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Goldman Sachs BDC
GSBD

Overview Fund Activity

211 hedge funds and large institutions have $495M invested in Goldman Sachs BDC in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 72 increasing their positions, 51 reducing their positions, and 28 closing their positions.

Holders
211
Holders Change
-2
Holders Change %
-0.94%
% of All Funds
3.06%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
29
Increased
72
Reduced
51
Closed
28
Calls
$2.63M
Puts
$53K
Net Calls
+$2.58M
Net Calls Change
+$1.46M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$12.4M
2
Citadel Advisors
2
Citadel Advisors
Florida
$3.68M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$5.19M
4
VanEck Associates
4
VanEck Associates
New York
$30.5M
5
MFG
5
Merit Financial Group
Georgia
$2.11M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$61.4M
2
CG
2
Cynosure Group
Utah
$0
3
MWM
3
Meridian Wealth Management
Kentucky
$0
4
AM
4
Ares Management
California
$0
5
Tudor Investment Corp
5
Tudor Investment Corp
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWP
26
Stratos Wealth Partners
Ohio
$4.12M 274,782 -585 -0.2%
UBS Group
27
UBS Group
Switzerland
$3.86M 257,615 +24,694 +11%
HWM
28
HB Wealth Management
Georgia
$3.84M 256,629 -27,249 -10%
Citadel Advisors
29
Citadel Advisors
Florida
$3.68M 245,893 +167,021 +212%
QPWM
30
Quadrant Private Wealth Management
Pennsylvania
$3.62M 234,875 +8,172 +4%
GLA
31
Great Lakes Advisors
Illinois
$3.55M 237,224 – –
HWAM
32
Hennion & Walsh Asset Management
New Jersey
$3.42M 227,994 +31,020 +16%
Osaic Holdings
33
Osaic Holdings
Arizona
$3.17M 211,749 +8,135 +4%
FWIA
34
Fort Washington Investment Advisors
Ohio
$3.12M 208,259 – –
MCM
35
McKinley Capital Management
Alaska
$2.83M 189,179 -4,547 -2%
CIM
36
Confluence Investment Management
Missouri
$2.79M 185,987 +819 +0.4%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$2.71M 180,905 -33,195 -16%
SRC
38
Sage Rhino Capital
California
$2.6M 173,823 +5,253 +3%
IA
39
Icon Advisers
Colorado
$2.38M 158,364 -88,861 -36%
SPIA
40
Steward Partners Investment Advisory
New York
$2.19M 146,031 +2,035 +1%
MFG
41
Merit Financial Group
Georgia
$2.11M 135,344 +135,344 New
CA
42
Cetera Advisors
Colorado
$2.04M 136,015 +120,249 +763%
AAM
43
Advisors Asset Management
Colorado
$1.94M 129,577 +9,568 +8%
UAG
44
United Advisor Group
Ohio
$1.94M 129,562 +129,562 New
AAA
45
Adams Asset Advisors
Texas
$1.84M 122,927 – –
GA
46
GraniteShares Advisors
New York
$1.73M 115,412 +14,686 +15%
Corient Private Wealth
47
Corient Private Wealth
Florida
$1.65M 110,084 +16,653 +18%
CIG
48
Cascade Investment Group
Colorado
$1.5M 100,007 +2,125 +2%
TYCC
49
Texas Yale Capital Corp
Florida
$1.47M 98,150 – –
Ameriprise
50
Ameriprise
Minnesota
$1.43M 95,373 -6,038 -6%
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