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Goldman Sachs BDC
GSBD

Overview Fund Activity

210 hedge funds and large institutions have $457M invested in Goldman Sachs BDC in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 59 reducing their positions, and 18 closing their positions.

Holders
210
Holders Change
+7
Holders Change %
+3.45%
% of All Funds
3.35%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
26
Increased
68
Reduced
59
Closed
18
Calls
$406K
Puts
$509K
Net Calls
-$103K
Net Calls Change
-$1.08M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.28M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$3.57M
3
CCM
3
Callodine Capital Management
Massachusetts
$6.55M
4
Morgan Stanley
4
Morgan Stanley
New York
$55.8M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$4.46M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$2.11M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$0
3
AM
3
Ares Management
California
$2.43M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$1.63M
5
BlackRock
5
BlackRock
New York
$5.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
HG
76
Herbst Group
Connecticut
$687K -$62.2K -4,273 -8%
CC
77
Claybrook Capital
Massachusetts
$687K – – –
AWM
78
Apollon Wealth Management
South Carolina
$687K – – –
Northern Trust
79
Northern Trust
Illinois
$686K -$39.7K -2,724 -5%
JF
80
Jump Financial
Illinois
$675K +$510K +35,055 +311%
PAG
81
Private Advisor Group
New Jersey
$659K +$18.1K +1,240 +3%
RJT
82
Raymond James Trust
Florida
$629K -$133K -9,147 -17%
Neuberger Berman Group
83
Neuberger Berman Group
New York
$627K +$27.1K +1,864 +5%
SI
84
Stephens Inc
Arkansas
$624K – – –
TC
85
TownSquare Capital
Utah
$619K +$66.9K +4,598 +12%
BWP
86
Baldwin Wealth Partners
Massachusetts
$585K +$40.2K +2,762 +7%
Truist Financial
87
Truist Financial
North Carolina
$557K – – –
DA
88
Doliver Advisors
Texas
$525K +$76K +5,219 +17%
Mariner
89
Mariner
Kansas
$518K +$5.69K +391 +1%
C
90
Certuity
Florida
$500K – – –
OC
91
Oppenheimer & Co
New York
$496K -$38.9K -2,671 -7%
WWC
92
Waypoint Wealth Counsel
Georgia
$479K +$2.16K +148 +0.5%
FCM
93
Family Capital Management
Michigan
$475K +$1.19K +82 +0.3%
SCA
94
Snowden Capital Advisors
New York
$445K +$13.4K +918 +3%
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
$444K +$20.7K +1,424 +5%
OWM
96
Olympus Wealth Management
Utah
$431K – – –
KCPG
97
Kavar Capital Partners Group
Kansas
$429K +$1.02K +70 +0.2%
RWA
98
Rainsberger Wealth Advisors
Colorado
$428K +$26.9K +1,849 +7%
EW
99
Evoke Wealth
California
$420K – – –
NHC
100
Nicholas Hoffman & Company
Georgia
$415K +$5.49K +377 +1%
2 3
4
5 6