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Goldman Sachs BDC
GSBD

Overview Fund Activity

188 hedge funds and large institutions have $426M invested in Goldman Sachs BDC in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 61 increasing their positions, 50 reducing their positions, and 20 closing their positions.

Holders
188
Holders Change
-9
Holders Change %
-4.57%
% of All Funds
3.25%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
15
Increased
61
Reduced
50
Closed
20
Calls
$4.05M
Puts
$462K
Net Calls
+$3.59M
Net Calls Change
+$1.14M

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$20.1M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$1.62M
3
Morgan Stanley
3
Morgan Stanley
New York
$48.9M
4
HWM
4
HB Wealth Management
Georgia
$1.77M
5
ACM
5
Advisors Capital Management
New Jersey
$9.55M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$3.44M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$0
3
VanEck Associates
3
VanEck Associates
New York
$18.3M
4
ACIM
4
Azimuth Capital Investment Management
Michigan
$2.63M
5
UBS Group
5
UBS Group
Switzerland
$2.49M
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
26
McKinley Capital Management
Alaska
$3.5M 242,262 -6,021 -2%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$3.44M 238,191 -120,096 -34%
GLA
28
Great Lakes Advisors
Illinois
$3.43M 237,224 – –
MWM
29
Meridian Wealth Management
Kentucky
$3.21M 221,793 +7,197 +3%
Cerity Partners
30
Cerity Partners
New York
$2.96M 204,504 +4,120 +2%
CIM
31
Confluence Investment Management
Missouri
$2.88M 199,515 -1,499 -0.7%
ACIM
32
Azimuth Capital Investment Management
Michigan
$2.63M 182,065 -82,500 -31%
UBS Group
33
UBS Group
Switzerland
$2.49M 172,625 -61,718 -26%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$2.47M 171,191 +50,469 +42%
TYCC
35
Texas Yale Capital Corp
Florida
$2.17M 149,934 -10,476 -7%
SPIA
36
Steward Partners Investment Advisory
New York
$1.96M 135,670 +6,727 +5%
QWM
37
QP Wealth Management
New Jersey
$1.87M 128,292 -2,000 -2%
HWM
38
HB Wealth Management
Georgia
$1.77M 122,591 +99,491 +431%
AWM
39
Axxcess Wealth Management
California
$1.77M 122,265 -8,768 -7%
Canada Life
40
Canada Life
Manitoba, Canada
$1.74M 120,841 -2,874 -2%
SAM
41
Shikiar Asset Management
New York
$1.74M 120,400 +1,675 +1%
AAM
42
Advisors Asset Management
Colorado
$1.67M 115,278 +11,314 +11%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$1.62M 111,918 +111,918 New
KIA
44
Kraematon Investment Advisors
Massachusetts
$1.45M 100,032 +2,201 +2%
BCM
45
Brookstone Capital Management
Illinois
$1.43M 97,828 -976 -1%
WPIC
46
White Pine Investment Company
Michigan
$1.41M 97,277 -4,000 -4%
CCM
47
Cohen Capital Management
California
$1.29M 89,043 – –
LPL Financial
48
LPL Financial
California
$1.26M 87,365 -1,088 -1%
PA
49
Parallel Advisors
California
$1.12M 77,698 -1,500 -2%
CMS
50
Capital Market Strategies
Florida
$1.07M 74,297 – –
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