Goldman Sachs BDC
GSBD
100 hedge funds and large institutions have $304M invested in Goldman Sachs BDC in 2019 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 7 closing their positions.
300% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 7
29% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 24
25% more funds holding
Funds holding: 80 → 100 (+20)
7% more capital invested
Capital invested by funds: $286M → $304M (+$18.8M)
0.24% more ownership
Funds ownership: 35.24% → 35.48% (+0.24%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| 1 |
CG
Colony Group
Boston,
Massachusetts
|
+$3.03M |
| 2 |
VanEck Associates
New York
|
+$1.51M |
| 3 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$1.42M |
| 4 |
JP Morgan Chase
New York
|
+$940K |
| 5 |
Morgan Stanley
New York
|
+$773K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TAM
101
Todd Asset Management
Louisville,
Kentucky
| – | -$401K | -19,950 | Closed |
|
102
Citadel Advisors
Miami,
Florida
| – | -$233K | -11,615 | Closed |
|
|
TFS
103
TrustCore Financial Services
Brentwood,
Tennessee
| – | -$22K | -1,075 | Closed |
|
|
TRCT
104
Tower Research Capital (TRC)
New York
| – | -$10K | -515 | Closed |
|
|
PO
105
Private Ocean
San Rafael,
California
| – | -$7K | -343 | Closed |
|
106
Barclays
London,
United Kingdom
| – | -$1K | -53 | Closed |
|
107
Fidelity Investments
Boston,
Massachusetts
| – | +$21 | +1 | New |
|
GSBD Hedge Fund Activity: Q4 2019 in Review
100 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs BDC (GSBD) for Q4 2019, worth a combined $304M — up 6.6% from $286M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new GSBD positions and 7 closed out — a net gain of 21 holders — while 31 added to existing stakes and 24 trimmed.
The largest buyer was Colony Group, opening a new position worth an estimated $3.03M. The largest seller was Muzinich & Co, cutting an estimated $2.4M.
- 100 institutional investors held Goldman Sachs BDC (GSBD) as of Q4 2019, up from 80 in Q3 2019.
- Funds reported $304M of Goldman Sachs BDC stock for Q4 2019, up 6.6% quarter-over-quarter.
- 28 funds opened new Goldman Sachs BDC positions in Q4 2019 and 7 closed out, a net change of +21 holders.
- The largest Goldman Sachs BDC buyer in Q4 2019 was Colony Group, an estimated $3.03M added.
- The largest Goldman Sachs BDC seller in Q4 2019 was Muzinich & Co, an estimated $2.4M sold.
Based on aggregated 13F filings for Q4 2019.