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Goldman Sachs BDC
GSBD

Overview Fund Activity

184 hedge funds and large institutions have $524M invested in Goldman Sachs BDC in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 50 increasing their positions, 41 reducing their positions, and 16 closing their positions.

Holders
184
Holders Change
+26
Holders Change %
+16.46%
% of All Funds
2.84%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
44
Increased
50
Reduced
41
Closed
16
Calls
$1.11M
Puts
$601K
Net Calls
+$506K
Net Calls Change
-$50K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$60.1M
2
ACM
2
Advisors Capital Management
New Jersey
$8.24M
3
MC
3
Muzinich & Co
New York
$6.98M
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$6.81M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.31M

Top Sellers

1
AI
1
AXS Investments
New York
$0
2
Millennium Management
2
Millennium Management
New York
$0
3
Marshall Wace
3
Marshall Wace
United Kingdom
$0
4
RFA
4
Radnor Financial Advisors
Pennsylvania
$1.5M
5
Invesco
5
Invesco
Georgia
$16.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
VEA
76
Virtus ETF Advisers
New York
$656K -$52.3K -2,731 -7%
FFA
77
First Foundation Advisors
California
$653K +$26.1K +1,364 +4%
MML Investors Services
78
MML Investors Services
Massachusetts
$606K -$24.1K -1,256 -4%
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$587K -$81K -4,230 -12%
NHC
80
Nicholas Hoffman & Company
Georgia
$572K +$35.7K +1,863 +7%
SCA
81
Snowden Capital Advisors
New York
$568K – – –
SFP
82
Sweet Financial Partners
Minnesota
$567K +$567K +29,580 New
OWM
83
Olympus Wealth Management
Utah
$567K +$567K +29,585 New
DE
84
Day & Ennis
Georgia
$566K – – –
EW
85
Evoke Wealth
California
$549K -$13.7K -700 -2%
Jane Street
86
Jane Street
New York
$539K +$539K +28,118 New
KCPG
87
Kavar Capital Partners Group
Kansas
$529K -$19.2K -1,000 -3%
Lido Advisors
88
Lido Advisors
California
$524K – – –
CWM
89
Circle Wealth Management
New Jersey
$515K +$82.6K +4,311 +19%
DA
90
Doliver Advisors
Texas
$497K -$11.9K -585 -2%
JPMPWA
91
J.P. Morgan Private Wealth Advisors
California
$461K – – –
SWP
92
Strategic Wealth Partners
Ohio
$458K +$458K +23,903 New
GT
93
Greenleaf Trust
Michigan
$453K – – –
AA
94
Ancora Advisors
Ohio
$452K – – –
C
95
Certuity
Florida
$451K – – –
BRWA
96
B. Riley Wealth Advisors
Florida
$449K +$249K +12,981 +125%
CG
97
Clarus Group
Texas
$446K – – –
Mariner
98
Mariner
Kansas
$446K +$446K +23,300 New
FCM
99
Fourpath Capital Management
Oklahoma
$440K +$440K +22,947 New
RJT
100
Raymond James Trust
Florida
$431K +$431K +22,498 New
2 3
4
5 6