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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
KAS
126
Kestra Advisory Services
Texas
$296K +$16.1K +1,049 +6%
DA
127
Doliver Advisors
Texas
$293K -$16.9K -1,100 -5%
ProShare Advisors
128
ProShare Advisors
Maryland
$257K +$26.4K +1,723 +11%
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$250K
CAM
130
Cresset Asset Management
Illinois
$249K +$247K +16,096 New
CAP
131
Columbia Advisory Partners
Washington
$247K +$252K +16,436 New
SWP
132
Strategic Wealth Partners
Ohio
$240K -$35.4K -2,306 -13%
N
133
Natixis
France
$235K
VIA
134
Virtus Investment Advisers
Connecticut
$233K
MA
135
MAS Advisors
Florida
$228K -$813 -53 -0.3%
NG
136
Norden Group
Utah
$226K -$133K -8,668 -37%
ZIG
137
Zuckerman Investment Group
Illinois
$225K
Stifel Financial
138
Stifel Financial
Missouri
$225K +$40.6K +2,647 +22%
WP
139
Westmount Partners
California
$224K
IAIM
140
International Assets Investment Management
Florida
$223K
Northern Trust
141
Northern Trust
Illinois
$221K -$66K -4,297 -23%
CIBC Private Wealth Group
142
CIBC Private Wealth Group
Georgia
$211K
DAS
143
Dynamic Advisor Solutions
Arizona
$193K +$445 +29 +0.2%
FCM
144
Family Capital Management
Michigan
$193K -$29.1K -1,893 -13%
PWA
145
Physician Wealth Advisors
Utah
$193K +$5.33K +347 +3%
WA
146
Wealth Alliance
New York
$186K
EW
147
Evoke Wealth
California
$181K -$757K -49,300 -81%
IA
148
IFP Advisors
Florida
$181K +$936 +61 +0.5%
CG
149
CFO4Life Group
Texas
$181K +$4.63K +302 +3%
BRWA
150
B. Riley Wealth Advisors
Florida
$178K +$17.6K +1,146 +11%

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.