +$129K +6,891 +18%
CWM
54
Centric Wealth Management
Illinois
$870K – – –
FWM
55
Frontier Wealth Management
Missouri
$734K +$711K +37,996 New
QC
56
Quadrature Capital
United Kingdom
$707K +$685K +36,588 New
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$670K +$323K +17,255 +99%
WPIC
58
White Pine Investment Company
Michigan
$636K +$616K +32,910 New
MCM
59
Monument Capital Management
Virginia
$610K -$24.3K -1,298 -4%
MML Investors Services
60
MML Investors Services
Massachusetts
$610K -$300 -16 -0.1%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$610K +$248K +13,240 +72%
PCM
62
Prelude Capital Management
New York
$593K +$562K +30,000 New
Acadian Asset Management
63
Acadian Asset Management
Massachusetts
$550K +$321K +17,165 +152%
LPL Financial
64
LPL Financial
California
$514K +$189K +10,108 +61%
VEA
65
Virtus ETF Advisers
New York
$500K +$90.9K +4,853 +23%
Mackenzie Financial
66
Mackenzie Financial
Ontario, Canada
$476K +$461K +24,615 New
RIG
67
Roosevelt Investment Group
New York
$460K -$4.23K -226 -0.9%
SIAP
68
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$458K -$27.9K -1,492 -6%
TC
69
TownSquare Capital
Utah
$457K +$111K +5,916 +33%
C
70
Certuity
Florida
$455K +$441K +23,560 New
DTL
71
Dynamic Technology Lab
Singapore
$454K +$440K +23,489 New
JMPWA
72
JP Morgan Private Wealth Advisors
California
$444K +$20.8K +1,112 +5%
Neuberger Berman Group
73
Neuberger Berman Group
New York
$423K -$1.11M -59,452 -73%
FSA
74
Franklin Street Advisors
North Carolina
$415K +$402K +21,446 New
CWM
75
CCG Wealth Management
California
$401K – – –
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.