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Goldman Sachs BDC
GSBD

Overview Fund Activity

189 hedge funds and large institutions have $580M invested in Goldman Sachs BDC in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 68 increasing their positions, 38 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+5
Holders Change %
+2.72%
% of All Funds
2.99%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
31
Increased
68
Reduced
38
Closed
25
Calls
$3M
Puts
$719K
Net Calls
+$2.28M
Net Calls Change
+$1.77M

Top Buyers

1
PWP
1
Pursue Wealth Partners
California
$13.7M
2
RJA
2
Raymond James & Associates
Florida
$24.1M
3
BlackRock
3
BlackRock
New York
$13.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$67.9M
5
VanEck Associates
5
VanEck Associates
New York
$29.2M

Top Sellers

1
William Blair & Company
1
William Blair & Company
Illinois
$0
2
Ameriprise
2
Ameriprise
Minnesota
$7.28M
3
Invesco
3
Invesco
Georgia
$13.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Creative Planning
5
Creative Planning
Kansas
$21.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$4.79M +$3.1M +158,195 +184%
FWIA
27
Fort Washington Investment Advisors
Ohio
$4.76M – – –
HWAM
28
Hennion & Walsh Asset Management
New Jersey
$4.72M +$478K +24,396 +11%
GLA
29
Great Lakes Advisors
Illinois
$4.65M – – –
UBS Group
30
UBS Group
Switzerland
$4.39M -$257K -13,108 -6%
MWM
31
Meridian Wealth Management
Kentucky
$4.19M +$326K +16,622 +8%
Cerity Partners
32
Cerity Partners
New York
$4.19M -$89.9K -4,584 -2%
CIM
33
Confluence Investment Management
Missouri
$3.92M +$35.7K +1,819 +0.9%
QPWM
34
Quadrant Private Wealth Management
Pennsylvania
$3.73M -$40.3K -2,011 -1%
AWM
35
Axxcess Wealth Management
California
$3.71M -$38.1K -1,941 -1%
BCM
36
Brookstone Capital Management
Illinois
$3.42M +$2.74M +138,072 +404%
TYCC
37
Texas Yale Capital Corp
Florida
$2.69M -$109K -5,570 -4%
QWM
38
QP Wealth Management
New Jersey
$2.56M -$178K -9,061 -7%
AAM
39
Advisors Asset Management
Colorado
$2.37M -$16.2K -824 -0.7%
SAM
40
Shikiar Asset Management
New York
$2.36M +$658K +33,550 +39%
SPIA
41
Steward Partners Investment Advisory
New York
$2.31M +$64.5K +3,286 +3%
FWM
42
Frontier Wealth Management
Missouri
$2.04M +$31.7K +1,600 +2%
WPIC
43
White Pine Investment Company
Michigan
$1.99M – – –
HSBC Holdings
44
HSBC Holdings
United Kingdom
$1.96M – – –
CF
45
Centaurus Financial
California
$1.91M +$1.48M +75,350 +344%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$1.9M +$449K +22,919 +31%
HWM
47
HB Wealth Management
Georgia
$1.87M -$353K -17,983 -16%
CG
48
Colony Group
Massachusetts
$1.75M -$18.8K -957 -1%
CCM
49
Cohen Capital Management
California
$1.75M +$7.59K +387 +0.4%
KIA
50
Kraematon Investment Advisors
Massachusetts
$1.56M +$342K +17,441 +28%
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