Goldman Sachs BDC
GSBD
144 hedge funds and large institutions have $385M invested in Goldman Sachs BDC in 2021 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 50 increasing their positions, 23 reducing their positions, and 10 closing their positions.
360% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 10
117% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 23
32% more funds holding
Funds holding: 109 → 144 (+35)
22% more capital invested
Capital invested by funds: $315M → $385M (+$69.9M)
3.37% more ownership
Funds ownership: 16.23% → 19.6% (+3.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.19M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$5.07M |
| 3 |
ACP
Arcus Capital Partners
Atlanta,
Georgia
|
+$4.88M |
| 4 |
ZCA
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
+$4.49M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$4.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.19M |
| 2 |
Neuberger Berman Group
New York
|
-$1.11M |
| 3 |
RFA
Radnor Financial Advisors
Wayne,
Pennsylvania
|
-$1.09M |
| 4 |
MC
Muzinich & Co
New York
|
-$1M |
| 5 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
-$1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Jane Street
New York
| – | -$194K | -10,167 | Closed |
|
|
MIM
152
Merrion Investment Management
Cranford,
New Jersey
| – | -$57K | -3,000 | Closed |
|
|
EWM
153
Endurance Wealth Management
Providence,
Rhode Island
| – | -$11.4K | -611 | -100% |
|
|
IA
154
Inspire Advisors
Meridian,
Idaho
| – | -$7K | -350 | Closed |
|
GSBD Hedge Fund Activity: Q1 2021 in Review
144 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs BDC (GSBD) for Q1 2021, worth a combined $385M — up 22% from $315M a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new GSBD positions and 10 closed out — a net gain of 36 holders — while 50 added to existing stakes and 23 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $7.19M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.19M sold.
- 144 institutional investors held Goldman Sachs BDC (GSBD) as of Q1 2021, up from 109 in Q4 2020.
- Funds reported $385M of Goldman Sachs BDC stock for Q1 2021, up 22% quarter-over-quarter.
- 46 funds opened new Goldman Sachs BDC positions in Q1 2021 and 10 closed out, a net change of +36 holders.
- The largest Goldman Sachs BDC buyer in Q1 2021 was Morgan Stanley, an estimated $7.19M added.
- The largest Goldman Sachs BDC seller in Q1 2021 was Citadel Advisors, an estimated $1.19M sold.
Based on aggregated 13F filings for Q1 2021.