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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 Holding Trade Value Shares
Change 		Shares
Change %
DAS
101
Dynamic Advisor Solutions
Arizona
$320K -$47.5K -3,291 -13%
DA
102
Doliver Advisors
Texas
$320K +$121K +8,353 +61%
PWP
103
Private Wealth Partners
California
$318K +$318K +22,000 New
FSA
104
Franklin Street Advisors
North Carolina
$314K – – –
Envestnet Asset Management
105
Envestnet Asset Management
Illinois
$311K -$33.3K -2,305 -10%
TC
106
TownSquare Capital
Utah
$309K +$64.4K +4,461 +26%
NA
107
NewEdge Advisors
Louisiana
$304K -$82.6K -5,712 -21%
AWM
108
AE Wealth Management
Kansas
$301K +$36.5K +2,526 +14%
CWM
109
CCG Wealth Management
California
$300K – – –
WA
110
Wealth Architects
California
$298K – – –
SWP
111
Strategic Wealth Partners
Ohio
$284K -$16.2K -1,121 -5%
ASN
112
Advisory Services Network
Georgia
$283K +$28.4K +1,967 +11%
MM
113
MQS Management
New York
$282K +$282K +19,507 New
SIAP
114
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$279K -$28.7K -1,989 -9%
RIL
115
Rothschild Investment LLC
Illinois
$279K +$75.5K +5,227 +37%
FFA
116
First Foundation Advisors
California
$268K – – –
1IA
117
1834 Investment Advisors
Wisconsin
$256K – – –
GC
118
Guggenheim Capital
Illinois
$251K +$17.2K +1,189 +7%
CG
119
CFO4Life Group
Texas
$248K +$90.4K +6,257 +57%
TBWA
120
Three Bridge Wealth Advisors
California
$243K – – –
N
121
Natixis
France
$237K +$50K +3,400 +27%
Cambridge Investment Research Advisors
122
Cambridge Investment Research Advisors
Iowa
$236K +$236K +16,323 New
CAN
123
Cetera Advisor Networks
California
$234K +$20.8K +1,439 +10%
CCM
124
Covington Capital Management
California
$229K – – –
GA
125
Greytown Advisors
Florida
$223K -$172K -11,500 -44%
3 4
5
6 7