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Goldman Sachs BDC
GSBD

Overview Fund Activity

188 hedge funds and large institutions have $426M invested in Goldman Sachs BDC in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 61 increasing their positions, 50 reducing their positions, and 20 closing their positions.

Holders
188
Holders Change
-9
Holders Change %
-4.57%
% of All Funds
3.25%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
15
Increased
61
Reduced
50
Closed
20
Calls
$4.05M
Puts
$462K
Net Calls
+$3.59M
Net Calls Change
+$1.14M

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$20.1M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$1.62M
3
Morgan Stanley
3
Morgan Stanley
New York
$48.9M
4
HWM
4
HB Wealth Management
Georgia
$1.77M
5
ACM
5
Advisors Capital Management
New Jersey
$9.55M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$3.44M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$0
3
VanEck Associates
3
VanEck Associates
New York
$18.3M
4
ACIM
4
Azimuth Capital Investment Management
Michigan
$2.63M
5
UBS Group
5
UBS Group
Switzerland
$2.49M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
76
Circle Wealth Management
New Jersey
$483K 33,408 +6,142 +23%
MCM
77
Monument Capital Management
Virginia
$463K 32,014 -2,826 -8%
OC
78
Oppenheimer & Co
New York
$463K 32,079 +5,979 +23%
HCP
79
Hexagon Capital Partners
Arkansas
$448K 31,022 +1,551 +5%
Mackenzie Financial
80
Mackenzie Financial
Ontario, Canada
$439K 30,383 -10,659 -26%
VEA
81
Virtus ETF Advisers
New York
$437K 30,245 -6,011 -17%
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$433K 29,954 -27 -0.1%
SCA
83
Snowden Capital Advisors
New York
$428K 29,652 – –
SFP
84
Sweet Financial Partners
Minnesota
$427K 29,580 – –
DE
85
Day & Ennis
Georgia
$427K 29,549 – –
Mariner
86
Mariner
Kansas
$425K 29,435 – –
EW
87
Evoke Wealth
California
$417K 28,000 – –
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$415K 28,715 +15,067 +110%
MML Investors Services
89
MML Investors Services
Massachusetts
$409K 28,316 -1,686 -6%
EH
90
Equitable Holdings
New York
$405K 28,044 +28,044 New
Lido Advisors
91
Lido Advisors
California
$395K 27,371 – –
GI
92
GAMCO Investors
Connecticut
$371K 25,700 – –
BRWA
93
B. Riley Wealth Advisors
Florida
$354K 24,446 +543 +2%
Citadel Advisors
94
Citadel Advisors
Florida
$351K 24,258 +24,258 New
JPMPWA
95
J.P. Morgan Private Wealth Advisors
California
$348K 24,070 – –
GT
96
Greenleaf Trust
Michigan
$342K 23,664 – –
AA
97
Ancora Advisors
Ohio
$341K 23,587 – –
FCM
98
Fourpath Capital Management
Oklahoma
$333K 23,074 +48 +0.2%
GTCM
99
Gyon Technologies Capital Management
New Jersey
$324K 22,424 +5,510 +33%
RWA
100
Rainsberger Wealth Advisors
Colorado
$321K 22,214 +972 +5%
2 3
4
5 6