Goldman Sachs BDC
GSBD
189 hedge funds and large institutions have $426M invested in Goldman Sachs BDC in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 62 increasing their positions, 50 reducing their positions, and 20 closing their positions.
777% more call options, than puts
Call options by funds: $4.05M | Put options by funds: $462K
24% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 50
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0.25% less ownership
Funds ownership: 29.12% → 28.87% (-0.25%)
5% less funds holding
Funds holding: 198 → 189 (-9)
15% less capital invested
Capital invested by funds: $499M → $426M (-$72.4M)
25% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 20
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
201
Spire Wealth Management
Mclean,
Virginia
| – | -$74K | -4,429 | Closed |
|
|
CCM
202
Chilton Capital Management
Houston,
Texas
| – | -$59K | -3,500 | Closed |
|
203
Barclays
London,
United Kingdom
| – | -$40K | -2,407 | Closed |
|
204
Lazard Asset Management
New York
| – | -$24K | -1,485 | Closed |
|
|
AIP
205
Ahrens Investment Partners
Lafayette,
Louisiana
| – | -$17K | -1,000 | Closed |
|
|
TCWM
206
Total Clarity Wealth Management
St. Charles,
Illinois
| – | -$8K | -501 | Closed |
|
|
TWC
207
TD Waterhouse Canada
Toronto,
Ontario, Canada
| – | -$8.44K | -500 | Closed |
|
208
Fidelity Investments
Boston,
Massachusetts
| – | +$17 | +1 | New |
|
|
TRCT
209
Tower Research Capital (TRC)
New York
| – | +$288 | +17 | New |
|
GSBD Hedge Fund Activity: Q3 2022 in Review
189 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs BDC (GSBD) for Q3 2022, worth a combined $426M — down 15% from $499M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of GSBD and 15 opened new positions — a net loss of 5 holders — while 50 trimmed existing stakes and 62 added.
The largest buyer was Raymond James & Associates, adding an estimated $2.78M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $2.03M.
- 189 institutional investors held Goldman Sachs BDC (GSBD) as of Q3 2022, down from 198 in Q2 2022.
- Funds reported $426M of Goldman Sachs BDC stock for Q3 2022, down 15% quarter-over-quarter.
- 15 funds opened new Goldman Sachs BDC positions in Q3 2022 and 20 closed out, a net change of -5 holders.
- The largest Goldman Sachs BDC buyer in Q3 2022 was Raymond James & Associates, an estimated $2.78M added.
- The largest Goldman Sachs BDC seller in Q3 2022 was Raymond James Financial Services Advisors, an estimated $2.03M sold.
Based on aggregated 13F filings for Q3 2022.