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Goldman Sachs BDC
GSBD

Overview Fund Activity

203 hedge funds and large institutions have $438M invested in Goldman Sachs BDC in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 60 reducing their positions, and 28 closing their positions.

Holders
203
Holders Change
-11
Holders Change %
-5.14%
% of All Funds
3.2%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
19
Increased
59
Reduced
60
Closed
28
Calls
$1.56M
Puts
$578K
Net Calls
+$978K
Net Calls Change
+$889K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$15M
2
CCM
2
Callodine Capital Management
Massachusetts
$4.16M
3
Invesco
3
Invesco
Georgia
$11.6M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.89M
5
VanEck Associates
5
VanEck Associates
New York
$22.4M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$10.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$51.1M
3
CSS
3
Cubist Systematic Strategies
Connecticut
$0
4
DTL
4
Dynamic Technology Lab
Singapore
$0
5
BCM
5
Brookstone Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
51
Cohen Capital Management
California
$1.24M – – –
WPIC
52
White Pine Investment Company
Michigan
$1.2M -$33.6K -2,424 -3%
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$1.18M +$2.4K +173 +0.2%
FA
54
Financial Alternatives
California
$1.14M -$39K -2,814 -3%
PFMU
55
Privium Fund Management (UK)
United Kingdom
$1.11M +$1.11M +79,908 New
CS
56
Credit Suisse
Switzerland
$1.11M +$1.11M +79,908 New
FPCP
57
Fort Point Capital Partners
California
$1.03M – – –
PA
58
Parallel Advisors
California
$995K -$164K -11,802 -14%
LPL Financial
59
LPL Financial
California
$989K -$83.3K -6,012 -8%
BAMF
60
BI Asset Management Fondsmaeglerselskab
Denmark
$964K +$60.9K +4,398 +7%
AAM
61
Advisors Asset Management
Colorado
$947K -$355K -25,610 -27%
C
62
Cliffwater
California
$940K +$748 +54 +0.1%
CMS
63
Capital Market Strategies
Florida
$905K +$5.54K +400 +0.6%
SRC
64
Sage Rhino Capital
California
$844K -$161K -11,640 -16%
IWA
65
Intercontinental Wealth Advisors
Texas
$799K – – –
Balyasny Asset Management
66
Balyasny Asset Management
Illinois
$779K +$779K +56,177 New
RJT
67
Raymond James Trust
Florida
$726K +$278K +20,072 +62%
HG
68
Herbst Group
Connecticut
$713K -$194K -14,027 -21%
IWM
69
IHT Wealth Management
Illinois
$706K -$34.3K -2,476 -5%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$696K +$696K +50,250 New
AWM
71
Axxcess Wealth Management
California
$696K – – –
TYCC
72
Texas Yale Capital Corp
Florida
$694K -$324K -23,393 -32%
Northern Trust
73
Northern Trust
Illinois
$690K +$116K +8,334 +20%
CC
74
Claybrook Capital
Massachusetts
$654K – – –
AWM
75
Apollon Wealth Management
South Carolina
$654K +$45K +3,250 +7%
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3
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