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Goldman Sachs BDC

216 hedge funds and large institutions have $528M invested in Goldman Sachs BDC in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 70 increasing their positions, 61 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,849% more call options, than puts

Call options by funds: $3.29M | Put options by funds: $169K

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

15% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 61

7% more capital invested

Capital invested by funds: $495M → $528M (+$32.4M)

2% more funds holding

Funds holding: 212216 (+4)

1.14% more ownership

Funds ownership: 30.12%31.26% (+1.1%)

Holders
216
Holders Change
+4
Holders Change %
+1.89%
% of All Funds
3.12%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
27
Increased
70
Reduced
61
Closed
20
Calls
$3.29M
Puts
$169K
Net Calls
+$3.12M
Net Calls Change
+$545K
Name Holding Trade Value Shares
Change
Change in
Stake
MF
76
Magnetar Financial
Illinois
$742K +$758K +49,353 New
AWM
77
Apollon Wealth Management
South Carolina
$739K +$30.7K +2,000 +4%
HWP
78
Hibernia Wealth Partners
Louisiana
$721K -$129K -8,408 -15%
AWM
79
Axxcess Wealth Management
California
$710K
JF
80
Jump Financial
Illinois
$709K -$471K -30,715 -39%
MML Investors Services
81
MML Investors Services
Massachusetts
$701K -$28.7K -1,873 -4%
TC
82
TownSquare Capital
Utah
$671K +$58.2K +3,789 +9%
ACM
83
Aquatic Capital Management
Illinois
$669K +$540K +35,200 +378%
YIH
84
Y-Intercept (HK)
Hong Kong
$652K +$300K +19,536 +82%
STA
85
Summit Trail Advisors
New York
$634K +$628K +40,924 New
HG
86
Herbst Group
Connecticut
$631K -$59.9K -3,900 -9%
WMA
87
West Michigan Advisors
Michigan
$611K
BWP
88
Baldwin Wealth Partners
Massachusetts
$608K +$4.61K +300 +0.7%
KP
89
Keel Point
Alabama
$602K +$678K +44,175 New
PAG
90
Private Advisor Group
New Jersey
$595K +$30.1K +1,963 +5%
Jane Street
91
Jane Street
New York
$582K +$2.18K +142 +0.4%
Mercer Global Advisors
92
Mercer Global Advisors
Colorado
$572K +$537 +35 +0.1%
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
$566K -$38.7K -2,520 -6%
Mariner
94
Mariner
Kansas
$560K -$15.4K -1,005 -3%
PWM
95
Perigon Wealth Management
California
$547K +$75.1K +4,890 +16%
SCA
96
Snowden Capital Advisors
New York
$543K +$39K +2,540 +8%
WA
97
Waverly Advisors
Alabama
$542K +$25.9K +1,686 +5%
RWA
98
Redhawk Wealth Advisors
Minnesota
$537K -$25.9K -1,687 -5%
C
99
Certuity
Florida
$516K
SSA
100
Schonfeld Strategic Advisors
New York
$511K +$522K +34,000 New

GSBD Hedge Fund Activity: Q2 2024 in Review

216 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs BDC (GSBD) for Q2 2024, worth a combined $528M — up 6.5% from $495M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new GSBD positions and 20 closed out — a net gain of 7 holders — while 70 added to existing stakes and 61 trimmed.

The largest buyer was Marshall Wace, opening a new position worth an estimated $18.9M. The largest seller was Citadel Advisors, cutting an estimated $2.65M.

  • 216 institutional investors held Goldman Sachs BDC (GSBD) as of Q2 2024, up from 212 in Q1 2024.
  • Funds reported $528M of Goldman Sachs BDC stock for Q2 2024, up 6.5% quarter-over-quarter.
  • 27 funds opened new Goldman Sachs BDC positions in Q2 2024 and 20 closed out, a net change of +7 holders.
  • The largest Goldman Sachs BDC buyer in Q2 2024 was Marshall Wace, an estimated $18.9M added.
  • The largest Goldman Sachs BDC seller in Q2 2024 was Citadel Advisors, an estimated $2.65M sold.

Based on aggregated 13F filings for Q2 2024.