We are live on ! Find out more
GSBD icon

Goldman Sachs BDC

215 hedge funds and large institutions have $430M invested in Goldman Sachs BDC in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 71 increasing their positions, 65 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

2% more funds holding

Funds holding: 210215 (+5)

1.72% more ownership

Funds ownership: 29.12%30.84% (+1.7%)

9% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 65

9% more call options, than puts

Call options by funds: $1.07M | Put options by funds: $981K

5% more capital invested

Capital invested by funds: $410M → $430M (+$20M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
215
Holders Change
+5
Holders Change %
+2.38%
% of All Funds
3.43%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
27
Increased
71
Reduced
65
Closed
20
Calls
$1.07M
Puts
$981K
Net Calls
+$89K
Net Calls Change
-$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
76
IHT Wealth Management
Illinois
$729K +$103K +6,923 +15%
AWM
77
Axxcess Wealth Management
California
$685K -$176K -11,780 -19%
Citadel Advisors
78
Citadel Advisors
Florida
$648K -$325K -21,797 -31%
CC
79
Claybrook Capital
Massachusetts
$644K
Corient Private Wealth
80
Corient Private Wealth
Florida
$623K +$3.18K +213 +0.5%
AWM
81
Apollon Wealth Management
South Carolina
$599K +$14.9K +1,000 +2%
MML Investors Services
82
MML Investors Services
Massachusetts
$599K +$238K +15,950 +57%
CF
83
Centaurus Financial
California
$590K -$13.7K -916 -2%
SI
84
Stephens Inc
Arkansas
$585K
MM
85
MQS Management
New York
$573K +$627K +42,012 New
Mackenzie Financial
86
Mackenzie Financial
Ontario, Canada
$573K +$180K +12,067 +40%
Northern Trust
87
Northern Trust
Illinois
$566K -$24.9K -1,668 -4%
VCM
88
Versant Capital Management
Arizona
$561K
Neuberger Berman Group
89
Neuberger Berman Group
New York
$539K +$732 +49 +0.1%
KI
90
Kula Investments
Illinois
$533K +$583K +39,071 New
YIH
91
Y-Intercept (HK)
Hong Kong
$531K +$176K +11,820 +44%
BWP
92
Baldwin Wealth Partners
Massachusetts
$510K
OC
93
Oppenheimer & Co
New York
$500K +$39.3K +2,633 +8%
PAG
94
Private Advisor Group
New Jersey
$492K -$38.8K -2,600 -7%
Mariner
95
Mariner
Kansas
$480K +$25.4K +1,700 +5%
MHS
96
M Holdings Securities
Oregon
$463K -$8.39K -562 -2%
WWC
97
Waypoint Wealth Counsel
Georgia
$445K -$272K -18,231 -36%
FCM
98
Family Capital Management
Michigan
$444K +$6.29K +421 +1%
RJT
99
Raymond James Trust
Florida
$441K -$2.88K -193 -0.6%
MIM
100
Monashee Investment Management
Massachusetts
$438K +$479K +32,100 New

GSBD Hedge Fund Activity: Q1 2023 in Review

215 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs BDC (GSBD) for Q1 2023, worth a combined $430M — up 4.9% from $410M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new GSBD positions and 20 closed out — a net gain of 7 holders — while 71 added to existing stakes and 65 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.8M. The largest seller was Cliffwater, cutting an estimated $6.74M.

  • 215 institutional investors held Goldman Sachs BDC (GSBD) as of Q1 2023, up from 210 in Q4 2022.
  • Funds reported $430M of Goldman Sachs BDC stock for Q1 2023, up 4.9% quarter-over-quarter.
  • 27 funds opened new Goldman Sachs BDC positions in Q1 2023 and 20 closed out, a net change of +7 holders.
  • The largest Goldman Sachs BDC buyer in Q1 2023 was Morgan Stanley, an estimated $13.8M added.
  • The largest Goldman Sachs BDC seller in Q1 2023 was Cliffwater, an estimated $6.74M sold.

Based on aggregated 13F filings for Q1 2023.