Goldman Sachs BDC
GSBD
100 hedge funds and large institutions have $170M invested in Goldman Sachs BDC in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 16 closing their positions.
13% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 16
0% more funds holding
Funds holding: 100 → 100 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 33
1.34% less ownership
Funds ownership: 35.48% → 34.14% (-1.3%)
44% less capital invested
Capital invested by funds: $304M → $170M (-$134M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$6.31M |
| 2 |
Morgan Stanley
New York
|
+$3.3M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.37M |
| 4 |
RCM
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
|
+$981K |
| 5 |
QPWM
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
+$699K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$8.48M |
| 2 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$6.33M |
| 3 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$2.03M |
| 4 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
-$1.39M |
| 5 |
VEA
Virtus ETF Advisers
New York
|
-$1.25M |
GSBD Hedge Fund Activity: Q1 2020 in Review
100 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs BDC (GSBD) for Q1 2020, worth a combined $170M — down 44% from $304M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new GSBD positions and 16 closed out — a net gain of 2 holders — while 32 added to existing stakes and 33 trimmed.
The largest buyer was Sumitomo Mitsui Trust Group, opening a new position worth an estimated $6.31M. The largest seller was UBS Group, cutting an estimated $8.48M.
- 100 institutional investors held Goldman Sachs BDC (GSBD) as of Q1 2020, unchanged from Q4 2019.
- Funds reported $170M of Goldman Sachs BDC stock for Q1 2020, down 44% quarter-over-quarter.
- 18 funds opened new Goldman Sachs BDC positions in Q1 2020 and 16 closed out, a net change of +2 holders.
- The largest Goldman Sachs BDC buyer in Q1 2020 was Sumitomo Mitsui Trust Group, an estimated $6.31M added.
- The largest Goldman Sachs BDC seller in Q1 2020 was UBS Group, an estimated $8.48M sold.
Based on aggregated 13F filings for Q1 2020.