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Goldman Sachs BDC
GSBD

Overview Fund Activity

158 hedge funds and large institutions have $499M invested in Goldman Sachs BDC in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 88 increasing their positions, 25 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+3
Holders Change %
+1.94%
% of All Funds
2.77%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
20
Increased
88
Reduced
25
Closed
16
Calls
$556K
Puts
–
Net Calls
+$556K
Net Calls Change
+$556K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$53.6M
2
AI
AXS Investments
New York
$11.9M
3
Millennium Management
Millennium Management
New York
$11.6M
4
Ameriprise
Ameriprise
Minnesota
$10M
5
RJA
Raymond James & Associates
Florida
$13.6M

Top Sellers

1
SO
STRS Ohio
Ohio
$3K
2
QC
Quadrature Capital
United Kingdom
$0
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
Norges Bank
Norges Bank
Norway
$0
5
Creative Planning
Creative Planning
Kansas
$22.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
126
Foresight Wealth Management
Utah
$218K – – –
RIA
127
Regal Investment Advisors
Michigan
$218K +$12.4K +675 +6%
CWM
128
Concentrum Wealth Management
California
$217K – – –
TWA
129
TCI Wealth Advisors
Arizona
$217K +$72.3K +3,933 +50%
SSWM
130
Sheets Smith Wealth Management
North Carolina
$211K +$211K +11,500 New
BAM
131
Belpointe Asset Management
Nevada
$210K +$2.47K +135 +1%
JF
132
Jump Financial
Illinois
$207K +$207K +11,300 New
BAM
133
Bellevue Asset Management
Washington
$196K +$65.3K +3,540 +50%
BRWA
134
B. Riley Wealth Advisors
Florida
$192K +$2.27K +123 +1%
WWM
135
Wolff Wiese Magana
California
$162K +$54K +2,947 +50%
LSV Asset Management
136
LSV Asset Management
Illinois
$130K – – –
OIA
137
Optimum Investment Advisors
Illinois
$119K -$17.2K -938 -13%
S
138
SignatureFD
Georgia
$108K +$36K +1,964 +50%
HCM
139
Highlander Capital Management
New Jersey
$101K – – –
SWM
140
Spire Wealth Management
Virginia
$99K +$36K +1,968 +57%
KFI
141
Key Financial Inc
Pennsylvania
$75K – – –
HI
142
Harbour Investments
Wisconsin
$60K – – –
JPMorgan Chase & Co
143
JPMorgan Chase & Co
New York
$55K -$108K -5,916 -66%
LCM
144
Logan Capital Management
Pennsylvania
$46K – – –
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$36K -$18.2K -1,000 -34%
ME
146
McIlrath & Eck
Washington
$36K +$34K +1,829 +1,663%
FIA
147
FNY Investment Advisers
New York
$32K -$4.57K -250 -13%
BC
148
Barnett & Company
Tennessee
$28K -$18.7K -1,000 -40%
CFGS
149
Concourse Financial Group Securities
Alabama
$23K – – –
FWM
150
Focused Wealth Management
New York
$21K +$18.7K +1,006 +818%
3 4 5
6
7