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Goldman Sachs BDC
GSBD

Overview Fund Activity

158 hedge funds and large institutions have $499M invested in Goldman Sachs BDC in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 88 increasing their positions, 25 reducing their positions, and 16 closing their positions.

Holders
158
Holders Change
+3
Holders Change %
+1.94%
% of All Funds
2.77%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
20
Increased
88
Reduced
25
Closed
16
Calls
$556K
Puts
–
Net Calls
+$556K
Net Calls Change
+$556K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$53.6M
2
AI
2
AXS Investments
New York
$11.9M
3
Millennium Management
3
Millennium Management
New York
$11.6M
4
Ameriprise
4
Ameriprise
Minnesota
$10M
5
RJA
5
Raymond James & Associates
Florida
$13.6M

Top Sellers

1
SO
1
STRS Ohio
Ohio
$3K
2
QC
2
Quadrature Capital
United Kingdom
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Norges Bank
4
Norges Bank
Norway
$0
5
Creative Planning
5
Creative Planning
Kansas
$22.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
26
Muzinich & Co
New York
$4.1M -$193K -10,499 -4%
RFA
27
Radnor Financial Advisors
Pennsylvania
$4.07M +$2.54M +138,647 +167%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$3.98M +$408K +22,240 +11%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$3.94M -$193K -10,499 -5%
MCM
30
McKinley Capital Management
Alaska
$3.86M +$1.08M +58,624 +39%
William Blair & Company
31
William Blair & Company
Illinois
$3.78M +$242K +13,185 +7%
QPWM
32
Quadrant Private Wealth Management
Pennsylvania
$3.63M +$1.23M +67,275 +52%
CIM
33
Confluence Investment Management
Missouri
$3.52M +$28.8K +1,570 +0.8%
QWM
34
QP Wealth Management
New Jersey
$3.46M +$72.1K +3,928 +2%
MWM
35
Meridian Wealth Management
Kentucky
$3.39M +$550K +29,957 +19%
HWAM
36
Hennion & Walsh Asset Management
New Jersey
$3.31M +$903K +49,209 +37%
Marshall Wace
37
Marshall Wace
United Kingdom
$3.1M +$316K +17,233 +11%
Osaic Holdings
38
Osaic Holdings
Arizona
$3.04M +$1.41M +77,110 +87%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$2.9M +$2.4M +130,777 +482%
HB
40
Homrich & Berg
Georgia
$2.78M -$73.2K -3,989 -3%
TYCC
41
Texas Yale Capital Corp
Florida
$2.66M -$55.9K -3,048 -2%
LCWP
42
Legacy Capital Wealth Partners
Arkansas
$2.19M +$2.19M +57,768 New
AAM
43
Advisors Asset Management
Colorado
$2.01M +$634K +34,566 +46%
FWM
44
Frontier Wealth Management
Missouri
$1.86M +$511K +27,830 +38%
WPIC
45
White Pine Investment Company
Michigan
$1.86M +$650K +35,457 +54%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$1.84M – – –
SPIA
47
Steward Partners Investment Advisory
New York
$1.7M +$252K +13,735 +17%
CG
48
Colony Group
Massachusetts
$1.7M -$54.6K -2,977 -3%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$1.64M +$633K +34,512 +63%
CCM
50
Cohen Capital Management
California
$1.62M – – –
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