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Goldman Sachs BDC
GSBD

155 hedge funds and large institutions have $456M invested in Goldman Sachs BDC in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 75 increasing their positions, 24 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 24

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

18% more capital invested

Capital invested by funds: $385M → $456M (+$70.6M)

8% more funds holding

Funds holding: 144 → 155 (+11)

3.26% more ownership

Funds ownership: 19.6% → 22.86% (+3.3%)

Holders
155
Holders Change
+11
Holders Change %
+7.64%
% of All Funds
2.7%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
32
Increased
75
Reduced
24
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$8.51M
2
HighTower Advisors
HighTower Advisors
Illinois
+$5.84M
3
ACP
Arcus Capital Partners
Georgia
+$5.01M
4
RJA
Raymond James & Associates
Florida
+$4.39M
5
ACM
Advisors Capital Management
New Jersey
+$4.39M

Top Sellers

1
SO
STRS Ohio
Ohio
-$4.48M
2
C
Cliffwater
California
-$2.7M
3
Bank of America
Bank of America
North Carolina
-$1.9M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
-$1.35M
5
GF
Gries Financial
Ohio
-$1.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$127M – – –
Morgan Stanley
2
Morgan Stanley
New York
$44.3M +$8.51M +430,698 +24%
Creative Planning
3
Creative Planning
Kansas
$25.4M +$3.56M +179,911 +16%
VanEck Associates
4
VanEck Associates
New York
$20.8M +$1.67M +84,695 +9%
Invesco
5
Invesco
Georgia
$18.6M +$2.78M +140,723 +17%
Legal & General Group
6
Legal & General Group
United Kingdom
$12.8M +$3.02M +152,555 +31%
HighTower Advisors
7
HighTower Advisors
Illinois
$10.6M +$5.84M +295,507 +121%
ACP
8
Arcus Capital Partners
Georgia
$10.1M +$5.01M +253,453 +97%
RJA
9
Raymond James & Associates
Florida
$9.43M +$4.39M +222,186 +86%
SO
10
STRS Ohio
Ohio
$7.12M -$4.48M -226,574 -38%
C
11
Cliffwater
California
$6.53M -$2.7M -136,582 -29%
CG
12
Cynosure Group
Utah
$5.47M +$2.76M +139,562 +100%
SWP
13
Stratos Wealth Partners
Ohio
$5.07M +$2.61M +132,083 +104%
Millennium Management
14
Millennium Management
New York
$5.04M +$3.98M +201,474 +363%
ZCA
15
Zeke Capital Advisors
Pennsylvania
$4.95M +$252K +12,730 +5%
BlackRock
16
BlackRock
New York
$4.79M +$494K +25,006 +11%
FWIA
17
Fort Washington Investment Advisors
Ohio
$4.76M – – –
Ameriprise
18
Ameriprise
Minnesota
$4.68M +$332K +16,774 +7%
ACM
19
Azimuth Capital Management
Michigan
$4.63M +$300K +15,159 +7%
MC
20
Muzinich & Co
New York
$4.58M +$415K +20,978 +10%
Sumitomo Mitsui Trust Group
21
Sumitomo Mitsui Trust Group
Japan
$4.41M +$415K +20,978 +10%
ACM
22
Advisors Capital Management
New Jersey
$4.35M +$4.39M +222,038 New
Wells Fargo
23
Wells Fargo
California
$4.26M +$1.72M +86,832 +66%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$3.82M +$1M +50,636 +35%
William Blair & Company
25
William Blair & Company
Illinois
$3.78M -$248K -12,530 -6%
1
2 3 4 5

GSBD Hedge Fund Activity: Q2 2021 in Review

155 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs BDC (GSBD) for Q2 2021, worth a combined $456M — up 18% from $385M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new GSBD positions and 21 closed out — a net gain of 11 holders — while 75 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.51M. The largest seller was STRS Ohio, cutting an estimated $4.48M.

  • 155 institutional investors held Goldman Sachs BDC (GSBD) as of Q2 2021, up from 144 in Q1 2021.
  • Funds reported $456M of Goldman Sachs BDC stock for Q2 2021, up 18% quarter-over-quarter.
  • 32 funds opened new Goldman Sachs BDC positions in Q2 2021 and 21 closed out, a net change of +11 holders.
  • The largest Goldman Sachs BDC buyer in Q2 2021 was Morgan Stanley, an estimated $8.51M added.
  • The largest Goldman Sachs BDC seller in Q2 2021 was STRS Ohio, an estimated $4.48M sold.

Based on aggregated 13F filings for Q2 2021.