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Goldman Sachs BDC
GSBD

190 hedge funds and large institutions have $580M invested in Goldman Sachs BDC in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 68 increasing their positions, 38 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more call options, than puts

Call options by funds: $3M | Put options by funds: $719K

79% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 38

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

11% more capital invested

Capital invested by funds: $524M → $580M (+$56.1M)

3% more funds holding

Funds holding: 185 → 190 (+5)

2.57% more ownership

Funds ownership: 26.86% → 29.43% (+2.6%)

Holders
190
Holders Change
+5
Holders Change %
+2.7%
% of All Funds
3%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
31
Increased
68
Reduced
38
Closed
25
Calls
$3M
Puts
$719K
Net Calls
+$2.28M
Net Calls Change
+$1.77M

Top Buyers

Rank Fund Capital Flow
1
PWP
Pursue Wealth Partners
California
+$13.7M
2
RJA
Raymond James & Associates
Florida
+$8.72M
3
BlackRock
BlackRock
New York
+$7.78M
4
Morgan Stanley
Morgan Stanley
New York
+$6.4M
5
VanEck Associates
VanEck Associates
New York
+$4.21M

Top Sellers

Rank Fund Capital Flow
1
William Blair & Company
William Blair & Company
Illinois
-$4.2M
2
Ameriprise
Ameriprise
Minnesota
-$3.64M
3
Invesco
Invesco
Georgia
-$3.26M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.38M
5
Creative Planning
Creative Planning
Kansas
-$1.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
126
Cetera Investment Advisers
Illinois
$304K -$60.3K -3,053 -16%
WSC
127
Wellington Shields & Co
New York
$290K +$292K +14,780 New
BWA
128
Beam Wealth Advisors
Louisiana
$282K +$284K +14,384 New
Victory Capital Management
129
Victory Capital Management
Texas
$270K -$8.1K -410 -3%
RIL
130
Rothschild Investment LLC
Illinois
$267K – – –
CG
131
CFO4Life Group
Texas
$261K +$5.18K +262 +2%
WA
132
Wealth Alliance
New York
$259K – – –
RIA
133
Regal Investment Advisors
Michigan
$258K +$25.7K +1,300 +11%
IAIM
134
International Assets Investment Management
Florida
$258K +$260K +13,134 New
1832 Asset Management
135
1832 Asset Management
Ontario, Canada
$256K +$5.85K +296 +2%
CAM
136
Cresset Asset Management
Illinois
$252K +$4.84K +245 +2%
SAM
137
SP Asset Management
California
$250K – – –
CAN
138
Cetera Advisor Networks
California
$245K +$247K +12,483 New
DLG
139
Daniel L. Goodwin
$244K +$246K +12,450 New
FWM
140
Foresight Wealth Management
Utah
$233K – – –
CG
141
Clarus Group
Texas
$232K -$234K -11,832 -50%
CWM
142
Concentrum Wealth Management
California
$231K – – –
TWA
143
TCI Wealth Advisors
Arizona
$231K – – –
BO
144
BRR OpCo
Ohio
$231K +$233K +11,780 New
PCA
145
Providence Capital Advisors
North Carolina
$231K +$233K +11,780 New
SSWM
146
Sheets Smith Wealth Management
North Carolina
$230K +$2.04K +103 +0.9%
IFG
147
Independent Financial Group
California
$226K – – –
KA
148
Kovack Advisors
Florida
$217K -$19.8K -1,000 -8%
BAM
149
Bellevue Asset Management
Washington
$210K – – –
CWM
150
Cedar Wealth Management
California
$209K – – –
4 5
6
7 8

GSBD Hedge Fund Activity: Q1 2022 in Review

190 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs BDC (GSBD) for Q1 2022, worth a combined $580M — up 11% from $524M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new GSBD positions and 25 closed out — a net gain of 6 holders — while 68 added to existing stakes and 38 trimmed.

The largest buyer was Pursue Wealth Partners, opening a new position worth an estimated $13.7M. The largest seller was William Blair & Company, exiting entirely with an estimated $4.2M sold.

  • 190 institutional investors held Goldman Sachs BDC (GSBD) as of Q1 2022, up from 185 in Q4 2021.
  • Funds reported $580M of Goldman Sachs BDC stock for Q1 2022, up 11% quarter-over-quarter.
  • 31 funds opened new Goldman Sachs BDC positions in Q1 2022 and 25 closed out, a net change of +6 holders.
  • The largest Goldman Sachs BDC buyer in Q1 2022 was Pursue Wealth Partners, an estimated $13.7M added.
  • The largest Goldman Sachs BDC seller in Q1 2022 was William Blair & Company, an estimated $4.2M sold.

Based on aggregated 13F filings for Q1 2022.