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Goldman Sachs BDC
GSBD

Overview Fund Activity

188 hedge funds and large institutions have $426M invested in Goldman Sachs BDC in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 61 increasing their positions, 50 reducing their positions, and 20 closing their positions.

Holders
188
Holders Change
-9
Holders Change %
-4.57%
% of All Funds
3.25%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
15
Increased
61
Reduced
50
Closed
20
Calls
$4.05M
Puts
$462K
Net Calls
+$3.59M
Net Calls Change
+$1.14M

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$20.1M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$1.62M
3
Morgan Stanley
3
Morgan Stanley
New York
$48.9M
4
HWM
4
HB Wealth Management
Georgia
$1.77M
5
ACM
5
Advisors Capital Management
New Jersey
$9.55M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$3.44M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$0
3
VanEck Associates
3
VanEck Associates
New York
$18.3M
4
ACIM
4
Azimuth Capital Investment Management
Michigan
$2.63M
5
UBS Group
5
UBS Group
Switzerland
$2.49M
Name Market Value Shares Shares
Change 		Shares
Change %
AGP
51
Autumn Glory Partners
Texas
$1M 69,443 – –
VCM
52
Versant Capital Management
Arizona
$973K 67,322 – –
HG
53
Herbst Group
Connecticut
$954K 66,000 +1,150 +2%
CF
54
Centaurus Financial
California
$927K 64,165 -907 -1%
OWM
55
Olympus Wealth Management
Utah
$856K 59,237 +29,652 +100%
C
56
Certuity
Florida
$837K 57,918 – –
RCM
57
Rivernorth Capital Management
Florida
$827K 57,200 +57,200 New
IWM
58
IHT Wealth Management
Illinois
$822K 56,854 +1,530 +3%
CG
59
Colony Group
Massachusetts
$767K 53,110 -6,014 -10%
Qube Research & Technologies (QRT)
60
Qube Research & Technologies (QRT)
United Kingdom
$709K 49,047 +6,822 +16%
MHS
61
M Holdings Securities
Oregon
$705K 48,784 +25,187 +107%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$694K 48,000 +48,000 New
CC
63
Claybrook Capital
Massachusetts
$682K 47,200 – –
PAG
64
Private Advisor Group
New Jersey
$681K 47,118 -11,831 -20%
Northern Trust
65
Northern Trust
Illinois
$667K 46,120 +6,351 +16%
AWM
66
Apollon Wealth Management
South Carolina
$666K 46,112 +5,360 +13%
AWA
67
Arkadios Wealth Advisors
Georgia
$643K 44,485 +2,968 +7%
IA
68
IFP Advisors
Florida
$637K 31,281 +374 +1%
RJT
69
Raymond James Trust
Florida
$627K 43,352 +6,543 +18%
SI
70
Stephens Inc
Arkansas
$619K 42,857 -9,865 -19%
GA
71
GraniteShares Advisors
New York
$581K 40,223 -480 -1%
BWP
72
Baldwin Wealth Partners
Massachusetts
$540K 37,391 – –
RIG
73
Roosevelt Investment Group
New York
$508K 35,141 -490 -1%
Bank of America
74
Bank of America
North Carolina
$499K 34,600 +6,684 +24%
NHC
75
Nicholas Hoffman & Company
Georgia
$495K 34,246 +2,121 +7%
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