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Goldman Sachs BDC
GSBD

Overview Fund Activity

197 hedge funds and large institutions have $499M invested in Goldman Sachs BDC in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 55 reducing their positions, and 13 closing their positions.

Holders
197
Holders Change
+8
Holders Change %
+4.23%
% of All Funds
3.33%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
23
Increased
52
Reduced
55
Closed
13
Calls
$3.76M
Puts
$1.31M
Net Calls
+$2.45M
Net Calls Change
+$172K

Top Buyers

1
Invesco
1
Invesco
Georgia
$13.4M
2
BlackRock
2
BlackRock
New York
$13M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$5.64M
4
Canada Life
4
Canada Life
Manitoba, Canada
$2.08M
5
Legal & General Group
5
Legal & General Group
United Kingdom
$10.3M

Top Sellers

1
ZCA
1
Zeke Capital Advisors
Pennsylvania
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$55.2M
3
Creative Planning
3
Creative Planning
Kansas
$16.2M
4
VanEck Associates
4
VanEck Associates
New York
$23.2M
5
RFA
5
Radnor Financial Advisors
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HWAM
26
Hennion & Walsh Asset Management
New Jersey
$4.38M +$343K +20,421 +8%
MCM
27
McKinley Capital Management
Alaska
$4.17M +$49.3K +2,933 +1%
FWIA
28
Fort Washington Investment Advisors
Ohio
$4.08M – – –
GLA
29
Great Lakes Advisors
Illinois
$3.99M – – –
UBS Group
30
UBS Group
Switzerland
$3.94M +$176K +10,479 +5%
MWM
31
Meridian Wealth Management
Kentucky
$3.61M +$13.6K +807 +0.4%
CIM
32
Confluence Investment Management
Missouri
$3.38M +$17.6K +1,046 +0.5%
SPF
33
Steven Patrick Farmer
$3.38M +$3.38M +201,014 New
Cerity Partners
34
Cerity Partners
New York
$3.37M -$222K -13,245 -6%
QPWM
35
Quadrant Private Wealth Management
Pennsylvania
$3.14M -$69.2K -4,010 -2%
TYCC
36
Texas Yale Capital Corp
Florida
$2.7M +$392K +23,328 +17%
AWM
37
Axxcess Wealth Management
California
$2.2M -$980K -58,366 -31%
QWM
38
QP Wealth Management
New Jersey
$2.19M – – –
SPIA
39
Steward Partners Investment Advisory
New York
$2.17M +$187K +11,119 +9%
Canada Life
40
Canada Life
Manitoba, Canada
$2.08M +$1.42M +84,483 +215%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$2.03M +$397K +23,642 +24%
SAM
42
Shikiar Asset Management
New York
$2M -$26.5K -1,575 -1%
AAM
43
Advisors Asset Management
Colorado
$1.75M -$288K -17,113 -14%
FWM
44
Frontier Wealth Management
Missouri
$1.73M – – –
WPIC
45
White Pine Investment Company
Michigan
$1.7M – – –
HSBC Holdings
46
HSBC Holdings
United Kingdom
$1.68M – – –
BCM
47
Brookstone Capital Management
Illinois
$1.67M -$1.24M -73,457 -43%
KIA
48
Kraematon Investment Advisors
Massachusetts
$1.64M +$311K +18,498 +23%
CCM
49
Cohen Capital Management
California
$1.5M – – –
LPL Financial
50
LPL Financial
California
$1.49M +$730K +43,473 +97%
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