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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
MCM
101
Monument Capital Management
Virginia
$427K +$36.9K +2,470 +9%
TC
102
TownSquare Capital
Utah
$427K +$32.1K +2,148 +7%
DA
103
Doliver Advisors
Texas
$408K +$68.8K +4,605 +18%
SCA
104
Snowden Capital Advisors
New York
$405K
OWM
105
Olympus Wealth Management
Utah
$404K
DE
106
Day & Ennis
Georgia
$403K
KCPG
107
Kavar Capital Partners Group
Kansas
$401K +$438K +29,347 New
EW
108
Evoke Wealth
California
$395K
NHC
109
Nicholas Hoffman & Company
Georgia
$390K +$22.3K +1,493 +6%
VEA
110
Virtus ETF Advisers
New York
$384K -$4.06K -272 -1%
CAM
111
Cresset Asset Management
Illinois
$361K -$31.4K -2,104 -8%
CAN
112
Cetera Advisor Networks
California
$356K +$55.1K +3,690 +16%
CG
113
Colony Group
Massachusetts
$356K -$203K -13,624 -34%
IA
114
IFP Advisors
Florida
$352K -$201K -13,462 -44%
GI
115
GAMCO Investors
Connecticut
$351K
JMPWA
116
JP Morgan Private Wealth Advisors
California
$349K -$9.06K -607 -2%
AWM
117
AE Wealth Management
Kansas
$334K -$8.93K -598 -2%
FCM
118
Fourpath Capital Management
Oklahoma
$327K +$806 +54 +0.2%
GT
119
Greenleaf Trust
Michigan
$323K
JP Morgan Chase
120
JP Morgan Chase
New York
$322K +$162K +10,844 +85%
AA
121
Ancora Advisors
Ohio
$322K
NRD
122
Nebula Research & Development
New York
$319K +$349K +23,392 New
GC
123
Guggenheim Capital
Illinois
$312K +$39.7K +2,659 +13%
IFG
124
Independent Financial Group
California
$307K +$43.2K +2,891 +15%
RWA
125
Rainsberger Wealth Advisors
Colorado
$302K +$116K +7,761 +54%

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.