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Goldman Sachs BDC
GSBD

Overview Fund Activity

197 hedge funds and large institutions have $499M invested in Goldman Sachs BDC in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+8
Holders Change %
+4.23%
% of All Funds
3.33%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
23
Increased
52
Reduced
55
Closed
13
Calls
$3.76M
Puts
$1.31M
Net Calls
+$2.45M
Net Calls Change
+$172K

Top Buyers

1
Invesco
Invesco
Georgia
$13.4M
2
BlackRock
BlackRock
New York
$13M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$5.64M
4
Canada Life
Canada Life
Manitoba, Canada
$2.08M
5
Legal & General Group
Legal & General Group
United Kingdom
$10.3M

Top Sellers

1
ZCA
Zeke Capital Advisors
Pennsylvania
$0
2
Morgan Stanley
Morgan Stanley
New York
$55.2M
3
Creative Planning
Creative Planning
Kansas
$16.2M
4
VanEck Associates
VanEck Associates
New York
$23.2M
5
RFA
Radnor Financial Advisors
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
126
Crewe Advisors
Utah
$249K -$23.5K -1,400 -9%
WSC
127
Wellington Shields & Co
New York
$248K – – –
CAN
128
Cetera Advisor Networks
California
$248K +$38.6K +2,299 +18%
YIH
129
Y-Intercept (HK)
Hong Kong
$246K +$246K +14,657 New
Victory Capital Management
130
Victory Capital Management
Texas
$241K -$1.33K -79 -0.5%
RIL
131
Rothschild Investment LLC
Illinois
$237K +$8.41K +500 +4%
BWA
132
Beam Wealth Advisors
Louisiana
$234K -$7.19K -429 -3%
DA
133
Doliver Advisors
Texas
$231K -$51.8K -3,085 -18%
Susquehanna International Group
134
Susquehanna International Group
Pennsylvania
$229K -$128K -7,621 -36%
RIA
135
Regal Investment Advisors
Michigan
$229K +$7.55K +450 +3%
DLG
136
Daniel L. Goodwin
$229K +$20.1K +1,200 +10%
1832 Asset Management
137
1832 Asset Management
Ontario, Canada
$228K +$5.51K +328 +2%
WA
138
Wealth Alliance
New York
$222K – – –
CAM
139
Cresset Asset Management
Illinois
$221K +$4.28K +248 +2%
SAM
140
SP Asset Management
California
$219K +$5K +298 +2%
N
141
Natixis
France
$215K +$215K +12,725 New
FWM
142
Foresight Wealth Management
Utah
$199K – – –
CG
143
Clarus Group
Texas
$199K – – –
CWM
144
Concentrum Wealth Management
California
$198K – – –
BO
145
BRR OpCo
Ohio
$198K – – –
TWA
146
TCI Wealth Advisors
Arizona
$198K – – –
SSWM
147
Sheets Smith Wealth Management
North Carolina
$197K – – –
BAM
148
Bellevue Asset Management
Washington
$180K – – –
CG
149
CFO4Life Group
Texas
$178K -$38.9K -2,386 -18%
JIP
150
Jaffetilchin Investment Partners
Florida
$178K – – –
4 5
6
7 8