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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

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

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
Cambridge Investment Research Advisors
151
Cambridge Investment Research Advisors
Iowa
$209K +$211K +10,681 New
LWAC
152
Laurel Wealth Advisors (California)
California
$202K +$204K +10,308 New
DC
153
Davenport & Co
Virginia
$201K – – –
OCAM
154
Onex Canada Asset Management
Ontario, Canada
$196K +$198K +10,000 New
PWA
155
Physician Wealth Advisors
Utah
$192K – – –
Acadian Asset Management
156
Acadian Asset Management
Massachusetts
$191K -$30.3K -1,535 -14%
JIP
157
Jaffetilchin Investment Partners
Florida
$188K +$9.41K +476 +5%
WWM
158
Wolff Wiese Magana
California
$173K – – –
APA
159
American Portfolios Advisors
New York
$154K – – –
LSV Asset Management
160
LSV Asset Management
Illinois
$139K – – –
OIA
161
Optimum Investment Advisors
Illinois
$127K -$28.9K -1,465 -18%
HCM
162
Highlander Capital Management
New Jersey
$108K – – –
SWM
163
Spire Wealth Management
Virginia
$106K – – –
NWM
164
Nauset Wealth Management
Connecticut
$103K +$103K +5,232 New
PCC
165
Park Circle Company
Maryland
$102K – – –
KFI
166
Key Financial Inc
Pennsylvania
$80K – – –
JP Morgan Chase
167
JP Morgan Chase
New York
$59K – – –
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$55K -$161K -8,123 -74%
LCM
169
Logan Capital Management
Pennsylvania
$49K – – –
HNB
170
Huntington National Bank
Ohio
$45K – – –
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$29K – – –
Lazard Asset Management
172
Lazard Asset Management
New York
$29K +$29.3K +1,485 New
CFGS
173
Concourse Financial Group Securities
Alabama
$24K – – –
FWM
174
Focused Wealth Management
New York
$23K +$59 +3 +0.3%
HWA
175
HHM Wealth Advisors
Tennessee
$22K – – –
5 6
7
8 9

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.