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Goldman Sachs BDC
GSBD

Overview Fund Activity

197 hedge funds and large institutions have $499M invested in Goldman Sachs BDC in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 55 reducing their positions, and 13 closing their positions.

Holders
197
Holders Change
+8
Holders Change %
+4.23%
% of All Funds
3.33%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
23
Increased
52
Reduced
55
Closed
13
Calls
$3.76M
Puts
$1.31M
Net Calls
+$2.45M
Net Calls Change
+$172K

Top Buyers

1
Invesco
1
Invesco
Georgia
$13.4M
2
BlackRock
2
BlackRock
New York
$13M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$5.64M
4
Canada Life
4
Canada Life
Manitoba, Canada
$2.08M
5
Legal & General Group
5
Legal & General Group
United Kingdom
$10.3M

Top Sellers

1
ZCA
1
Zeke Capital Advisors
Pennsylvania
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$55.2M
3
Creative Planning
3
Creative Planning
Kansas
$16.2M
4
VanEck Associates
4
VanEck Associates
New York
$23.2M
5
RFA
5
Radnor Financial Advisors
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PA
51
Parallel Advisors
California
$1.33M 79,198 +6,029 +8%
CMS
52
Capital Market Strategies
Florida
$1.25M 74,297 -500 -0.7%
AGP
53
Autumn Glory Partners
Texas
$1.17M 69,443 +2,500 +4%
VCM
54
Versant Capital Management
Arizona
$1.13M 67,322 – –
HG
55
Herbst Group
Connecticut
$1.1M 64,850 -350 -0.5%
CF
56
Centaurus Financial
California
$1.09M 65,072 -32,191 -33%
CG
57
Colony Group
Massachusetts
$993K 59,124 -30,254 -34%
PAG
58
Private Advisor Group
New Jersey
$991K 58,949 +10,931 +23%
C
59
Certuity
Florida
$975K 57,918 – –
IWM
60
IHT Wealth Management
Illinois
$929K 55,324 +1,361 +3%
SI
61
Stephens Inc
Arkansas
$886K 52,722 +5,136 +11%
MFG
62
Merit Financial Group
Georgia
$848K 50,450 +7,000 +16%
CC
63
Claybrook Capital
Massachusetts
$793K 47,200 – –
VIA
64
Vident Investment Advisory
Georgia
$752K 44,760 – –
Qube Research & Technologies (QRT)
65
Qube Research & Technologies (QRT)
United Kingdom
$709K 42,225 -25,075 -37%
AWA
66
Arkadios Wealth Advisors
Georgia
$697K 41,517 +7,897 +23%
Mackenzie Financial
67
Mackenzie Financial
Ontario, Canada
$690K 41,042 -33,522 -45%
AWM
68
Apollon Wealth Management
South Carolina
$685K 40,752 -6,198 -13%
GA
69
GraniteShares Advisors
New York
$683K 40,703 +1,174 +3%
Northern Trust
70
Northern Trust
Illinois
$668K 39,769 +3,588 +10%
IA
71
IFP Advisors
Florida
$630K 30,907 – –
BWP
72
Baldwin Wealth Partners
Massachusetts
$628K 37,391 -1,016 -3%
RJT
73
Raymond James Trust
Florida
$618K 36,809 – –
VEA
74
Virtus ETF Advisers
New York
$609K 36,256 +3,545 +11%
RIG
75
Roosevelt Investment Group
New York
$599K 35,631 -1,158 -3%
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