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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
WIM
176
Westside Investment Management
California
$70.6K
TAM
177
Tucker Asset Management
Colorado
$66.4K
KFI
178
Key Financial Inc
Pennsylvania
$61.4K
IRC
179
Investors Research Corp
Georgia
$59.6K
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$58K +$6.25K +407 +12%
CCM
181
Chilton Capital Management
Texas
$52.6K
OIA
182
Optimum Investment Advisors
Illinois
$47.3K -$13K -847 -21%
RFA
183
Register Financial Advisors
Georgia
$41.4K
CFM
184
Catalyst Funds Management
Australia
$37.6K +$38.4K +2,500 New
TRCT
185
Tower Research Capital (TRC)
New York
$34.9K -$154K -10,025 -81%
CAS
186
Coppell Advisory Solutions
Texas
$33.1K +$33.8K +2,200 New
BFEC
187
Benjamin F. Edwards & Company
Missouri
$33K
GEA
188
Glen Eagle Advisors
New Jersey
$32.1K
CHA
189
Carmichael Hill & Associates
Maryland
$25.1K
US Bancorp
190
US Bancorp
Minnesota
$24.4K
AIM
191
Anchor Investment Management
South Carolina
$22.5K
LCM
192
Logan Capital Management
Pennsylvania
$22.5K
FHA
193
First Horizon Advisors
Tennessee
$22.4K -$583 -38 -2%
SIS
194
Sound Income Strategies
Florida
$19.4K
Acadian Asset Management
195
Acadian Asset Management
Massachusetts
$16K
FDCDDQ
196
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.4K
OLVIG
197
Oliver Lagore Vanvalin Investment Group
Michigan
$15K
PGAM
198
Princeton Global Asset Management
New Jersey
$15K
Nomura Asset Management
199
Nomura Asset Management
Japan
$12.9K
FNWA
200
Financial Network Wealth Advisors
Utah
$9.81K +$10K +653 New

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.