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Goldman Sachs BDC
GSBD

91 hedge funds and large institutions have $210M invested in Goldman Sachs BDC in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.23% more ownership

Funds ownership: 26.36% → 34.58% (+8.2%)

1% more funds holding

Funds holding: 90 → 91 (+1)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

9% less capital invested

Capital invested by funds: $230M → $210M (-$19.9M)

13% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 30

Holders
91
Holders Change
+1
Holders Change %
+1.11%
% of All Funds
1.84%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
12
Increased
26
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SO
STRS Ohio
Ohio
+$3.01M
2
Ameriprise
Ameriprise
Minnesota
+$770K
3
Osaic Holdings
Osaic Holdings
Arizona
+$509K
4
SSA
Schonfeld Strategic Advisors
New York
+$476K
5
KCPG
Kavar Capital Partners Group
Kansas
+$432K

Top Sellers

1
MF
Manchester Financial
California
-$3.42M
2
CWM
Centric Wealth Management
Illinois
-$1.14M
3
MCM
Monument Capital Management
Virginia
-$1.04M
4
BC
Barnett & Company
Tennessee
-$977K
5
SPIA
Steward Partners Investment Advisory
New York
-$636K
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$97.5M – – –
Morgan Stanley
2
Morgan Stanley
New York
$21.1M +$397K +25,394 +2%
VanEck Associates
3
VanEck Associates
New York
$7.12M +$376K +24,018 +5%
SO
4
STRS Ohio
Ohio
$6.16M +$3.01M +192,424 +89%
C
5
Cliffwater
California
$4.88M +$79.9K +5,107 +2%
MC
6
Muzinich & Co
New York
$4.84M -$277K -17,666 -5%
Sumitomo Mitsui Trust Group
7
Sumitomo Mitsui Trust Group
Japan
$4.75M -$277K -17,666 -5%
Legal & General Group
8
Legal & General Group
United Kingdom
$4.27M +$208K +13,274 +5%
BlackRock
9
BlackRock
New York
$3.76M +$160K +10,245 +4%
MF
10
Manchester Financial
California
$3.52M -$3.42M -218,728 -48%
Ameriprise
11
Ameriprise
Minnesota
$3.02M +$770K +49,208 +32%
CIM
12
Confluence Investment Management
Missouri
$2.81M +$1.66K +106 +0.1%
ACM
13
Azimuth Capital Management
Michigan
$2.69M +$44.6K +2,850 +2%
GC
14
Guggenheim Capital
Illinois
$2.63M +$176K +11,245 +7%
FWIA
15
Fort Washington Investment Advisors
Ohio
$2.57M – – –
RFA
16
Radnor Financial Advisors
Pennsylvania
$2.53M -$256K -16,348 -9%
MCM
17
McKinley Capital Management
Alaska
$2.53M -$44.2K -2,823 -2%
UBS Group
18
UBS Group
Switzerland
$2.51M +$39.8K +2,544 +2%
CG
19
Colony Group
Massachusetts
$2.47M -$16K -1,023 -0.6%
GIM
20
Greenwich Investment Management
Connecticut
$2.35M -$94.7K -6,050 -4%
TYCC
21
Texas Yale Capital Corp
Florida
$2.14M -$209K -13,365 -9%
HSBC Holdings
22
HSBC Holdings
United Kingdom
$1.5M – – –
Wells Fargo
23
Wells Fargo
California
$1.4M -$193K -12,326 -12%
SPIA
24
Steward Partners Investment Advisory
New York
$1.22M -$636K -40,603 -33%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$1.17M +$37.6K +2,400 +3%
1
2 3 4 5

GSBD Hedge Fund Activity: Q3 2020 in Review

91 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs BDC (GSBD) for Q3 2020, worth a combined $210M — down 8.6% from $230M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new GSBD positions and 11 closed out — a net gain of 1 holder — while 26 added to existing stakes and 30 trimmed.

The largest buyer was STRS Ohio, adding an estimated $3.01M. The largest seller was Manchester Financial, cutting an estimated $3.42M.

  • 91 institutional investors held Goldman Sachs BDC (GSBD) as of Q3 2020, up from 90 in Q2 2020.
  • Funds reported $210M of Goldman Sachs BDC stock for Q3 2020, down 8.6% quarter-over-quarter.
  • 12 funds opened new Goldman Sachs BDC positions in Q3 2020 and 11 closed out, a net change of +1 holder.
  • The largest Goldman Sachs BDC buyer in Q3 2020 was STRS Ohio, an estimated $3.01M added.
  • The largest Goldman Sachs BDC seller in Q3 2020 was Manchester Financial, an estimated $3.42M sold.

Based on aggregated 13F filings for Q3 2020.