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Goldman Sachs BDC
GSBD

Overview Fund Activity

158 hedge funds and large institutions have $499M invested in Goldman Sachs BDC in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 88 increasing their positions, 25 reducing their positions, and 16 closing their positions.

Holders
158
Holders Change
+3
Holders Change %
+1.94%
% of All Funds
2.77%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
20
Increased
88
Reduced
25
Closed
16
Calls
$556K
Puts
–
Net Calls
+$556K
Net Calls Change
+$556K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$53.6M
2
AI
2
AXS Investments
New York
$11.9M
3
Millennium Management
3
Millennium Management
New York
$11.6M
4
Ameriprise
4
Ameriprise
Minnesota
$10M
5
RJA
5
Raymond James & Associates
Florida
$13.6M

Top Sellers

1
SO
1
STRS Ohio
Ohio
$3K
2
QC
2
Quadrature Capital
United Kingdom
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Norges Bank
4
Norges Bank
Norway
$0
5
Creative Planning
5
Creative Planning
Kansas
$22.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSS
76
Cubist Systematic Strategies
Connecticut
$548K +$548K +29,872 New
SCA
77
Snowden Capital Advisors
New York
$544K +$181K +9,884 +50%
DE
78
Day & Ennis
Georgia
$542K +$181K +9,851 +50%
EW
79
Evoke Wealth
California
$539K +$145K +7,700 +37%
KCPG
80
Kavar Capital Partners Group
Kansas
$525K +$525K +28,600 New
NHC
81
Nicholas Hoffman & Company
Georgia
$514K +$102K +5,566 +25%
Lido Advisors
82
Lido Advisors
California
$502K +$125K +6,836 +33%
BCM
83
Brookstone Capital Management
Illinois
$482K +$482K +25,419 New
ETC
84
Exchange Traded Concepts
Oklahoma
$468K +$468K +25,483 New
DA
85
Doliver Advisors
Texas
$460K +$151K +8,225 +49%
JPMPWA
86
J.P. Morgan Private Wealth Advisors
California
$442K – – –
SIAP
87
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$435K +$165 +9 +0%
CG
88
Clarus Group
Texas
$434K – – –
GT
89
Greenleaf Trust
Michigan
$434K +$145K +7,888 +50%
AA
90
Ancora Advisors
Ohio
$433K +$433K +23,587 New
C
91
Certuity
Florida
$432K – – –
DTL
92
Dynamic Technology Lab
Singapore
$417K +$20.9K +1,138 +5%
CWM
93
Circle Wealth Management
New Jersey
$414K +$414K +22,572 New
CA
94
Crewe Advisors
Utah
$409K +$209K +11,370 +104%
AWA
95
Arkadios Wealth Advisors
Georgia
$407K +$59K +3,220 +17%
CAS
96
Cascadia Advisory Services
Oregon
$406K +$124K +6,775 +44%
CWM
97
CCG Wealth Management
California
$381K – – –
WA
98
Wealth Architects
California
$378K +$126K +6,873 +50%
1IA
99
1834 Investment Advisors
Wisconsin
$360K – – –
LWM
100
Laidlaw Wealth Management
New York
$347K +$14.9K +813 +4%
2 3
4
5 6