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Goldman Sachs BDC
GSBD

155 hedge funds and large institutions have $456M invested in Goldman Sachs BDC in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 75 increasing their positions, 24 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 24

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

18% more capital invested

Capital invested by funds: $385M → $456M (+$70.6M)

8% more funds holding

Funds holding: 144 → 155 (+11)

3.26% more ownership

Funds ownership: 19.6% → 22.86% (+3.3%)

Holders
155
Holders Change
+11
Holders Change %
+7.64%
% of All Funds
2.7%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
32
Increased
75
Reduced
24
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$8.51M
2
HighTower Advisors
HighTower Advisors
Illinois
+$5.84M
3
ACP
Arcus Capital Partners
Georgia
+$5.01M
4
RJA
Raymond James & Associates
Florida
+$4.39M
5
ACM
Advisors Capital Management
New Jersey
+$4.39M

Top Sellers

1
SO
STRS Ohio
Ohio
-$4.48M
2
C
Cliffwater
California
-$2.7M
3
Bank of America
Bank of America
North Carolina
-$1.9M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
-$1.35M
5
GF
Gries Financial
Ohio
-$1.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
151
Blume Capital Management
California
$7K – – –
ME
152
McIlrath & Eck
Washington
$2K – – –
FWM
153
Focused Wealth Management
New York
$2K +$59 +3 +3%
LSWM
154
Lorne Steinberg Wealth Management
Canada
$2K +$1.98K +100 New
BNP Paribas Financial Markets
155
BNP Paribas Financial Markets
France
$98 +$99 +5 New
California Public Employees Retirement System
156
California Public Employees Retirement System
California
– -$1.35M -70,000 Closed
GF
157
Gries Financial
Ohio
– -$1.28M -66,070 Closed
LCWP
158
Legacy Capital Wealth Partners
Arkansas
– -$1.12M -56,744 Closed
NEAM
159
New England Asset Management
Connecticut
– -$1.07M -55,491 Closed
CC
160
Claybrook Capital
Massachusetts
– -$912K -47,200 Closed
CWM
161
Centric Wealth Management
Illinois
– -$870K -45,000 Closed
Neuberger Berman Group
162
Neuberger Berman Group
New York
– -$423K -21,902 Closed
AIM
163
Aigen Investment Management
New York
– -$378K -19,540 Closed
Russell Investments Group
164
Russell Investments Group
United Kingdom
– -$335K -17,165 Closed
TCA
165
Transcend Capital Advisors
New Jersey
– -$280K -14,500 Closed
PP
166
Paloma Partners
Connecticut
– -$250K -12,895 Closed
HIM
167
HawsGoodwin Investment Management
Tennessee
– -$209K -10,797 Closed
MF
168
Manchester Financial
California
– -$107K -5,554 Closed
Bank of Montreal
169
Bank of Montreal
Ontario, Canada
– -$81K -4,000 Closed
AF
170
Advisornet Financial
Minnesota
– -$25K -1,300 Closed
IAIM
171
International Assets Investment Management
Florida
– -$24K -1,264 Closed
VBCG
172
Valley Brook Capital Group
Pennsylvania
– -$7K -400 Closed
AIC
173
Ameritas Investment Company
Nebraska
– -$3.87K -200 Closed
CAL
174
Capital Analysts LLC
Pennsylvania
– -$2K -100 Closed
APA
175
American Portfolios Advisors
New York
– -$677 -35 Closed
3 4 5 6
7

GSBD Hedge Fund Activity: Q2 2021 in Review

155 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs BDC (GSBD) for Q2 2021, worth a combined $456M — up 18% from $385M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new GSBD positions and 21 closed out — a net gain of 11 holders — while 75 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.51M. The largest seller was STRS Ohio, cutting an estimated $4.48M.

  • 155 institutional investors held Goldman Sachs BDC (GSBD) as of Q2 2021, up from 144 in Q1 2021.
  • Funds reported $456M of Goldman Sachs BDC stock for Q2 2021, up 18% quarter-over-quarter.
  • 32 funds opened new Goldman Sachs BDC positions in Q2 2021 and 21 closed out, a net change of +11 holders.
  • The largest Goldman Sachs BDC buyer in Q2 2021 was Morgan Stanley, an estimated $8.51M added.
  • The largest Goldman Sachs BDC seller in Q2 2021 was STRS Ohio, an estimated $4.48M sold.

Based on aggregated 13F filings for Q2 2021.