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Goldman Sachs BDC
GSBD

214 hedge funds and large institutions have $525M invested in Goldman Sachs BDC in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 67 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

834% more call options, than puts

Call options by funds: $1.25M | Put options by funds: $134K

38% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 21

15% more capital invested

Capital invested by funds: $458M → $525M (+$67.7M)

4.02% more ownership

Funds ownership: 28.69% → 32.71% (+4%)

1% more funds holding

Funds holding: 211 → 214 (+3)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

1% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 67

Holders
214
Holders Change
+3
Holders Change %
+1.42%
% of All Funds
3.12%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
29
Increased
66
Reduced
67
Closed
21
Calls
$1.25M
Puts
$134K
Net Calls
+$1.12M
Net Calls Change
+$1.22M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$56.7M
2
IA
Icon Advisers
Colorado
+$3.59M
3
CCM
Callodine Capital Management
Massachusetts
+$2.9M
4
VanEck Associates
VanEck Associates
New York
+$2.62M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$1.97M

Top Sellers

1
Invesco
Invesco
Georgia
-$2.79M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.49M
3
HighTower Advisors
HighTower Advisors
Illinois
-$1.45M
4
Creative Planning
Creative Planning
Kansas
-$1.32M
5
Wells Fargo
Wells Fargo
California
-$1.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
WSC
126
Wellington Shields & Co
New York
$245K +$11.6K +800 +5%
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$243K – – –
KAS
128
Kestra Advisory Services
Texas
$234K +$10.4K +718 +5%
CA
129
Cetera Advisors
Colorado
$231K +$50.4K +3,473 +28%
N
130
Natixis
France
$228K – – –
VIA
131
Virtus Investment Advisers
Connecticut
$227K – – –
FCM
132
Family Capital Management
Michigan
$226K -$249K -17,196 -53%
NHC
133
Nicholas Hoffman & Company
Georgia
$225K -$190K -13,134 -46%
CAM
134
Cresset Asset Management
Illinois
$223K +$5.26K +363 +3%
1832 Asset Management
135
1832 Asset Management
Ontario, Canada
$223K – – –
IAIM
136
International Assets Investment Management
Florida
$217K -$261K -18,000 -55%
WP
137
Westmount Partners
California
$217K – – –
AP
138
Americana Partners
Texas
$214K – – –
BWA
139
Beam Wealth Advisors
Louisiana
$213K -$6.09K -420 -3%
PA
140
Prossimo Advisors
California
$208K -$11K -760 -5%
MA
141
Mutual Advisors
Nebraska
$203K +$201K +13,873 New
BRWA
142
B. Riley Wealth Advisors
Florida
$201K +$43K +2,967 +29%
CIBC Private Wealth Group
143
CIBC Private Wealth Group
Georgia
$199K – – –
ProShare Advisors
144
ProShare Advisors
Maryland
$195K -$20.9K -1,441 -10%
IA
145
IFP Advisors
Florida
$190K -$7.42K -512 -4%
DAS
146
Dynamic Advisor Solutions
Arizona
$190K -$85K -5,859 -31%
RIA
147
Regal Investment Advisors
Michigan
$188K -$17.1K -1,177 -8%
FFA
148
First Foundation Advisors
California
$184K – – –
VF
149
Virtu Financial
New York
$181K +$179K +12,327 New
JWCA
150
J.W. Cole Advisors
Florida
$178K +$6.87K +474 +4%
4 5
6
7 8

GSBD Hedge Fund Activity: Q4 2023 in Review

214 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs BDC (GSBD) for Q4 2023, worth a combined $525M — up 15% from $458M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new GSBD positions and 21 closed out — a net gain of 8 holders — while 66 added to existing stakes and 67 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $56.7M. The largest seller was Invesco, cutting an estimated $2.79M.

  • 214 institutional investors held Goldman Sachs BDC (GSBD) as of Q4 2023, up from 211 in Q3 2023.
  • Funds reported $525M of Goldman Sachs BDC stock for Q4 2023, up 15% quarter-over-quarter.
  • 29 funds opened new Goldman Sachs BDC positions in Q4 2023 and 21 closed out, a net change of +8 holders.
  • The largest Goldman Sachs BDC buyer in Q4 2023 was Morgan Stanley, an estimated $56.7M added.
  • The largest Goldman Sachs BDC seller in Q4 2023 was Invesco, an estimated $2.79M sold.

Based on aggregated 13F filings for Q4 2023.