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Goldman Sachs BDC
GSBD

Overview Fund Activity

189 hedge funds and large institutions have $580M invested in Goldman Sachs BDC in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 68 increasing their positions, 38 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+5
Holders Change %
+2.72%
% of All Funds
2.99%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
31
Increased
68
Reduced
38
Closed
25
Calls
$3M
Puts
$719K
Net Calls
+$2.28M
Net Calls Change
+$1.77M

Top Buyers

1
PWP
Pursue Wealth Partners
California
$13.7M
2
RJA
Raymond James & Associates
Florida
$24.1M
3
BlackRock
BlackRock
New York
$13.3M
4
Morgan Stanley
Morgan Stanley
New York
$67.9M
5
VanEck Associates
VanEck Associates
New York
$29.2M

Top Sellers

1
William Blair & Company
William Blair & Company
Illinois
$0
2
Ameriprise
Ameriprise
Minnesota
$7.28M
3
Invesco
Invesco
Georgia
$13.6M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
Creative Planning
Creative Planning
Kansas
$21.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
126
Cetera Investment Advisers
Illinois
$304K -$59.9K -3,053 -16%
WSC
127
Wellington Shields & Co
New York
$290K +$290K +14,780 New
BWA
128
Beam Wealth Advisors
Louisiana
$282K +$282K +14,384 New
Victory Capital Management
129
Victory Capital Management
Texas
$270K -$7.69K -410 -3%
RIL
130
Rothschild Investment LLC
Illinois
$267K – – –
CG
131
CFO4Life Group
Texas
$261K +$5.14K +262 +2%
WA
132
Wealth Alliance
New York
$259K – – –
RIA
133
Regal Investment Advisors
Michigan
$258K +$25.4K +1,300 +11%
IAIM
134
International Assets Investment Management
Florida
$258K +$258K +13,134 New
1832 Asset Management
135
1832 Asset Management
Ontario, Canada
$256K +$5.72K +296 +2%
CAM
136
Cresset Asset Management
Illinois
$252K +$4.92K +245 +2%
SAM
137
SP Asset Management
California
$250K – – –
CAN
138
Cetera Advisor Networks
California
$245K +$245K +12,483 New
DLG
139
Daniel L. Goodwin
$244K +$244K +12,450 New
FWM
140
Foresight Wealth Management
Utah
$233K – – –
CG
141
Clarus Group
Texas
$232K -$232K -11,832 -50%
TWA
142
TCI Wealth Advisors
Arizona
$231K – – –
CWM
143
Concentrum Wealth Management
California
$231K – – –
BO
144
BRR OpCo
Ohio
$231K +$231K +11,780 New
PCA
145
Providence Capital Advisors
North Carolina
$231K +$231K +11,780 New
SSWM
146
Sheets Smith Wealth Management
North Carolina
$230K +$2.02K +103 +0.9%
KA
147
Kovack Advisors
Florida
$217K -$19.6K -1,000 -8%
BAM
148
Bellevue Asset Management
Washington
$210K – – –
CWM
149
Cedar Wealth Management
California
$209K – – –
Cambridge Investment Research Advisors
150
Cambridge Investment Research Advisors
Iowa
$209K +$209K +10,681 New
4 5
6
7 8