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Goldman Sachs BDC
GSBD

Overview Fund Activity

203 hedge funds and large institutions have $438M invested in Goldman Sachs BDC in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 60 reducing their positions, and 28 closing their positions.

Holders
203
Holders Change
-11
Holders Change %
-5.14%
% of All Funds
3.2%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
19
Increased
59
Reduced
60
Closed
28
Calls
$1.56M
Puts
$578K
Net Calls
+$978K
Net Calls Change
+$889K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$15M
2
CCM
2
Callodine Capital Management
Massachusetts
$4.16M
3
Invesco
3
Invesco
Georgia
$11.6M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.89M
5
VanEck Associates
5
VanEck Associates
New York
$22.4M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$10.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$51.1M
3
CSS
3
Cubist Systematic Strategies
Connecticut
$0
4
DTL
4
Dynamic Technology Lab
Singapore
$0
5
BCM
5
Brookstone Capital Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$3.79M 273,113 -7,039 -3%
QPWM
27
Quadrant Private Wealth Management
Pennsylvania
$3.51M 245,349 -4,749 -2%
Qube Research & Technologies (QRT)
28
Qube Research & Technologies (QRT)
United Kingdom
$3.51M 253,017 -79,362 -24%
HWAM
29
Hennion & Walsh Asset Management
New Jersey
$3.5M 252,622 -7,097 -3%
UBS Group
30
UBS Group
Switzerland
$3.48M 251,229 +38,682 +18%
FWIA
31
Fort Washington Investment Advisors
Ohio
$3.36M 242,669 – –
GLA
32
Great Lakes Advisors
Illinois
$3.29M 237,224 – –
CG
33
Cynosure Group
Utah
$3.1M 223,861 – –
HWM
34
HB Wealth Management
Georgia
$2.98M 215,259 +27,631 +15%
SAM
35
Shikiar Asset Management
New York
$2.95M 213,075 +112,450 +112%
MWM
36
Meridian Wealth Management
Kentucky
$2.93M 211,554 +11,204 +6%
MCM
37
McKinley Capital Management
Alaska
$2.8M 202,176 -1,367 -0.7%
CIM
38
Confluence Investment Management
Missouri
$2.57M 185,451 +5,815 +3%
Millennium Management
39
Millennium Management
New York
$2.55M 183,902 +102,047 +125%
Osaic Holdings
40
Osaic Holdings
Arizona
$2.52M 181,876 -3,611 -2%
AAA
41
Adams Asset Advisors
Texas
$2.51M 180,927 +15,970 +10%
SPIA
42
Steward Partners Investment Advisory
New York
$1.84M 132,616 +3,266 +3%
QWM
43
QP Wealth Management
New Jersey
$1.59M 114,895 -1,840 -2%
KIA
44
Kraematon Investment Advisors
Massachusetts
$1.54M 111,039 +837 +0.8%
Canada Life
45
Canada Life
Manitoba, Canada
$1.38M 98,707 +6,286 +7%
GA
46
GraniteShares Advisors
New York
$1.36M 97,901 -1,041 -1%
TI
47
Trexquant Investment
Connecticut
$1.36M 97,832 -3,816 -4%
CIG
48
Cascade Investment Group
Colorado
$1.3M 94,107 +16,026 +21%
AWA
49
Arkadios Wealth Advisors
Georgia
$1.3M 93,644 -4,300 -4%
Cerity Partners
50
Cerity Partners
New York
$1.29M 92,983 – –
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