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Goldman Sachs BDC
GSBD

Overview Fund Activity

234 hedge funds and large institutions have $402M invested in Goldman Sachs BDC in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 78 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+32
Holders Change %
+15.84%
% of All Funds
3.12%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
55
Increased
78
Reduced
56
Closed
18
Calls
$219K
Puts
$1.2M
Net Calls
-$977K
Net Calls Change
-$1.92M

Top Buyers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$11M
2
UBS Group
UBS Group
Switzerland
$6.48M
3
TI
Trexquant Investment
Connecticut
$4.23M
4
FNT
First National Trust
Pennsylvania
$2.68M
5
JFG
Jefferies Financial Group
New York
$1.69M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$36.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.22M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$876K
4
IAIM
International Assets Investment Management
Florida
$239K
5
PWP
Pursue Wealth Partners
California
$1.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
AEPWM
226
Atlantic Edge Private Wealth Management
Florida
$2.42K +$2.42K +200 New
TWC
227
TD Waterhouse Canada
Ontario, Canada
$1.23K – – –
BAM
228
Byrne Asset Management
New Jersey
$1.21K – – –
SC
229
Stephens Consulting
Michigan
$1.21K – – –
CIAM
230
Caitong International Asset Management
Hong Kong
$496 +$496 +41 New
AF
231
Allworth Financial
California
$207 +$207 +17 New
HNB
232
Huntington National Bank
Ohio
$12 – – –
Fidelity Investments
233
Fidelity Investments
Massachusetts
$12 +$12 +1 New
CAM
234
Creekmur Asset Management
Illinois
$8 – – –
EW
235
Evoke Wealth
California
– -$867K -61,000 Closed
KP
236
Keel Point
Alabama
– -$608K -44,175 Closed
WT
237
Whittier Trust
California
– -$594K -43,200 Closed
WA
238
Waverly Advisors
Alabama
– -$518K -37,621 Closed
C
239
Certuity
Florida
– -$432K -31,413 Closed
Wealth Enhancement Advisory Services
240
Wealth Enhancement Advisory Services
Minnesota
– -$418K -30,356 Closed
KCPG
241
Kavar Capital Partners Group
Kansas
– -$345K -25,107 Closed
Focus Partners Wealth
242
Focus Partners Wealth
Massachusetts
– -$187K -13,584 Closed
ZB
243
Zions Bancorporation
Utah
– -$117K -8,500 Closed
FFA
244
Farther Finance Advisors
California
– -$27.9K -2,024 Closed
FHA
245
First Horizon Advisors
Tennessee
– -$21.3K -1,546 Closed
AIM
246
Anchor Investment Management
South Carolina
– -$20.6K -1,500 Closed
T
247
Tidemark
California
– -$20.6K -1,500 Closed
PGAM
248
Princeton Global Asset Management
New Jersey
– -$13.8K -1,000 Closed
W
249
WealthCollab
Washington
– -$7.29K -530 Closed
CFGS
250
Concourse Financial Group Securities
Alabama
– -$6.84K -481 Closed
7 8 9
10
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