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Goldman Sachs BDC
GSBD

Overview Fund Activity

202 hedge funds and large institutions have $449M invested in Goldman Sachs BDC in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 73 increasing their positions, 61 reducing their positions, and 28 closing their positions.

Holders
202
Holders Change
-13
Holders Change %
-6.05%
% of All Funds
2.92%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
18
Increased
73
Reduced
61
Closed
28
Calls
$1.07M
Puts
$125K
Net Calls
+$947K
Net Calls Change
-$2.18M

Top Buyers

1
VanEck Associates
1
VanEck Associates
New York
$36.4M
2
Invesco
2
Invesco
Georgia
$13.5M
3
DA
3
Denali Advisors
California
$2.53M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$9.45M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.06M

Top Sellers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$3.11M
2
CCM
2
Callodine Capital Management
Massachusetts
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$54.9M
4
HF
4
HRT Financial
New York
$0
5
FWIA
5
Fort Washington Investment Advisors
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
26
Meridian Wealth Management
Kentucky
$3.46M 251,665 -2,929 -1%
Marshall Wace
27
Marshall Wace
United Kingdom
$3.11M 226,163 -1,006,879 -82%
SWP
28
Stratos Wealth Partners
Ohio
$3.08M 223,938 -2,263 -1%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$3.06M 222,475 +153,316 +222%
GLA
30
Great Lakes Advisors
Illinois
$2.86M 207,572 -29,652 -12%
SRC
31
Sage Rhino Capital
California
$2.8M 203,696 +27,619 +16%
CIM
32
Confluence Investment Management
Missouri
$2.68M 194,500 +4,259 +2%
IA
33
Icon Advisers
Colorado
$2.67M 193,725 +132,786 +218%
AAA
34
Adams Asset Advisors
Texas
$2.56M 186,077 +63,150 +51%
DA
35
Denali Advisors
California
$2.53M 183,650 +183,650 New
HWM
36
HB Wealth Management
Georgia
$2.45M 178,232 -124,766 -41%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$2.44M 177,314 +47,523 +37%
QPWM
38
Quadrant Private Wealth Management
Pennsylvania
$2.28M 160,659 -45,746 -22%
Osaic Holdings
39
Osaic Holdings
Arizona
$2.25M 163,188 -9,644 -6%
GA
40
GraniteShares Advisors
New York
$2.17M 157,442 +25,583 +19%
NW
41
Naviter Wealth
Arkansas
$2.12M 149,063 +17,822 +14%
SPIA
42
Steward Partners Investment Advisory
New York
$2.04M 148,374 +7,781 +6%
MFG
43
Merit Financial Group
Georgia
$1.86M 135,344 – –
UAG
44
United Advisor Group
Ohio
$1.82M 132,377 +3,980 +3%
CMS
45
Capital Market Strategies
Florida
$1.6M 116,025 +8,324 +8%
AAM
46
Advisors Asset Management
Colorado
$1.54M 111,961 -250 -0.2%
CIG
47
Cascade Investment Group
Colorado
$1.44M 104,782 -1,700 -2%
YIH
48
Y-Intercept (HK)
Hong Kong
$1.42M 103,034 +59,653 +138%
IPAM
49
Investment Partners Asset Management
New Jersey
$1.41M 102,610 +21,682 +27%
LPL Financial
50
LPL Financial
California
$1.41M 102,420 +15,645 +18%
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