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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 Market Value Shares Shares
Change 		Shares
Change %
IWM
101
IHT Wealth Management
Illinois
$408K 28,011 -22,928 -45%
Connor, Clark & Lunn Investment Management (CC&L)
102
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$406K 27,858 +27,858 New
EH
103
Equitable Holdings
New York
$404K 27,744 – –
GC
104
Guggenheim Capital
Illinois
$386K 26,540 +1,320 +5%
MHS
105
M Holdings Securities
Oregon
$385K 26,457 +1,270 +5%
SG Americas Securities
106
SG Americas Securities
New York
$383K 26,277 +26,277 New
JPMPWA
107
J.P. Morgan Private Wealth Advisors
California
$376K 25,840 +1,682 +7%
GI
108
GAMCO Investors
Connecticut
$374K 25,700 – –
WG
109
Winton Group
United Kingdom
$373K 25,627 +25,627 New
CG
110
Colony Group
Massachusetts
$350K 24,039 -725 -3%
CW
111
CreativeOne Wealth
Kansas
$346K 23,734 +646 +3%
GT
112
Greenleaf Trust
Michigan
$345K 23,664 – –
AA
113
Ancora Advisors
Ohio
$343K 23,587 – –
YIH
114
Y-Intercept (HK)
Hong Kong
$340K 23,333 -16,301 -41%
FFA
115
Founders Financial Alliance
North Carolina
$340K 23,325 +23,325 New
FCM
116
Fourpath Capital Management
Oklahoma
$337K 23,149 -300 -1%
Lido Advisors
117
Lido Advisors
California
$336K 23,106 +5,890 +34%
AWM
118
AE Wealth Management
Kansas
$327K 22,441 +2,111 +10%
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
$326K 22,381 +22,381 New
HCP
120
Hexagon Capital Partners
Arkansas
$321K 22,024 +1,101 +5%
SIA
121
Schechter Investment Advisors
Michigan
$321K 22,020 +22,020 New
Cerity Partners
122
Cerity Partners
New York
$317K 21,806 -71,177 -77%
SWP
123
Strategic Wealth Partners
Ohio
$316K 21,677 +6,815 +46%
Balyasny Asset Management
124
Balyasny Asset Management
Illinois
$306K 21,016 -35,161 -63%
WA
125
Wealth Architects
California
$300K 20,615 – –
3 4
5
6 7