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Goldman Sachs BDC
GSBD

Overview Fund Activity

144 hedge funds and large institutions have $385M invested in Goldman Sachs BDC in 2021 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 50 increasing their positions, 23 reducing their positions, and 10 closing their positions.

Holders
144
Holders Change
+35
Holders Change %
+32.11%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
46
Increased
50
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$35.4M
2
Invesco
2
Invesco
Georgia
$15.6M
3
ACP
3
Arcus Capital Partners
Georgia
$5.04M
4
ZCA
4
Zeke Capital Advisors
Pennsylvania
$4.64M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$4.7M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$423K
3
RFA
3
Radnor Financial Advisors
Pennsylvania
$1.82M
4
MC
4
Muzinich & Co
New York
$4.12M
5
Sumitomo Mitsui Trust Group
5
Sumitomo Mitsui Trust Group
Japan
$3.94M
Name Market Value Shares Shares
Change 		Shares
Change %
AIM
76
Aigen Investment Management
New York
$378K 19,540 +1,047 +6%
NHC
77
Nicholas Hoffman & Company
Georgia
$377K 19,484 +4,450 +30%
AWA
78
Arkadios Wealth Advisors
Georgia
$366K 18,975 +4,440 +31%
LWM
79
Laidlaw Wealth Management
New York
$339K 17,514 +247 +1%
Russell Investments Group
80
Russell Investments Group
United Kingdom
$335K 17,165 +17,165 New
AA
81
ALPS Advisors
Colorado
$330K 17,096 +17,096 New
SSA
82
Schonfeld Strategic Advisors
New York
$317K 16,400 +16,400 New
Marshall Wace
83
Marshall Wace
United Kingdom
$304K 15,729 +15,729 New
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$292K 15,119 +15,119 New
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$285K 14,753 +14,753 New
TCA
86
Transcend Capital Advisors
New Jersey
$280K 14,500 – –
Citigroup
87
Citigroup
New York
$276K 14,270 +453 +3%
1IA
88
1834 Investment Advisors
Wisconsin
$275K 14,208 +8 +0.1%
RIL
89
Rothschild Investment LLC
Illinois
$263K 13,593 – –
BWP
90
Baldwin Wealth Partners
Massachusetts
$263K 13,616 +13,616 New
LWAC
91
Laurel Wealth Advisors (California)
California
$256K 13,252 +13,252 New
Lido Advisors
92
Lido Advisors
California
$254K 12,818 +12,818 New
PP
93
Paloma Partners
Connecticut
$250K 12,895 +12,895 New
DA
94
Doliver Advisors
Texas
$247K 12,800 +12,800 New
Canada Life
95
Canada Life
Manitoba, Canada
$237K 12,370 -4,318 -26%
1832 Asset Management
96
1832 Asset Management
Ontario, Canada
$231K 12,000 – –
KA
97
Kovack Advisors
Florida
$230K 11,900 – –
FWM
98
Foresight Wealth Management
Utah
$229K 11,861 – –
CWM
99
Concentrum Wealth Management
California
$228K 11,802 – –
PWA
100
Physician Wealth Advisors
Utah
$223K 11,287 +798 +8%
2 3
4
5 6