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Goldman Sachs BDC
GSBD

Overview Fund Activity

188 hedge funds and large institutions have $426M invested in Goldman Sachs BDC in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 61 increasing their positions, 50 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
-9
Holders Change %
-4.57%
% of All Funds
3.25%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
15
Increased
61
Reduced
50
Closed
20
Calls
$4.05M
Puts
$462K
Net Calls
+$3.59M
Net Calls Change
+$1.14M

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$20.1M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$1.62M
3
Morgan Stanley
3
Morgan Stanley
New York
$48.9M
4
HWM
4
HB Wealth Management
Georgia
$1.77M
5
ACM
5
Advisors Capital Management
New Jersey
$9.55M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$3.44M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$0
3
VanEck Associates
3
VanEck Associates
New York
$18.3M
4
ACIM
4
Azimuth Capital Investment Management
Michigan
$2.63M
5
UBS Group
5
UBS Group
Switzerland
$2.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
126
SeaCrest Wealth Management
New York
$220K -$14.5K -1,000 -6%
CA
127
Crewe Advisors
Utah
$214K – – –
BWA
128
Beam Wealth Advisors
Louisiana
$207K +$5.19K +359 +3%
WSC
129
Wellington Shields & Co
New York
$202K -$11.6K -800 -5%
1832 Asset Management
130
1832 Asset Management
Ontario, Canada
$201K +$4.33K +299 +2%
RIA
131
Regal Investment Advisors
Michigan
$198K +$723 +50 +0.4%
DLG
132
Daniel L. Goodwin
$197K – – –
Koshinski Asset Management
133
Koshinski Asset Management
Illinois
$193K +$193K +13,384 New
IAIM
134
International Assets Investment Management
Florida
$190K – – –
CAM
135
Cresset Asset Management
Illinois
$188K -$2.38K -160 -1%
Balyasny Asset Management
136
Balyasny Asset Management
Illinois
$183K -$63.4K -4,396 -26%
WA
137
Wealth Alliance
New York
$178K -$12.2K -843 -6%
FWM
138
Foresight Wealth Management
Utah
$171K – – –
CWM
139
Concentrum Wealth Management
California
$171K – – –
CG
140
Clarus Group
Texas
$171K – – –
TWA
141
TCI Wealth Advisors
Arizona
$170K – – –
BO
142
BRR OpCo
Ohio
$170K – – –
SSWM
143
Sheets Smith Wealth Management
North Carolina
$169K – – –
Victory Capital Management
144
Victory Capital Management
Texas
$166K -$41.5K -2,862 -20%
JIP
145
Jaffetilchin Investment Partners
Florida
$157K +$4.13K +286 +3%
PWA
146
Physician Wealth Advisors
Utah
$152K +$152K +10,124 New
Stifel Financial
147
Stifel Financial
Missouri
$151K -$67.5K -4,688 -31%
OCAM
148
Onex Canada Asset Management
Ontario, Canada
$145K – – –
Acadian Asset Management
149
Acadian Asset Management
Massachusetts
$140K +$140K +9,744 New
APA
150
American Portfolios Advisors
New York
$139K +$25.8K +1,787 +23%
4 5
6
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