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Goldman Sachs BDC
GSBD

Overview Fund Activity

214 hedge funds and large institutions have $430M invested in Goldman Sachs BDC in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 70 increasing their positions, 65 reducing their positions, and 20 closing their positions.

Holders
214
Holders Change
+5
Holders Change %
+2.39%
% of All Funds
3.43%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
27
Increased
70
Reduced
65
Closed
20
Calls
$1.07M
Puts
$981K
Net Calls
+$89K
Net Calls Change
-$1.06M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$55.4M
2
Bank of America
2
Bank of America
North Carolina
$4.84M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$3.63M
4
VanEck Associates
4
VanEck Associates
New York
$20.4M
5
CSS
5
Cubist Systematic Strategies
Connecticut
$2.32M

Top Sellers

1
C
1
Cliffwater
California
$925K
2
BlackRock
2
BlackRock
New York
$7.34M
3
CG
3
Cynosure Group
Utah
$3.06M
4
Creative Planning
4
Creative Planning
Kansas
$9.96M
5
JF
5
Jump Financial
Illinois
$174K
Name Market Value Shares Shares
Change 		Shares
Change %
IWM
76
IHT Wealth Management
Illinois
$729K 53,415 +6,923 +15%
AWM
77
Axxcess Wealth Management
California
$685K 50,195 -11,780 -19%
Citadel Advisors
78
Citadel Advisors
Florida
$648K 47,491 -21,797 -31%
CC
79
Claybrook Capital
Massachusetts
$644K 47,200 – –
Corient Private Wealth
80
Corient Private Wealth
Florida
$623K 45,654 +213 +0.5%
AWM
81
Apollon Wealth Management
South Carolina
$599K 43,912 +1,000 +2%
MML Investors Services
82
MML Investors Services
Massachusetts
$599K 43,913 +15,950 +57%
CF
83
Centaurus Financial
California
$590K 43,206 -916 -2%
SI
84
Stephens Inc
Arkansas
$585K 42,857 – –
MM
85
MQS Management
New York
$573K 42,012 +42,012 New
Mackenzie Financial
86
Mackenzie Financial
Ontario, Canada
$573K 41,958 +12,067 +40%
Northern Trust
87
Northern Trust
Illinois
$566K 41,478 -1,668 -4%
VCM
88
Versant Capital Management
Arizona
$561K 41,113 – –
Neuberger Berman Group
89
Neuberger Berman Group
New York
$539K 39,512 +49 +0.1%
KI
90
Kula Investments
Illinois
$533K 39,071 +39,071 New
YIH
91
Y-Intercept (HK)
Hong Kong
$531K 38,915 +11,820 +44%
BWP
92
Baldwin Wealth Partners
Massachusetts
$510K 37,391 – –
OC
93
Oppenheimer & Co
New York
$500K 36,654 +2,633 +8%
PAG
94
Private Advisor Group
New Jersey
$492K 36,008 -2,600 -7%
Mariner
95
Mariner
Kansas
$480K 35,170 +1,700 +5%
MHS
96
M Holdings Securities
Oregon
$463K 33,907 -562 -2%
WWC
97
Waypoint Wealth Counsel
Georgia
$445K 32,627 -18,231 -36%
FCM
98
Family Capital Management
Michigan
$444K 32,513 +421 +1%
RJT
99
Raymond James Trust
Florida
$441K 32,299 -193 -0.6%
MIM
100
Monashee Investment Management
Massachusetts
$438K 32,100 +32,100 New
2 3
4
5 6