GSBD icon

Goldman Sachs BDC
GSBD

Overview Fund Activity

203 hedge funds and large institutions have $438M invested in Goldman Sachs BDC in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 60 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
-11
Holders Change %
-5.14%
% of All Funds
3.2%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
19
Increased
59
Reduced
60
Closed
28
Calls
$1.56M
Puts
$578K
Net Calls
+$978K
Net Calls Change
+$889K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$15M
2
CCM
2
Callodine Capital Management
Massachusetts
$4.16M
3
Invesco
3
Invesco
Georgia
$11.6M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.89M
5
VanEck Associates
5
VanEck Associates
New York
$22.4M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$10.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$51.1M
3
CSS
3
Cubist Systematic Strategies
Connecticut
$0
4
DTL
4
Dynamic Technology Lab
Singapore
$0
5
BCM
5
Brookstone Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
101
Evoke Wealth
California
$401K – – –
NHC
102
Nicholas Hoffman & Company
Georgia
$390K -$6.18K -446 -2%
JPMorgan Chase & Co
103
JPMorgan Chase & Co
New York
$387K +$59K +4,254 +18%
EH
104
Equitable Holdings
New York
$385K +$385K +27,744 New
RWA
105
Rainsberger Wealth Advisors
Colorado
$382K +$74.6K +5,379 +24%
GI
106
GAMCO Investors
Connecticut
$356K – – –
GC
107
Guggenheim Capital
Illinois
$350K +$32.9K +2,376 +10%
MHS
108
M Holdings Securities
Oregon
$349K -$121K -8,720 -26%
CG
109
Colony Group
Massachusetts
$343K -$18.7K -1,349 -5%
JPMPWA
110
J.P. Morgan Private Wealth Advisors
California
$335K -$19.2K -1,388 -5%
GT
111
Greenleaf Trust
Michigan
$328K – – –
AA
112
Ancora Advisors
Ohio
$327K – – –
FCM
113
Fourpath Capital Management
Oklahoma
$325K -$7.03K -507 -2%
CW
114
CreativeOne Wealth
Kansas
$320K +$72.8K +5,249 +29%
IA
115
Icon Advisers
Colorado
$306K -$927K -66,892 -75%
HCP
116
Hexagon Capital Partners
Arkansas
$290K – – –
CWM
117
CCG Wealth Management
California
$288K – – –
WA
118
Wealth Architects
California
$286K – – –
AWM
119
AE Wealth Management
Kansas
$282K -$57.8K -4,172 -17%
Mercer Global Advisors
120
Mercer Global Advisors
Colorado
$264K -$1.25M -89,831 -83%
DAS
121
Dynamic Advisor Solutions
Arizona
$261K -$13.4K -965 -5%
BRWA
122
B. Riley Wealth Advisors
Florida
$259K -$509K -35,876 -66%
FFA
123
First Foundation Advisors
California
$257K – – –
ProShare Advisors
124
ProShare Advisors
Maryland
$245K +$18.8K +1,356 +8%
ASN
125
Advisory Services Network
Georgia
$240K -$2.77K -200 -1%
3 4
5
6 7