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Goldman Sachs BDC
GSBD

Overview Fund Activity

234 hedge funds and large institutions have $402M invested in Goldman Sachs BDC in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 78 increasing their positions, 56 reducing their positions, and 18 closing their positions.

Holders
234
Holders Change
+32
Holders Change %
+15.84%
% of All Funds
3.12%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
55
Increased
78
Reduced
56
Closed
18
Calls
$219K
Puts
$1.2M
Net Calls
-$977K
Net Calls Change
-$1.92M

Top Buyers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$11M
2
UBS Group
2
UBS Group
Switzerland
$6.48M
3
TI
3
Trexquant Investment
Connecticut
$4.23M
4
FNT
4
First National Trust
Pennsylvania
$2.68M
5
JFG
5
Jefferies Financial Group
New York
$1.69M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$36.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.22M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$876K
4
IAIM
4
International Assets Investment Management
Florida
$239K
5
PWP
5
Pursue Wealth Partners
California
$1.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
26
Stratos Wealth Partners
Ohio
$3.19M +$484K +39,993 +18%
AAA
27
Adams Asset Advisors
Texas
$3.17M +$923K +76,257 +41%
SRC
28
Sage Rhino Capital
California
$3.05M +$589K +48,639 +24%
FNT
29
First National Trust
Pennsylvania
$2.68M +$2.68M +221,483 New
GLA
30
Great Lakes Advisors
Illinois
$2.51M – – –
GA
31
GraniteShares Advisors
New York
$2.5M +$590K +48,798 +31%
CIM
32
Confluence Investment Management
Missouri
$2.33M -$28.4K -2,351 -1%
QPWM
33
Quadrant Private Wealth Management
Pennsylvania
$2.29M +$271K +21,620 +13%
HighTower Advisors
34
HighTower Advisors
Illinois
$2.27M -$1.55M -128,254 -41%
Osaic Holdings
35
Osaic Holdings
Arizona
$2.16M +$190K +15,661 +10%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$2.14M -$3.36K -278 -0.2%
Lido Advisors
37
Lido Advisors
California
$1.94M +$1.02M +81,479 +112%
PWP
38
Pursue Wealth Partners
California
$1.94M -$3.56M -294,399 -65%
DA
39
Denali Advisors
California
$1.84M -$380K -31,373 -17%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$1.78M -$2.16M -178,168 -55%
LPL Financial
41
LPL Financial
California
$1.75M +$507K +41,915 +41%
NW
42
Naviter Wealth
Arkansas
$1.7M -$170K -13,535 -9%
JFG
43
Jefferies Financial Group
New York
$1.69M +$1.69M +139,673 New
CMS
44
Capital Market Strategies
Florida
$1.67M +$266K +21,968 +19%
SPIA
45
Steward Partners Investment Advisory
New York
$1.65M -$146K -12,059 -8%
MFG
46
Merit Financial Group
Georgia
$1.64M +$1.21K +100 +0.1%
AGM
47
Alpine Global Management
New York
$1.62M +$1.62M +133,848 New
Jane Street
48
Jane Street
New York
$1.6M +$1.6M +132,152 New
UAG
49
United Advisor Group
Ohio
$1.57M -$28.9K -2,388 -2%
Ameriprise
50
Ameriprise
Minnesota
$1.48M +$301K +25,491 +26%
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