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Goldman Sachs BDC
GSBD

Overview Fund Activity

215 hedge funds and large institutions have $527M invested in Goldman Sachs BDC in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 61 reducing their positions, and 20 closing their positions.

Holders
215
Holders Change
+4
Holders Change %
+1.9%
% of All Funds
3.13%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
27
Increased
69
Reduced
61
Closed
20
Calls
$3.29M
Puts
$169K
Net Calls
+$3.12M
Net Calls Change
+$545K

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$18.5M
2
VanEck Associates
2
VanEck Associates
New York
$36.8M
3
MWM
3
Meridian Wealth Management
Kentucky
$3.83M
4
Norges Bank
4
Norges Bank
Norway
$2.31M
5
Morgan Stanley
5
Morgan Stanley
New York
$63.8M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.1M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$15.2M
3
IA
3
Icon Advisers
Colorado
$924K
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$4.88M
5
CSS
5
Cubist Systematic Strategies
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HWM
26
HB Wealth Management
Georgia
$4.55M 302,998 +46,369 +18%
HighTower Advisors
27
HighTower Advisors
Illinois
$4.35M 289,815 -19,242 -6%
UBS Group
28
UBS Group
Switzerland
$4.01M 266,890 +9,275 +4%
HWAM
29
Hennion & Walsh Asset Management
New Jersey
$3.97M 264,198 +36,204 +16%
MWM
30
Meridian Wealth Management
Kentucky
$3.83M 254,594 +254,594 New
GLA
31
Great Lakes Advisors
Illinois
$3.57M 237,224 – –
SWP
32
Stratos Wealth Partners
Ohio
$3.4M 226,201 -48,581 -18%
QPWM
33
Quadrant Private Wealth Management
Pennsylvania
$3.2M 206,405 -28,470 -12%
TI
34
Trexquant Investment
Connecticut
$3.11M 207,156 +121,765 +143%
CIM
35
Confluence Investment Management
Missouri
$2.86M 190,241 +4,254 +2%
MCM
36
McKinley Capital Management
Alaska
$2.85M 189,866 +687 +0.4%
SRC
37
Sage Rhino Capital
California
$2.65M 176,077 +2,254 +1%
Osaic Holdings
38
Osaic Holdings
Arizona
$2.6M 172,832 -38,917 -18%
Norges Bank
39
Norges Bank
Norway
$2.31M 153,500 +153,500 New
SPIA
40
Steward Partners Investment Advisory
New York
$2.11M 140,593 -5,438 -4%
HF
41
HRT Financial
New York
$2.06M 136,831 +88,402 +183%
MFG
42
Merit Financial Group
Georgia
$2.03M 135,344 – –
NW
43
Naviter Wealth
Arkansas
$2.03M 131,241 +46,760 +55%
FWIA
44
Fort Washington Investment Advisors
Ohio
$2.03M 135,065 -73,194 -35%
GA
45
GraniteShares Advisors
New York
$1.98M 131,859 +16,447 +14%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$1.95M 129,791 -51,114 -28%
UAG
47
United Advisor Group
Ohio
$1.93M 128,397 -1,165 -0.9%
AAA
48
Adams Asset Advisors
Texas
$1.85M 122,927 – –
AAM
49
Advisors Asset Management
Colorado
$1.69M 112,211 -17,366 -13%
Ameriprise
50
Ameriprise
Minnesota
$1.67M 110,861 +15,488 +16%
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