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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
AIM
76
Aigen Investment Management
New York
$378K +$19.6K +1,047 +6%
NHC
77
Nicholas Hoffman & Company
Georgia
$377K +$83.3K +4,450 +30%
AWA
78
Arkadios Wealth Advisors
Georgia
$366K +$83.1K +4,440 +31%
LWM
79
Laidlaw Wealth Management
New York
$339K +$4.63K +247 +1%
Russell Investments Group
80
Russell Investments Group
United Kingdom
$335K +$321K +17,165 New
AA
81
ALPS Advisors
Colorado
$330K +$320K +17,096 New
SSA
82
Schonfeld Strategic Advisors
New York
$317K +$307K +16,400 New
Marshall Wace
83
Marshall Wace
United Kingdom
$304K +$295K +15,729 New
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$292K +$283K +15,119 New
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$285K +$276K +14,753 New
TCA
86
Transcend Capital Advisors
New Jersey
$280K – – –
Citigroup
87
Citigroup
New York
$276K +$8.48K +453 +3%
1IA
88
1834 Investment Advisors
Wisconsin
$275K +$150 +8 +0.1%
RIL
89
Rothschild Investment LLC
Illinois
$263K – – –
BWP
90
Baldwin Wealth Partners
Massachusetts
$263K +$255K +13,616 New
LWAC
91
Laurel Wealth Advisors (California)
California
$256K +$248K +13,252 New
Lido Advisors
92
Lido Advisors
California
$254K +$240K +12,818 New
PP
93
Paloma Partners
Connecticut
$250K +$241K +12,895 New
DA
94
Doliver Advisors
Texas
$247K +$240K +12,800 New
Canada Life
95
Canada Life
Manitoba, Canada
$237K -$80.8K -4,318 -26%
1832 Asset Management
96
1832 Asset Management
Ontario, Canada
$231K – – –
KA
97
Kovack Advisors
Florida
$230K – – –
FWM
98
Foresight Wealth Management
Utah
$229K – – –
CWM
99
Concentrum Wealth Management
California
$228K – – –
PWA
100
Physician Wealth Advisors
Utah
$223K +$14.9K +798 +8%
2 3
4
5 6

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.