Goldman Sachs BDC
GSBD
211 hedge funds and large institutions have $458M invested in Goldman Sachs BDC in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 69 increasing their positions, 59 reducing their positions, and 18 closing their positions.
44% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 18
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
17% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 59
3% more funds holding
Funds holding: 204 → 211 (+7)
4% more capital invested
Capital invested by funds: $438M → $458M (+$19.1M)
0.26% less ownership
Funds ownership: 28.95% → 28.69% (-0.26%)
20% less call options, than puts
Call options by funds: $406K | Put options by funds: $509K
Top Buyers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.24M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$3.53M |
| 3 |
CCM
Callodine Capital Management
Boston,
Massachusetts
|
+$2.16M |
| 4 |
Morgan Stanley
New York
|
+$2.07M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.79M |
Top Sellers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.57M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$4.54M |
| 3 |
AM
Ares Management
Los Angeles,
California
|
-$3.52M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$2.03M |
| 5 |
BlackRock
New York
|
-$1.75M |
GSBD Hedge Fund Activity: Q3 2023 in Review
211 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs BDC (GSBD) for Q3 2023, worth a combined $458M — up 4.4% from $438M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new GSBD positions and 18 closed out — a net gain of 8 holders — while 69 added to existing stakes and 59 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $4.24M. The largest seller was Ameriprise, cutting an estimated $5.57M.
- 211 institutional investors held Goldman Sachs BDC (GSBD) as of Q3 2023, up from 204 in Q2 2023.
- Funds reported $458M of Goldman Sachs BDC stock for Q3 2023, up 4.4% quarter-over-quarter.
- 26 funds opened new Goldman Sachs BDC positions in Q3 2023 and 18 closed out, a net change of +8 holders.
- The largest Goldman Sachs BDC buyer in Q3 2023 was Envestnet Asset Management, an estimated $4.24M added.
- The largest Goldman Sachs BDC seller in Q3 2023 was Ameriprise, an estimated $5.57M sold.
Based on aggregated 13F filings for Q3 2023.