Goldman Sachs BDC
GSBD
42 hedge funds and large institutions have $170M invested in Goldman Sachs BDC in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 2 closing their positions.
550% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 2
31% more funds holding
Funds holding: 32 → 42 (+10)
3.02% more ownership
Funds ownership: 22.46% → 25.48% (+3%)
12% less capital invested
Capital invested by funds: $193M → $170M (-$22.6M)
23% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$11.1M |
| 2 |
NEAM
New England Asset Management
Farmington,
Connecticut
|
+$5.71M |
| 3 |
WFI
West Family Investments
Carlsbad,
California
|
+$5.23M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$2.09M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.7M |
| 2 |
Morgan Stanley
New York
|
-$1.22M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.17M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$969K |
| 5 |
BCM
Boyle Capital Management
West Des Moines,
Iowa
|
-$518K |
GSBD Hedge Fund Activity: Q3 2015 in Review
42 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs BDC (GSBD) for Q3 2015, worth a combined $170M — down 12% from $193M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new GSBD positions and 2 closed out — a net gain of 11 holders — while 10 added to existing stakes and 13 trimmed.
The largest buyer was Stratos Wealth Partners, adding an estimated $11.1M. The largest seller was Citadel Advisors, cutting an estimated $1.7M.
- 42 institutional investors held Goldman Sachs BDC (GSBD) as of Q3 2015, up from 32 in Q2 2015.
- Funds reported $170M of Goldman Sachs BDC stock for Q3 2015, down 12% quarter-over-quarter.
- 13 funds opened new Goldman Sachs BDC positions in Q3 2015 and 2 closed out, a net change of +11 holders.
- The largest Goldman Sachs BDC buyer in Q3 2015 was Stratos Wealth Partners, an estimated $11.1M added.
- The largest Goldman Sachs BDC seller in Q3 2015 was Citadel Advisors, an estimated $1.7M sold.
Based on aggregated 13F filings for Q3 2015.