GSBD icon

Goldman Sachs BDC
GSBD

Overview Fund Activity

189 hedge funds and large institutions have $580M invested in Goldman Sachs BDC in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 68 increasing their positions, 38 reducing their positions, and 25 closing their positions.

Holders
189
Holders Change
+5
Holders Change %
+2.72%
% of All Funds
2.99%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
31
Increased
68
Reduced
38
Closed
25
Calls
$3M
Puts
$719K
Net Calls
+$2.28M
Net Calls Change
+$1.77M

Top Buyers

1
PWP
1
Pursue Wealth Partners
California
$13.7M
2
RJA
2
Raymond James & Associates
Florida
$24.1M
3
BlackRock
3
BlackRock
New York
$13.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$67.9M
5
VanEck Associates
5
VanEck Associates
New York
$29.2M

Top Sellers

1
William Blair & Company
1
William Blair & Company
Illinois
$0
2
Ameriprise
2
Ameriprise
Minnesota
$7.28M
3
Invesco
3
Invesco
Georgia
$13.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Creative Planning
5
Creative Planning
Kansas
$21.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMS
51
Capital Market Strategies
Florida
$1.47M -$4.9K -250 -0.3%
Mackenzie Financial
52
Mackenzie Financial
Ontario, Canada
$1.46M +$70.1K +3,576 +5%
PA
53
Parallel Advisors
California
$1.44M -$60.4K -3,072 -4%
IAN
54
Integrated Advisors Network
Texas
$1.44M +$1.44M +73,400 New
RFA
55
Radnor Financial Advisors
Pennsylvania
$1.35M -$189K -9,656 -12%
VCM
56
Versant Capital Management
Arizona
$1.32M – – –
Qube Research & Technologies (QRT)
57
Qube Research & Technologies (QRT)
United Kingdom
$1.32M +$1.32M +67,300 New
AGP
58
Autumn Glory Partners
Texas
$1.31M +$440K +22,443 +50%
HG
59
Herbst Group
Connecticut
$1.28M +$56.9K +2,900 +5%
C
60
Certuity
Florida
$1.14M +$674K +34,358 +146%
IWM
61
IHT Wealth Management
Illinois
$1.06M +$30.7K +1,568 +3%
DAS
62
Dynamic Advisor Solutions
Arizona
$1.01M +$652K +33,284 +181%
PAG
63
Private Advisor Group
New Jersey
$942K +$17.7K +900 +2%
SI
64
Stephens Inc
Arkansas
$933K +$39.1K +1,992 +4%
CC
65
Claybrook Capital
Massachusetts
$926K – – –
AWM
66
Apollon Wealth Management
South Carolina
$921K -$407K -20,756 -31%
LPL Financial
67
LPL Financial
California
$882K -$141K -7,193 -14%
VIA
68
Vident Investment Advisory
Georgia
$878K +$878K +44,760 New
MFG
69
Merit Financial Group
Georgia
$852K +$852K +43,450 New
Canada Life
70
Canada Life
Manitoba, Canada
$819K +$549K +26,293 +203%
GA
71
GraniteShares Advisors
New York
$775K +$68.7K +3,505 +10%
BWP
72
Baldwin Wealth Partners
Massachusetts
$753K – – –
RIG
73
Roosevelt Investment Group
New York
$721K – – –
RJT
74
Raymond James Trust
Florida
$721K +$280K +14,311 +64%
Northern Trust
75
Northern Trust
Illinois
$709K +$367K +18,723 +107%
1 2
3
4 5