We are live on ! Find out more
GSBD icon

Goldman Sachs BDC

158 hedge funds and large institutions have $499M invested in Goldman Sachs BDC in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 88 increasing their positions, 25 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 25

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

10% more capital invested

Capital invested by funds: $456M → $499M (+$43.6M)

3.81% more ownership

Funds ownership: 22.86%26.67% (+3.8%)

2% more funds holding

Funds holding: 155158 (+3)

Holders
158
Holders Change
+3
Holders Change %
+1.94%
% of All Funds
2.77%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
20
Increased
88
Reduced
25
Closed
16
Calls
$556K
Puts
Net Calls
+$556K
Net Calls Change
+$556K
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
101
Dynamic Advisor Solutions
Arizona
$337K +$113K +5,926 +48%
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$329K
Acadian Asset Management
103
Acadian Asset Management
Massachusetts
$328K +$49.9K +2,607 +17%
BC
104
Burleson & Co
California
$325K -$170K -8,876 -33%
Northern Trust
105
Northern Trust
Illinois
$307K -$17.7K -927 -5%
IAS
106
Investment Advisory Services
Texas
$297K +$310K +16,204 New
CCM
107
Covington Capital Management
California
$291K +$37.7K +1,972 +14%
Victory Capital Management
108
Victory Capital Management
Texas
$280K +$292K +15,262 New
TI
109
Trexquant Investment
Connecticut
$279K +$27.2K +1,424 +10%
TNA
110
True North Advisors
Texas
$271K +$283K +14,790 New
Citigroup
111
Citigroup
New York
$264K -$2.79K -146 -1%
Bank of New York Mellon
112
Bank of New York Mellon
New York
$261K +$272K +14,245 New
CF
113
Centaurus Financial
California
$259K +$35.4K +1,850 +15%
RIL
114
Rothschild Investment LLC
Illinois
$249K
ASN
115
Advisory Services Network
Georgia
$248K +$24.9K +1,304 +11%
Canada Life
116
Canada Life
Manitoba, Canada
$245K +$1.91K +100 +0.8%
WA
117
Wealth Alliance
New York
$242K
PWA
118
Physician Wealth Advisors
Utah
$236K +$22.3K +1,165 +10%
CG
119
CFO4Life Group
Texas
$234K -$10.9K -568 -4%
EH
120
Equitable Holdings
New York
$234K +$243K +12,725 New
1832 Asset Management
121
1832 Asset Management
Ontario, Canada
$233K +$5.51K +288 +2%
SAM
122
SP Asset Management
California
$231K +$612 +32 +0.3%
SSA
123
Schonfeld Strategic Advisors
New York
$227K -$82.2K -4,300 -26%
KA
124
Kovack Advisors
Florida
$222K +$3.83K +200 +2%
Barclays
125
Barclays
United Kingdom
$219K +$213K +11,116 +1,317%

GSBD Hedge Fund Activity: Q3 2021 in Review

158 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs BDC (GSBD) for Q3 2021, worth a combined $499M — up 9.6% from $456M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new GSBD positions and 16 closed out — a net gain of 4 holders — while 88 added to existing stakes and 25 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $12.6M. The largest seller was STRS Ohio, cutting an estimated $6.94M.

  • 158 institutional investors held Goldman Sachs BDC (GSBD) as of Q3 2021, up from 155 in Q2 2021.
  • Funds reported $499M of Goldman Sachs BDC stock for Q3 2021, up 9.6% quarter-over-quarter.
  • 20 funds opened new Goldman Sachs BDC positions in Q3 2021 and 16 closed out, a net change of +4 holders.
  • The largest Goldman Sachs BDC buyer in Q3 2021 was Morgan Stanley, an estimated $12.6M added.
  • The largest Goldman Sachs BDC seller in Q3 2021 was STRS Ohio, an estimated $6.94M sold.

Based on aggregated 13F filings for Q3 2021.