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Goldman Sachs BDC

198 hedge funds and large institutions have $499M invested in Goldman Sachs BDC in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $3.76M | Put options by funds: $1.31M

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

4% more funds holding

Funds holding: 190198 (+8)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.31% less ownership

Funds ownership: 29.43%29.12% (-0.31%)

4% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 55

14% less capital invested

Capital invested by funds: $580M → $499M (-$81.4M)

Holders
198
Holders Change
+8
Holders Change %
+4.21%
% of All Funds
3.34%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
23
Increased
53
Reduced
55
Closed
13
Calls
$3.76M
Puts
$1.31M
Net Calls
+$2.45M
Net Calls Change
+$172K
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
76
Monument Capital Management
Virginia
$585K -$19.8K -1,073 -3%
PPW
77
Pinnacle Private Wealth
Massachusetts
$548K +$201K +10,889 +50%
NHC
78
Nicholas Hoffman & Company
Georgia
$540K -$6.28K -340 -1%
MML Investors Services
79
MML Investors Services
Massachusetts
$504K -$40.7K -2,204 -7%
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$504K +$58.5K +3,169 +12%
SCA
81
Snowden Capital Advisors
New York
$498K
OWM
82
Olympus Wealth Management
Utah
$497K
SFP
83
Sweet Financial Partners
Minnesota
$497K
DE
84
Day & Ennis
Georgia
$496K
Mariner
85
Mariner
Kansas
$495K +$65.4K +3,545 +14%
HCP
86
Hexagon Capital Partners
Arkansas
$495K +$143K +7,756 +36%
EW
87
Evoke Wealth
California
$483K
Bank of America
88
Bank of America
North Carolina
$469K +$109K +5,895 +27%
KCPG
89
Kavar Capital Partners Group
Kansas
$467K +$513K +27,772 New
Lido Advisors
90
Lido Advisors
California
$459K -$47.5K -2,573 -9%
CWM
91
Circle Wealth Management
New Jersey
$458K +$2.07K +112 +0.4%
GA
92
Greytown Advisors
Florida
$456K -$16.4K -890 -3%
NA
93
NewEdge Advisors
Louisiana
$449K +$105K +5,696 +27%
OC
94
Oppenheimer & Co
New York
$438K +$482K +26,100 New
GI
95
GAMCO Investors
Connecticut
$432K
DAS
96
Dynamic Advisor Solutions
Arizona
$428K -$484K -26,224 -51%
IAN
97
Integrated Advisors Network
Texas
$408K -$906K -49,093 -67%
JMPWA
98
JP Morgan Private Wealth Advisors
California
$404K
BRWA
99
B. Riley Wealth Advisors
Florida
$402K -$19.4K -1,050 -4%
Envestnet Asset Management
100
Envestnet Asset Management
Illinois
$401K -$180K -9,760 -29%

GSBD Hedge Fund Activity: Q2 2022 in Review

198 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs BDC (GSBD) for Q2 2022, worth a combined $499M — down 14% from $580M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new GSBD positions and 13 closed out — a net gain of 10 holders — while 53 added to existing stakes and 55 trimmed.

The largest buyer was Invesco, adding an estimated $1.85M. The largest seller was Zeke Capital Advisors, exiting entirely with an estimated $5.12M sold.

  • 198 institutional investors held Goldman Sachs BDC (GSBD) as of Q2 2022, up from 190 in Q1 2022.
  • Funds reported $499M of Goldman Sachs BDC stock for Q2 2022, down 14% quarter-over-quarter.
  • 23 funds opened new Goldman Sachs BDC positions in Q2 2022 and 13 closed out, a net change of +10 holders.
  • The largest Goldman Sachs BDC buyer in Q2 2022 was Invesco, an estimated $1.85M added.
  • The largest Goldman Sachs BDC seller in Q2 2022 was Zeke Capital Advisors, an estimated $5.12M sold.

Based on aggregated 13F filings for Q2 2022.