Goldman Sachs BDC
GSBD
198 hedge funds and large institutions have $499M invested in Goldman Sachs BDC in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 55 reducing their positions, and 13 closing their positions.
187% more call options, than puts
Call options by funds: $3.76M | Put options by funds: $1.31M
77% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 13
4% more funds holding
Funds holding: 190 → 198 (+8)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0.31% less ownership
Funds ownership: 29.43% → 29.12% (-0.31%)
4% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 55
14% less capital invested
Capital invested by funds: $580M → $499M (-$81.4M)
Top Buyers
| 1 |
Invesco
Atlanta,
Georgia
|
+$1.85M |
| 2 |
BlackRock
New York
|
+$1.74M |
| 3 |
Rockefeller Capital Management
New York
|
+$1.69M |
| 4 |
Canada Life
Winnipeg,
Manitoba, Canada
|
+$1.56M |
| 5 |
Legal & General Group
London,
United Kingdom
|
+$965K |
Top Sellers
| 1 |
ZCA
Zeke Capital Advisors
Berwyn,
Pennsylvania
|
-$5.12M |
| 2 |
Morgan Stanley
New York
|
-$3.26M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$2.49M |
| 4 |
VanEck Associates
New York
|
-$2.04M |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$1.36M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Bank Julius Baer & Co
Zurich,
Switzerland
| – | -$354K | -18,055 | Closed |
|
|
EH
202
Equitable Holdings
New York
| – | -$340K | -17,344 | Closed |
|
203
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$304K | -15,484 | Closed |
|
|
PCA
204
Providence Capital Advisors
Charlotte,
North Carolina
| – | -$231K | -11,780 | Closed |
|
|
KA
205
Kovack Advisors
Ft. Lauderdale,
Florida
| – | -$217K | -11,100 | Closed |
|
206
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$209K | -10,681 | Closed |
|
|
LWAC
207
Laurel Wealth Advisors (California)
Solana Beach,
California
| – | -$202K | -10,308 | Closed |
|
|
PWA
208
Physician Wealth Advisors
Midvale,
Utah
| – | -$192K | -10,012 | Closed |
|
209
Acadian Asset Management
Boston,
Massachusetts
| – | -$191K | -9,744 | Closed |
|
GSBD Hedge Fund Activity: Q2 2022 in Review
198 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs BDC (GSBD) for Q2 2022, worth a combined $499M — down 14% from $580M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new GSBD positions and 13 closed out — a net gain of 10 holders — while 53 added to existing stakes and 55 trimmed.
The largest buyer was Invesco, adding an estimated $1.85M. The largest seller was Zeke Capital Advisors, exiting entirely with an estimated $5.12M sold.
- 198 institutional investors held Goldman Sachs BDC (GSBD) as of Q2 2022, up from 190 in Q1 2022.
- Funds reported $499M of Goldman Sachs BDC stock for Q2 2022, down 14% quarter-over-quarter.
- 23 funds opened new Goldman Sachs BDC positions in Q2 2022 and 13 closed out, a net change of +10 holders.
- The largest Goldman Sachs BDC buyer in Q2 2022 was Invesco, an estimated $1.85M added.
- The largest Goldman Sachs BDC seller in Q2 2022 was Zeke Capital Advisors, an estimated $5.12M sold.
Based on aggregated 13F filings for Q2 2022.