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Goldman Sachs BDC
GSBD

Overview Fund Activity

184 hedge funds and large institutions have $524M invested in Goldman Sachs BDC in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 50 increasing their positions, 41 reducing their positions, and 16 closing their positions.

Holders
184
Holders Change
+26
Holders Change %
+16.46%
% of All Funds
2.84%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
44
Increased
50
Reduced
41
Closed
16
Calls
$1.11M
Puts
$601K
Net Calls
+$506K
Net Calls Change
-$50K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$60.1M
2
ACM
2
Advisors Capital Management
New Jersey
$8.24M
3
MC
3
Muzinich & Co
New York
$6.98M
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$6.81M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.31M

Top Sellers

1
AI
1
AXS Investments
New York
$0
2
Millennium Management
2
Millennium Management
New York
$0
3
Marshall Wace
3
Marshall Wace
United Kingdom
$0
4
RFA
4
Radnor Financial Advisors
Pennsylvania
$1.5M
5
Invesco
5
Invesco
Georgia
$16.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$4.38M +$1.2M +62,824 +38%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$4.34M +$179K +9,350 +4%
William Blair & Company
28
William Blair & Company
Illinois
$4.2M +$251K +13,093 +6%
Cerity Partners
29
Cerity Partners
New York
$4.18M -$371K -19,383 -8%
HWAM
30
Hennion & Walsh Asset Management
New Jersey
$4.14M +$679K +35,430 +20%
MCM
31
McKinley Capital Management
Alaska
$4M -$27.4K -1,429 -0.7%
CIM
32
Confluence Investment Management
Missouri
$3.8M +$120K +6,240 +3%
MWM
33
Meridian Wealth Management
Kentucky
$3.78M +$241K +12,556 +7%
AWM
34
Axxcess Wealth Management
California
$3.67M +$3.67M +191,340 New
QPWM
35
Quadrant Private Wealth Management
Pennsylvania
$3.6M -$183K -9,556 -5%
TYCC
36
Texas Yale Capital Corp
Florida
$2.73M -$43.7K -2,281 -2%
QWM
37
QP Wealth Management
New Jersey
$2.67M -$938K -48,972 -26%
AAM
38
Advisors Asset Management
Colorado
$2.34M +$239K +12,477 +11%
Citadel Advisors
39
Citadel Advisors
Florida
$2.31M +$2.31M +120,677 New
SPIA
40
Steward Partners Investment Advisory
New York
$2.2M +$421K +21,962 +24%
HWM
41
HB Wealth Management
Georgia
$2.17M +$2.17M +113,391 New
FWM
42
Frontier Wealth Management
Missouri
$1.94M – – –
WPIC
43
White Pine Investment Company
Michigan
$1.94M – – –
HSBC Holdings
44
HSBC Holdings
United Kingdom
$1.92M – – –
CG
45
Colony Group
Massachusetts
$1.73M -$38.6K -2,016 -2%
CCM
46
Cohen Capital Management
California
$1.7M +$2.68K +140 +0.2%
SAM
47
Shikiar Asset Management
New York
$1.66M +$862K +45,000 +108%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$1.65M -$1.38M -71,924 -46%
RFA
49
Radnor Financial Advisors
Pennsylvania
$1.5M -$2.75M -143,454 -65%
PA
50
Parallel Advisors
California
$1.46M – – –
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