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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 Holding Trade Value Shares
Change 		Shares
Change %
RWA
101
Rainsberger Wealth Advisors
Colorado
$420K -$10K -683 -2%
RJT
102
Raymond James Trust
Florida
$420K -$214K -14,580 -34%
QC
103
Quadrature Capital
United Kingdom
$419K +$419K +28,605 New
GC
104
Guggenheim Capital
Illinois
$409K +$20K +1,368 +5%
EH
105
Equitable Holdings
New York
$406K – – –
GI
106
GAMCO Investors
Connecticut
$377K – – –
AWM
107
AE Wealth Management
Kansas
$375K +$30.8K +2,008 +9%
SWM
108
SeaCrest Wealth Management
New York
$374K +$105K +7,074 +39%
MHS
109
M Holdings Securities
Oregon
$369K -$18.6K -1,270 -5%
FFA
110
Founders Financial Alliance
North Carolina
$356K +$14.5K +990 +4%
GT
111
Greenleaf Trust
Michigan
$347K – – –
AA
112
Ancora Advisors
Ohio
$346K – – –
FCM
113
Fourpath Capital Management
Oklahoma
$331K -$8.07K -551 -2%
DA
114
Doliver Advisors
Texas
$325K -$203K -13,885 -39%
SG Americas Securities
115
SG Americas Securities
New York
$317K -$68.3K -4,660 -18%
WA
116
Wealth Alliance
New York
$308K +$127K +8,685 +70%
HCP
117
Hexagon Capital Partners
Arkansas
$305K -$17.6K -1,200 -5%
WA
118
Wealth Architects
California
$302K – – –
Focus Partners Wealth
119
Focus Partners Wealth
Massachusetts
$299K +$299K +20,439 New
Northern Trust
120
Northern Trust
Illinois
$270K -$419K -28,624 -61%
SWP
121
Strategic Wealth Partners
Ohio
$268K -$49.6K -3,386 -16%
BCA
122
Bay Colony Advisors
Massachusetts
$261K -$11.2K -763 -4%
DE
123
Day & Ennis
Georgia
$260K – – –
Mercer Global Advisors
124
Mercer Global Advisors
Colorado
$250K -$32K -2,185 -11%
WSC
125
Wellington Shields & Co
New York
$245K +$11.7K +800 +5%
3 4
5
6 7