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Goldman Sachs BDC
GSBD

158 hedge funds and large institutions have $499M invested in Goldman Sachs BDC in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 88 increasing their positions, 25 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 25

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

10% more capital invested

Capital invested by funds: $456M → $499M (+$43.6M)

3.81% more ownership

Funds ownership: 22.86% → 26.67% (+3.8%)

2% more funds holding

Funds holding: 155 → 158 (+3)

Holders
158
Holders Change
+3
Holders Change %
+1.94%
% of All Funds
2.77%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
20
Increased
88
Reduced
25
Closed
16
Calls
$556K
Puts
–
Net Calls
+$556K
Net Calls Change
+$556K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$12.6M
2
AI
AXS Investments
New York
+$12.4M
3
Millennium Management
Millennium Management
New York
+$7.18M
4
Ameriprise
Ameriprise
Minnesota
+$5.8M
5
RJA
Raymond James & Associates
Florida
+$4.99M

Top Sellers

1
SO
STRS Ohio
Ohio
-$6.94M
2
QC
Quadrature Capital
United Kingdom
-$1.86M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.69M
4
Norges Bank
Norges Bank
Norway
-$1.59M
5
Creative Planning
Creative Planning
Kansas
-$1.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSS
76
Cubist Systematic Strategies
Connecticut
$548K +$571K +29,872 New
SCA
77
Snowden Capital Advisors
New York
$544K +$189K +9,884 +50%
DE
78
Day & Ennis
Georgia
$542K +$188K +9,851 +50%
EW
79
Evoke Wealth
California
$539K +$147K +7,700 +37%
KCPG
80
Kavar Capital Partners Group
Kansas
$525K +$547K +28,600 New
NHC
81
Nicholas Hoffman & Company
Georgia
$514K +$106K +5,566 +25%
Lido Advisors
82
Lido Advisors
California
$502K +$131K +6,836 +33%
BCM
83
Brookstone Capital Management
Illinois
$482K +$486K +25,419 New
ETC
84
Exchange Traded Concepts
Oklahoma
$468K +$487K +25,483 New
DA
85
Doliver Advisors
Texas
$460K +$157K +8,225 +49%
JMPWA
86
JP Morgan Private Wealth Advisors
California
$442K – – –
SIAP
87
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$435K +$172 +9 +0%
CG
88
Clarus Group
Texas
$434K – – –
GT
89
Greenleaf Trust
Michigan
$434K +$151K +7,888 +50%
AA
90
Ancora Advisors
Ohio
$433K +$451K +23,587 New
C
91
Certuity
Florida
$432K – – –
DTL
92
Dynamic Technology Lab
Singapore
$417K +$21.8K +1,138 +5%
CWM
93
Circle Wealth Management
New Jersey
$414K +$432K +22,572 New
CA
94
Crewe Advisors
Utah
$409K +$217K +11,370 +104%
AWA
95
Arkadios Wealth Advisors
Georgia
$407K +$61.6K +3,220 +17%
CAS
96
Cascadia Advisory Services
Oregon
$406K +$130K +6,775 +44%
CWM
97
CCG Wealth Management
California
$381K – – –
WA
98
Wealth Architects
California
$378K +$131K +6,873 +50%
1IA
99
1834 Investment Advisors
Wisconsin
$360K – – –
LWM
100
Laidlaw Wealth Management
New York
$347K +$15.6K +813 +4%
2 3
4
5 6

GSBD Hedge Fund Activity: Q3 2021 in Review

158 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs BDC (GSBD) for Q3 2021, worth a combined $499M — up 9.6% from $456M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new GSBD positions and 16 closed out — a net gain of 4 holders — while 88 added to existing stakes and 25 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $12.6M. The largest seller was STRS Ohio, cutting an estimated $6.94M.

  • 158 institutional investors held Goldman Sachs BDC (GSBD) as of Q3 2021, up from 155 in Q2 2021.
  • Funds reported $499M of Goldman Sachs BDC stock for Q3 2021, up 9.6% quarter-over-quarter.
  • 20 funds opened new Goldman Sachs BDC positions in Q3 2021 and 16 closed out, a net change of +4 holders.
  • The largest Goldman Sachs BDC buyer in Q3 2021 was Morgan Stanley, an estimated $12.6M added.
  • The largest Goldman Sachs BDC seller in Q3 2021 was STRS Ohio, an estimated $6.94M sold.

Based on aggregated 13F filings for Q3 2021.