We are live on ! Find out more
GSBD icon

Goldman Sachs BDC
GSBD

155 hedge funds and large institutions have $456M invested in Goldman Sachs BDC in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 75 increasing their positions, 24 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 24

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

18% more capital invested

Capital invested by funds: $385M → $456M (+$70.6M)

8% more funds holding

Funds holding: 144 → 155 (+11)

3.26% more ownership

Funds ownership: 19.6% → 22.86% (+3.3%)

Holders
155
Holders Change
+11
Holders Change %
+7.64%
% of All Funds
2.7%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
32
Increased
75
Reduced
24
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$8.51M
2
HighTower Advisors
HighTower Advisors
Illinois
+$5.84M
3
ACP
Arcus Capital Partners
Georgia
+$5.01M
4
RJA
Raymond James & Associates
Florida
+$4.39M
5
ACM
Advisors Capital Management
New Jersey
+$4.39M

Top Sellers

1
SO
STRS Ohio
Ohio
-$4.48M
2
C
Cliffwater
California
-$2.7M
3
Bank of America
Bank of America
North Carolina
-$1.9M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
-$1.35M
5
GF
Gries Financial
Ohio
-$1.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
101
Wealth Architects
California
$269K +$272K +13,742 New
RIL
102
Rothschild Investment LLC
Illinois
$266K – – –
CG
103
CFO4Life Group
Texas
$261K +$263K +13,326 New
Canada Life
104
Canada Life
Manitoba, Canada
$258K +$16.2K +820 +7%
WA
105
Wealth Alliance
New York
$258K +$261K +13,188 New
WW
106
Westshore Wealth
California
$252K +$254K +12,846 New
FSA
107
Franklin Street Advisors
North Carolina
$246K -$176K -8,892 -41%
DAS
108
Dynamic Advisor Solutions
Arizona
$244K +$246K +12,455 New
1832 Asset Management
109
1832 Asset Management
Ontario, Canada
$242K +$6.68K +338 +3%
CF
110
Centaurus Financial
California
$240K +$21.7K +1,100 +10%
ASN
111
Advisory Services Network
Georgia
$239K +$17.1K +863 +8%
KA
112
Kovack Advisors
Florida
$233K – – –
FWM
113
Foresight Wealth Management
Utah
$232K – – –
SAM
114
SP Asset Management
California
$232K +$240K +12,142 New
CWM
115
Concentrum Wealth Management
California
$231K – – –
BAM
116
Belpointe Asset Management
Nevada
$222K +$19.8K +1,000 +10%
ECM
117
ExodusPoint Capital Management
New York
$220K +$222K +11,210 New
RIA
118
Regal Investment Advisors
Michigan
$220K +$222K +11,225 New
WAP
119
Wealthcare Advisory Partners
Pennsylvania
$216K +$109K +5,516 +100%
PWA
120
Physician Wealth Advisors
Utah
$215K – – –
CA
121
Crewe Advisors
Utah
$214K +$78.9K +3,991 +58%
Qube Research & Technologies (QRT)
122
Qube Research & Technologies (QRT)
United Kingdom
$212K +$214K +10,825 New
LWAC
123
Laurel Wealth Advisors (California)
California
$202K -$58.2K -2,944 -22%
BRWA
124
B. Riley Wealth Advisors
Florida
$202K -$15.9K -804 -7%
SAS
125
Sanford Advisory Services
Michigan
$196K +$198K +10,000 New
3 4
5
6 7

GSBD Hedge Fund Activity: Q2 2021 in Review

155 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs BDC (GSBD) for Q2 2021, worth a combined $456M — up 18% from $385M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new GSBD positions and 21 closed out — a net gain of 11 holders — while 75 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.51M. The largest seller was STRS Ohio, cutting an estimated $4.48M.

  • 155 institutional investors held Goldman Sachs BDC (GSBD) as of Q2 2021, up from 144 in Q1 2021.
  • Funds reported $456M of Goldman Sachs BDC stock for Q2 2021, up 18% quarter-over-quarter.
  • 32 funds opened new Goldman Sachs BDC positions in Q2 2021 and 21 closed out, a net change of +11 holders.
  • The largest Goldman Sachs BDC buyer in Q2 2021 was Morgan Stanley, an estimated $8.51M added.
  • The largest Goldman Sachs BDC seller in Q2 2021 was STRS Ohio, an estimated $4.48M sold.

Based on aggregated 13F filings for Q2 2021.