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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
Bank of New York Mellon
101
Bank of New York Mellon
New York
$492K +$503K +32,757 New
FFA
102
Founders Financial Alliance
North Carolina
$486K +$110K +7,164 +28%
GC
103
Guggenheim Capital
Illinois
$456K +$23.3K +1,519 +5%
OC
104
Oppenheimer & Co
New York
$446K -$9.67K -630 -2%
SI
105
Stephens Inc
Arkansas
$442K
PI
106
PFG Investments
New York
$438K +$64K +4,171 +17%
WWC
107
Waypoint Wealth Counsel
Georgia
$437K -$38.1K -2,483 -8%
RJT
108
Raymond James Trust
Florida
$431K +$70.1K +4,567 +19%
EH
109
Equitable Holdings
New York
$422K
SWM
110
SeaCrest Wealth Management
New York
$409K +$18.4K +1,200 +5%
MHS
111
M Holdings Securities
Oregon
$409K +$30.7K +2,000 +8%
MLIC
112
Mandatum Life Insurance Company
Finland
$396K +$128K +8,309 +46%
GI
113
GAMCO Investors
Connecticut
$386K
Comerica Bank
114
Comerica Bank
Texas
$372K -$19.7K -1,283 -5%
CIM
115
Cambria Investment Management
California
$362K +$105K +6,809 +39%
GT
116
Greenleaf Trust
Michigan
$356K
AA
117
Ancora Advisors
Ohio
$355K
NHC
118
Nicholas Hoffman & Company
Georgia
$343K +$215 +14 +0.1%
KCM
119
Kendall Capital Management
Maryland
$339K +$346K +22,545 New
FCM
120
Fourpath Capital Management
Oklahoma
$328K -$12.4K -808 -4%
HCP
121
Hexagon Capital Partners
Arkansas
$320K +$307 +20 +0.1%
WA
122
Wealth Architects
California
$310K
WSC
123
Wellington Shields & Co
New York
$308K +$52K +3,385 +20%
Focus Partners Wealth
124
Focus Partners Wealth
Massachusetts
$307K
Wealth Enhancement Advisory Services
125
Wealth Enhancement Advisory Services
Minnesota
$304K +$310K +20,195 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.