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Goldman Sachs BDC
GSBD

Overview Fund Activity

189 hedge funds and large institutions have $580M invested in Goldman Sachs BDC in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 68 increasing their positions, 38 reducing their positions, and 25 closing their positions.

Holders
189
Holders Change
+5
Holders Change %
+2.72%
% of All Funds
2.99%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
31
Increased
68
Reduced
38
Closed
25
Calls
$3M
Puts
$719K
Net Calls
+$2.28M
Net Calls Change
+$1.77M

Top Buyers

1
PWP
1
Pursue Wealth Partners
California
$13.7M
2
RJA
2
Raymond James & Associates
Florida
$24.1M
3
BlackRock
3
BlackRock
New York
$13.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$67.9M
5
VanEck Associates
5
VanEck Associates
New York
$29.2M

Top Sellers

1
William Blair & Company
1
William Blair & Company
Illinois
$0
2
Ameriprise
2
Ameriprise
Minnesota
$7.28M
3
Invesco
3
Invesco
Georgia
$13.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Creative Planning
5
Creative Planning
Kansas
$21.5M
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
76
Monument Capital Management
Virginia
$704K 35,913 -491 -1%
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$659K 33,617 -2,891 -8%
AWA
78
Arkadios Wealth Advisors
Georgia
$659K 33,620 +11,425 +51%
VEA
79
Virtus ETF Advisers
New York
$641K 32,711 -1,533 -4%
NHC
80
Nicholas Hoffman & Company
Georgia
$637K 32,465 +2,602 +9%
MML Investors Services
81
MML Investors Services
Massachusetts
$632K 32,206 +587 +2%
IA
82
IFP Advisors
Florida
$630K 30,907 +30,907 New
Lido Advisors
83
Lido Advisors
California
$587K 29,944 +2,573 +9%
SCA
84
Snowden Capital Advisors
New York
$581K 29,652 – –
OWM
85
Olympus Wealth Management
Utah
$580K 29,585 – –
SFP
86
Sweet Financial Partners
Minnesota
$580K 29,580 – –
GT
87
Greenleaf Trust
Michigan
$580K 29,594 +5,930 +25%
DE
88
Day & Ennis
Georgia
$579K 29,549 – –
EW
89
Evoke Wealth
California
$562K 28,000 – –
FSA
90
Franklin Street Advisors
North Carolina
$561K 28,612 -11,075 -28%
GA
91
Greytown Advisors
Florida
$548K 27,326 -12,105 -31%
SWP
92
Strategic Wealth Partners
Ohio
$537K 27,369 +3,466 +15%
CWM
93
Circle Wealth Management
New Jersey
$532K 27,154 +271 +1%
Mercer Global Advisors
94
Mercer Global Advisors
Colorado
$526K 26,812 -3,844 -13%
Mariner
95
Mariner
Kansas
$508K 25,890 +2,590 +11%
GI
96
GAMCO Investors
Connecticut
$504K 25,700 +25,700 New
BRWA
97
B. Riley Wealth Advisors
Florida
$490K 24,953 +1,547 +7%
JPMPWA
98
J.P. Morgan Private Wealth Advisors
California
$472K 24,070 – –
AA
99
Ancora Advisors
Ohio
$463K 23,587 – –
FCM
100
Fourpath Capital Management
Oklahoma
$451K 22,986 +39 +0.2%
2 3
4
5 6