GSBD icon

Goldman Sachs BDC
GSBD

Overview Fund Activity

209 hedge funds and large institutions have $410M invested in Goldman Sachs BDC in 2022 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 60 increasing their positions, 65 reducing their positions, and 14 closing their positions.

Holders
209
Holders Change
+21
Holders Change %
+11.17%
% of All Funds
3.37%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
42
Increased
60
Reduced
65
Closed
14
Calls
$1.51M
Puts
$360K
Net Calls
+$1.15M
Net Calls Change
-$2.44M

Top Buyers

1
AM
1
Ares Management
California
$4.38M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$3.47M
3
AAA
3
Adams Asset Advisors
Texas
$2.09M
4
RJA
4
Raymond James & Associates
Florida
$20.6M
5
Millennium Management
5
Millennium Management
New York
$1.54M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$43M
2
ACIM
2
Azimuth Capital Investment Management
Michigan
$0
3
ACP
3
Arcus Capital Partners
Georgia
$5.71M
4
Creative Planning
4
Creative Planning
Kansas
$11M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$6.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWIA
26
Fort Washington Investment Advisors
Ohio
$3.33M – – –
QPWM
27
Quadrant Private Wealth Management
Pennsylvania
$3.27M +$3.27M +231,030 New
GLA
28
Great Lakes Advisors
Illinois
$3.25M – – –
Osaic Holdings
29
Osaic Holdings
Arizona
$3.24M -$1.3M -94,511 -29%
MCM
30
McKinley Capital Management
Alaska
$3.19M -$138K -10,094 -4%
HWM
31
HB Wealth Management
Georgia
$3.06M +$1.38M +100,318 +82%
CIM
32
Confluence Investment Management
Missouri
$2.87M +$135K +9,825 +5%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$2.81M +$458K +33,398 +20%
UBS Group
34
UBS Group
Switzerland
$2.56M +$190K +13,863 +8%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$2.53M -$735K -53,556 -22%
MWM
36
Meridian Wealth Management
Kentucky
$2.3M -$742K -54,101 -24%
AAA
37
Adams Asset Advisors
Texas
$2.09M +$2.09M +152,085 New
SPIA
38
Steward Partners Investment Advisory
New York
$1.72M -$142K -10,317 -8%
Canada Life
39
Canada Life
Manitoba, Canada
$1.7M +$35.5K +2,569 +2%
QWM
40
QP Wealth Management
New Jersey
$1.65M -$112K -8,162 -6%
Millennium Management
41
Millennium Management
New York
$1.54M +$1.54M +111,920 New
KIA
42
Kraematon Investment Advisors
Massachusetts
$1.48M +$107K +7,773 +8%
BCM
43
Brookstone Capital Management
Illinois
$1.39M -$1.97K -138 -0.1%
AAM
44
Advisors Asset Management
Colorado
$1.29M -$288K -20,981 -18%
Cerity Partners
45
Cerity Partners
New York
$1.28M -$1.53M -111,521 -55%
WPIC
46
White Pine Investment Company
Michigan
$1.27M -$70K -5,098 -5%
AGP
47
Autumn Glory Partners
Texas
$1.25M +$302K +22,000 +32%
IA
48
Icon Advisers
Colorado
$1.25M +$1.25M +91,239 New
LPL Financial
49
LPL Financial
California
$1.23M +$27.4K +2,000 +2%
CCM
50
Cohen Capital Management
California
$1.22M – – –
1
2
3 4 5