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Goldman Sachs BDC
GSBD

90 hedge funds and large institutions have $230M invested in Goldman Sachs BDC in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 36 increasing their positions, 25 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

44% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 25

35% more capital invested

Capital invested by funds: $170M → $230M (+$60.2M)

7.8% less ownership

Funds ownership: 34.16% → 26.36% (-7.8%)

10% less funds holding

Funds holding: 100 → 90 (-10)

56% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 16

Holders
90
Holders Change
-10
Holders Change %
-10%
% of All Funds
1.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
7
Increased
36
Reduced
25
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SO
STRS Ohio
Ohio
+$3.35M
2
Morgan Stanley
Morgan Stanley
New York
+$2.82M
3
C
Cliffwater
California
+$2.26M
4
CWM
Centric Wealth Management
Illinois
+$1.08M
5
Ameriprise
Ameriprise
Minnesota
+$1.07M

Top Sellers

1
MF
Manchester Financial
California
-$1.89M
2
VEA
Virtus ETF Advisers
New York
-$1.5M
3
CIM
Confluence Investment Management
Missouri
-$1.03M
4
JP Morgan Chase
JP Morgan Chase
New York
-$789K
5
JCM
Jag Capital Management
Missouri
-$683K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
76
Sound Income Strategies
Florida
$25K – – –
William Blair & Company
77
William Blair & Company
Illinois
$23K – – –
CFGS
78
Concourse Financial Group Securities
Alabama
$20K – – –
HWA
79
Heritage Wealth Advisors
Virginia
$19.3K – – –
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$18K -$6.07K -393 -26%
KPW
81
Kore Private Wealth
New York
$18K – – –
FCA
82
FinTrust Capital Advisors
South Carolina
$15K – – –
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
BCM
84
Blume Capital Management
California
$6K – – –
TRCT
85
Tower Research Capital (TRC)
New York
$2K -$164K -10,644 -99%
FWM
86
Focused Wealth Management
New York
$2K – – –
JSC
87
Jackson Square Capital
California
$2K – – –
ME
88
McIlrath & Eck
Washington
$2K – – –
APA
89
American Portfolios Advisors
New York
$568 – – –
TI
90
tru Independence
Oregon
$8 – – –
JCM
91
Jag Capital Management
Missouri
– -$683K -55,398 Closed
Mackenzie Financial
92
Mackenzie Financial
Ontario, Canada
– -$496K -40,229 Closed
SWP
93
Stratos Wealth Partners
Ohio
– -$336K -27,249 Closed
CIBC World Market
94
CIBC World Market
Ontario, Canada
– -$302K -24,485 Closed
DTL
95
Dynamic Technology Lab
Singapore
– -$289K -23,409 Closed
FWM
96
Frontier Wealth Management
Missouri
– -$225K -18,272 Closed
CHAM
97
Clear Harbor Asset Management
Connecticut
– -$199K -16,151 Closed
CSS
98
Cubist Systematic Strategies
Connecticut
– -$187K -15,190 Closed
LI
99
Leap Investments
Illinois
– -$185K -15,000 Closed
Victory Capital Management
100
Victory Capital Management
Texas
– -$172K -13,936 Closed
1 2 3
4
5

GSBD Hedge Fund Activity: Q2 2020 in Review

90 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs BDC (GSBD) for Q2 2020, worth a combined $230M — up 35% from $170M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of GSBD and 7 opened new positions — a net loss of 9 holders — while 25 trimmed existing stakes and 36 added.

The largest buyer was STRS Ohio, opening a new position worth an estimated $3.35M. The largest seller was Manchester Financial, cutting an estimated $1.89M.

  • 90 institutional investors held Goldman Sachs BDC (GSBD) as of Q2 2020, down from 100 in Q1 2020.
  • Funds reported $230M of Goldman Sachs BDC stock for Q2 2020, up 35% quarter-over-quarter.
  • 7 funds opened new Goldman Sachs BDC positions in Q2 2020 and 16 closed out, a net change of -9 holders.
  • The largest Goldman Sachs BDC buyer in Q2 2020 was STRS Ohio, an estimated $3.35M added.
  • The largest Goldman Sachs BDC seller in Q2 2020 was Manchester Financial, an estimated $1.89M sold.

Based on aggregated 13F filings for Q2 2020.