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Goldman Sachs BDC
GSBD

Overview Fund Activity

202 hedge funds and large institutions have $449M invested in Goldman Sachs BDC in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 73 increasing their positions, 61 reducing their positions, and 28 closing their positions.

Holders
202
Holders Change
-13
Holders Change %
-6.05%
% of All Funds
2.92%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
18
Increased
73
Reduced
61
Closed
28
Calls
$1.07M
Puts
$125K
Net Calls
+$947K
Net Calls Change
-$2.18M

Top Buyers

1
VanEck Associates
1
VanEck Associates
New York
$36.4M
2
Invesco
2
Invesco
Georgia
$13.5M
3
DA
3
Denali Advisors
California
$2.53M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$9.45M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.06M

Top Sellers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$3.11M
2
CCM
2
Callodine Capital Management
Massachusetts
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$54.9M
4
HF
4
HRT Financial
New York
$0
5
FWIA
5
Fort Washington Investment Advisors
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
101
Wealth Enhancement Advisory Services
Minnesota
$418K 30,356 +10,161 +50%
BSTWA
102
Blake Schutter Theil Wealth Advisors
Ohio
$405K 29,450 +29,450 New
SI
103
Stephens Inc
Arkansas
$404K 29,381 – –
KCM
104
Kendall Capital Management
Maryland
$402K 29,215 +6,670 +30%
WWC
105
Waypoint Wealth Counsel
Georgia
$402K 29,185 +109 +0.4%
EH
106
Equitable Holdings
New York
$386K 28,079 – –
OC
107
Oppenheimer & Co
New York
$386K 28,019 -1,651 -6%
MW
108
Maia Wealth
Colorado
$368K 27,395 +27,395 New
GI
109
GAMCO Investors
Connecticut
$354K 25,700 – –
MHS
110
M Holdings Securities
Oregon
$347K 25,187 -2,000 -7%
KCPG
111
Kavar Capital Partners Group
Kansas
$345K 25,107 +25,107 New
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$339K 24,617 +8,000 +48%
Comerica Bank
113
Comerica Bank
Texas
$334K 24,270 -454 -2%
GT
114
Greenleaf Trust
Michigan
$326K 23,664 – –
AA
115
Ancora Advisors
Ohio
$325K 23,587 – –
NHC
116
Nicholas Hoffman & Company
Georgia
$314K 22,846 +16 +0.1%
WSC
117
Wellington Shields & Co
New York
$303K 22,045 +1,580 +8%
Stifel Financial
118
Stifel Financial
Missouri
$301K 21,910 +6,963 +47%
FCM
119
Fourpath Capital Management
Oklahoma
$296K 21,512 -325 -1%
HCP
120
Hexagon Capital Partners
Arkansas
$293K 21,319 -1 -0%
WA
121
Wealth Architects
California
$284K 20,615 – –
DA
122
Doliver Advisors
Texas
$268K 19,501 -25 -0.1%
CAP
123
Columbia Advisory Partners
Washington
$248K 18,018 +1,582 +10%
ProShare Advisors
124
ProShare Advisors
Maryland
$245K 17,827 +714 +4%
KAS
125
Kestra Advisory Services
Texas
$237K 17,193 -2,485 -13%
3 4
5
6 7