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Goldman Sachs BDC
GSBD

Overview Fund Activity

184 hedge funds and large institutions have $524M invested in Goldman Sachs BDC in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 50 increasing their positions, 41 reducing their positions, and 16 closing their positions.

Holders
184
Holders Change
+26
Holders Change %
+16.46%
% of All Funds
2.84%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
44
Increased
50
Reduced
41
Closed
16
Calls
$1.11M
Puts
$601K
Net Calls
+$506K
Net Calls Change
-$50K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$60.1M
2
ACM
2
Advisors Capital Management
New Jersey
$8.24M
3
MC
3
Muzinich & Co
New York
$6.98M
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$6.81M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.31M

Top Sellers

1
AI
1
AXS Investments
New York
$0
2
Millennium Management
2
Millennium Management
New York
$0
3
Marshall Wace
3
Marshall Wace
United Kingdom
$0
4
RFA
4
Radnor Financial Advisors
Pennsylvania
$1.5M
5
Invesco
5
Invesco
Georgia
$16.5M
Name Market Value Shares Shares
Change 		Shares
Change %
CMS
51
Capital Market Strategies
Florida
$1.44M 75,047 +75,047 New
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$1.42M 74,161 -15,317 -17%
Mackenzie Financial
53
Mackenzie Financial
Ontario, Canada
$1.36M 70,988 +148 +0.2%
AWM
54
Apollon Wealth Management
South Carolina
$1.3M 67,706 +37,808 +126%
VCM
55
Versant Capital Management
Arizona
$1.29M 67,322 – –
HG
56
Herbst Group
Connecticut
$1.19M 62,300 +62,300 New
KIA
57
Kraematon Investment Advisors
Massachusetts
$1.19M 61,892 +61,892 New
LCWP
58
Legacy Capital Wealth Partners
Arkansas
$1.18M 60,391 +2,623 +5%
IWM
59
IHT Wealth Management
Illinois
$1M 52,395 +812 +2%
LPL Financial
60
LPL Financial
California
$1M 52,173 +2,554 +5%
CC
61
Claybrook Capital
Massachusetts
$904K 47,200 – –
PAG
62
Private Advisor Group
New Jersey
$903K 47,118 -4,945 -9%
SI
63
Stephens Inc
Arkansas
$874K 45,594 -12,594 -22%
AGP
64
Autumn Glory Partners
Texas
$853K 44,500 +44,500 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
65
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$791K 41,300 -33,300 -45%
GA
66
Greytown Advisors
Florida
$773K 39,431 +39,431 New
FSA
67
Franklin Street Advisors
North Carolina
$760K 39,687 – –
TC
68
TownSquare Capital
Utah
$753K 39,300 -5,058 -11%
BWP
69
Baldwin Wealth Partners
Massachusetts
$736K 38,407 -790 -2%
LFG
70
Larson Financial Group
Missouri
$724K 37,800 +37,800 New
RIG
71
Roosevelt Investment Group
New York
$705K 36,789 +245 +0.7%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$699K 36,508 +6,134 +20%
MCM
73
Monument Capital Management
Virginia
$698K 36,404 -4,214 -10%
GA
74
GraniteShares Advisors
New York
$690K 36,024 +36,024 New
BCM
75
Brookstone Capital Management
Illinois
$661K 34,189 +8,770 +35%
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