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Goldman Sachs BDC
GSBD

Overview Fund Activity

213 hedge funds and large institutions have $525M invested in Goldman Sachs BDC in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 21 closing their positions.

Holders
213
Holders Change
+3
Holders Change %
+1.43%
% of All Funds
3.12%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
29
Increased
65
Reduced
67
Closed
21
Calls
$1.25M
Puts
$134K
Net Calls
+$1.12M
Net Calls Change
+$1.22M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$113M
2
IA
2
Icon Advisers
Colorado
$3.62M
3
CCM
3
Callodine Capital Management
Massachusetts
$9.52M
4
VanEck Associates
4
VanEck Associates
New York
$27.7M
5
Tudor Investment Corp
5
Tudor Investment Corp
Connecticut
$1.99M

Top Sellers

1
Invesco
1
Invesco
Georgia
$9.82M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.98M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$4.86M
4
Creative Planning
4
Creative Planning
Kansas
$8.91M
5
Wells Fargo
5
Wells Fargo
California
$4.03M
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$3.89M 265,614 +20,240 +8%
IA
27
Icon Advisers
Colorado
$3.62M 247,225 +247,225 New
GLA
28
Great Lakes Advisors
Illinois
$3.48M 237,224 – –
QPWM
29
Quadrant Private Wealth Management
Pennsylvania
$3.42M 226,703 +7,944 +4%
UBS Group
30
UBS Group
Switzerland
$3.41M 232,921 +4,820 +2%
CG
31
Cynosure Group
Utah
$3.18M 216,969 -3,381 -2%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$3.14M 214,100 -48,805 -19%
FWIA
33
Fort Washington Investment Advisors
Ohio
$3.05M 208,259 -34,410 -14%
Osaic Holdings
34
Osaic Holdings
Arizona
$2.98M 203,614 -102,724 -34%
HWAM
35
Hennion & Walsh Asset Management
New Jersey
$2.89M 196,974 +2,561 +1%
MWM
36
Meridian Wealth Management
Kentucky
$2.85M 194,620 -37,921 -16%
MCM
37
McKinley Capital Management
Alaska
$2.84M 193,726 -1,032 -0.5%
CIM
38
Confluence Investment Management
Missouri
$2.71M 185,168 -541 -0.3%
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$2.66M 181,530 +69,524 +62%
SRC
40
Sage Rhino Capital
California
$2.47M 168,570 +81,172 +93%
AM
41
Ares Management
California
$2.45M 167,080 – –
SPIA
42
Steward Partners Investment Advisory
New York
$2.11M 143,996 +882 +0.6%
Tudor Investment Corp
43
Tudor Investment Corp
Connecticut
$1.99M 135,990 +135,990 New
Millennium Management
44
Millennium Management
New York
$1.94M 132,396 +23,039 +21%
AAA
45
Adams Asset Advisors
Texas
$1.8M 122,927 – –
AAM
46
Advisors Asset Management
Colorado
$1.76M 120,009 +36,784 +44%
AWA
47
Arkadios Wealth Advisors
Georgia
$1.69M 115,121 +18,481 +19%
Ameriprise
48
Ameriprise
Minnesota
$1.49M 101,411 -43,622 -30%
GA
49
GraniteShares Advisors
New York
$1.48M 100,726 -1,082 -1%
TYCC
50
Texas Yale Capital Corp
Florida
$1.44M 98,150 +47,100 +92%
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