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Goldman Sachs BDC
GSBD

Overview Fund Activity

213 hedge funds and large institutions have $525M invested in Goldman Sachs BDC in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 21 closing their positions.

Holders
213
Holders Change
+3
Holders Change %
+1.43%
% of All Funds
3.12%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
29
Increased
65
Reduced
67
Closed
21
Calls
$1.25M
Puts
$134K
Net Calls
+$1.12M
Net Calls Change
+$1.22M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$113M
2
IA
2
Icon Advisers
Colorado
$3.62M
3
CCM
3
Callodine Capital Management
Massachusetts
$9.52M
4
VanEck Associates
4
VanEck Associates
New York
$27.7M
5
Tudor Investment Corp
5
Tudor Investment Corp
Connecticut
$1.99M

Top Sellers

1
Invesco
1
Invesco
Georgia
$9.82M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.98M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$4.86M
4
Creative Planning
4
Creative Planning
Kansas
$8.91M
5
Wells Fargo
5
Wells Fargo
California
$4.03M
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$779K 53,195 -26,633 -33%
HG
77
Herbst Group
Connecticut
$746K 50,900 +3,700 +8%
AWM
78
Axxcess Wealth Management
California
$692K 47,245 -2,950 -6%
AWM
79
Apollon Wealth Management
South Carolina
$691K 47,162 – –
TC
80
TownSquare Capital
Utah
$603K 41,163 -1,346 -3%
TI
81
Trexquant Investment
Connecticut
$601K 41,025 -18,681 -31%
BAMF
82
BI Asset Management Fondsmaeglerselskab
Denmark
$601K 41,014 -28,549 -41%
BWP
83
Baldwin Wealth Partners
Massachusetts
$588K 40,153 – –
Neuberger Berman Group
84
Neuberger Berman Group
New York
$580K 39,565 -3,518 -8%
VEA
85
Virtus ETF Advisers
New York
$578K 39,426 -20,861 -35%
YIH
86
Y-Intercept (HK)
Hong Kong
$552K 37,698 +14,365 +62%
Mariner
87
Mariner
Kansas
$546K 37,299 +1,738 +5%
RWA
88
Redhawk Wealth Advisors
Minnesota
$516K 35,216 +35,216 New
WG
89
Winton Group
United Kingdom
$512K 34,934 +9,307 +36%
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$511K 34,898 +4,414 +14%
C
91
Certuity
Florida
$503K 34,358 – –
QT
92
Quantbot Technologies
New York
$500K 34,156 +34,156 New
PAG
93
Private Advisor Group
New Jersey
$495K 33,769 -11,509 -25%
WWC
94
Waypoint Wealth Counsel
Georgia
$485K 33,089 +163 +0.5%
MML Investors Services
95
MML Investors Services
Massachusetts
$481K 32,855 -17,628 -35%
SCA
96
Snowden Capital Advisors
New York
$463K 31,582 +1,012 +3%
OC
97
Oppenheimer & Co
New York
$444K 30,291 -3,807 -11%
ACM
98
Aquatic Capital Management
Illinois
$434K 29,600 +16,900 +133%
SI
99
Stephens Inc
Arkansas
$430K 29,381 -13,476 -31%
SSA
100
Schonfeld Strategic Advisors
New York
$429K 29,300 +9,200 +46%
2 3
4
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