GSBD icon

Goldman Sachs BDC
GSBD

Overview Fund Activity

144 hedge funds and large institutions have $385M invested in Goldman Sachs BDC in 2021 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 50 increasing their positions, 23 reducing their positions, and 10 closing their positions.

Holders
144
Holders Change
+35
Holders Change %
+32.11%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
46
Increased
50
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$35.4M
2
Invesco
2
Invesco
Georgia
$15.6M
3
ACP
3
Arcus Capital Partners
Georgia
$5.04M
4
ZCA
4
Zeke Capital Advisors
Pennsylvania
$4.64M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$4.7M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$423K
3
RFA
3
Radnor Financial Advisors
Pennsylvania
$1.82M
4
MC
4
Muzinich & Co
New York
$4.12M
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$3.94M
Name Market Value Shares Shares
Change 		Shares
Change %
CC
51
Claybrook Capital
Massachusetts
$912K 47,200 +27,200 +136%
IWM
52
IHT Wealth Management
Illinois
$908K 46,995 +4,281 +10%
PAG
53
Private Advisor Group
New Jersey
$889K 45,990 +6,891 +18%
CWM
54
Centric Wealth Management
Illinois
$870K 45,000 – –
FWM
55
Frontier Wealth Management
Missouri
$734K 37,996 +37,996 New
QC
56
Quadrature Capital
United Kingdom
$707K 36,588 +36,588 New
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$670K 34,682 +17,255 +99%
WPIC
58
White Pine Investment Company
Michigan
$636K 32,910 +32,910 New
MCM
59
Monument Capital Management
Virginia
$610K 31,567 -1,298 -4%
MML Investors Services
60
MML Investors Services
Massachusetts
$610K 31,555 -16 -0.1%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$610K 31,547 +13,240 +72%
PCM
62
Prelude Capital Management
New York
$593K 30,000 +30,000 New
Acadian Asset Management
63
Acadian Asset Management
Massachusetts
$550K 28,444 +17,165 +152%
LPL Financial
64
LPL Financial
California
$514K 26,591 +10,108 +61%
VEA
65
Virtus ETF Advisers
New York
$500K 25,885 +4,853 +23%
Mackenzie Financial
66
Mackenzie Financial
Ontario, Canada
$476K 24,615 +24,615 New
RIG
67
Roosevelt Investment Group
New York
$460K 23,807 -226 -0.9%
SIAP
68
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$458K 23,672 -1,492 -6%
TC
69
TownSquare Capital
Utah
$457K 23,655 +5,916 +33%
C
70
Certuity
Florida
$455K 23,560 +23,560 New
DTL
71
Dynamic Technology Lab
Singapore
$454K 23,489 +23,489 New
JPMPWA
72
J.P. Morgan Private Wealth Advisors
California
$444K 22,958 +1,112 +5%
Neuberger Berman Group
73
Neuberger Berman Group
New York
$423K 21,902 -59,452 -73%
FSA
74
Franklin Street Advisors
North Carolina
$415K 21,446 +21,446 New
CWM
75
CCG Wealth Management
California
$401K 20,747 – –
1 2
3
4 5