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Goldman Sachs BDC

215 hedge funds and large institutions have $430M invested in Goldman Sachs BDC in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 71 increasing their positions, 65 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

2% more funds holding

Funds holding: 210215 (+5)

1.72% more ownership

Funds ownership: 29.12%30.84% (+1.7%)

9% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 65

9% more call options, than puts

Call options by funds: $1.07M | Put options by funds: $981K

5% more capital invested

Capital invested by funds: $410M → $430M (+$20M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
215
Holders Change
+5
Holders Change %
+2.38%
% of All Funds
3.43%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
27
Increased
71
Reduced
65
Closed
20
Calls
$1.07M
Puts
$981K
Net Calls
+$89K
Net Calls Change
-$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
151
Koshinski Asset Management
Illinois
$188K -$3.13K -210 -1%
JF
152
Jump Financial
Illinois
$174K -$1.06M -70,788 -85%
CG
153
CFO4Life Group
Texas
$169K +$13.9K +930 +8%
GA
154
Greytown Advisors
Florida
$166K
BCA
155
Bay Colony Advisors
Massachusetts
$165K +$181K +12,115 New
CG
156
Clarus Group
Texas
$162K
CWM
157
Concentrum Wealth Management
California
$161K
TWA
158
TCI Wealth Advisors
Arizona
$161K
PWA
159
Physician Wealth Advisors
Utah
$149K +$5.12K +343 +3%
Envestnet Asset Management
160
Envestnet Asset Management
Illinois
$147K -$143K -9,582 -47%
SWP
161
Strategic Wealth Partners
Ohio
$143K
PWP
162
Private Wealth Partners
California
$139K -$381K -25,500 -71%
DLG
163
Daniel L. Goodwin
$138K -$67.9K -4,550 -31%
SSWM
164
Sheets Smith Wealth Management
North Carolina
$138K
OCAM
165
Onex Canada Asset Management
Ontario, Canada
$137K
KA
166
Kovack Advisors
Florida
$137K +$149K +10,000 New
CA
167
Crewe Advisors
Utah
$136K -$88.5K -5,930 -37%
WWM
168
Wolff Wiese Magana
California
$121K
NA
169
NewEdge Advisors
Louisiana
$107K -$59.9K -4,012 -34%
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$104K -$220K -14,725 -66%
BAM
171
Belpointe Asset Management
Nevada
$100K -$2.22K -149 -2%
LSV Asset Management
172
LSV Asset Management
Illinois
$97K
Acadian Asset Management
173
Acadian Asset Management
Massachusetts
$96K -$303K -20,278 -74%
HCM
174
Highlander Capital Management
New Jersey
$96K -$22.4K -1,500 -18%
JEST
175
JTC Employer Solutions Trustee
Jersey
$86K

GSBD Hedge Fund Activity: Q1 2023 in Review

215 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs BDC (GSBD) for Q1 2023, worth a combined $430M — up 4.9% from $410M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new GSBD positions and 20 closed out — a net gain of 7 holders — while 71 added to existing stakes and 65 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.8M. The largest seller was Cliffwater, cutting an estimated $6.74M.

  • 215 institutional investors held Goldman Sachs BDC (GSBD) as of Q1 2023, up from 210 in Q4 2022.
  • Funds reported $430M of Goldman Sachs BDC stock for Q1 2023, up 4.9% quarter-over-quarter.
  • 27 funds opened new Goldman Sachs BDC positions in Q1 2023 and 20 closed out, a net change of +7 holders.
  • The largest Goldman Sachs BDC buyer in Q1 2023 was Morgan Stanley, an estimated $13.8M added.
  • The largest Goldman Sachs BDC seller in Q1 2023 was Cliffwater, an estimated $6.74M sold.

Based on aggregated 13F filings for Q1 2023.