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Goldman Sachs BDC
GSBD

Overview Fund Activity

203 hedge funds and large institutions have $438M invested in Goldman Sachs BDC in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 60 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
-11
Holders Change %
-5.14%
% of All Funds
3.2%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
19
Increased
59
Reduced
60
Closed
28
Calls
$1.56M
Puts
$578K
Net Calls
+$978K
Net Calls Change
+$889K

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$15M
2
CCM
Callodine Capital Management
Massachusetts
$4.16M
3
Invesco
Invesco
Georgia
$11.6M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.89M
5
VanEck Associates
VanEck Associates
New York
$22.4M

Top Sellers

1
RJA
Raymond James & Associates
Florida
$10.7M
2
Morgan Stanley
Morgan Stanley
New York
$51.1M
3
CSS
Cubist Systematic Strategies
Connecticut
$0
4
DTL
Dynamic Technology Lab
Singapore
$0
5
BCM
Brookstone Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
126
Lido Advisors
California
$239K -$13.9K -1,000 -5%
SWM
127
SeaCrest Wealth Management
New York
$234K -$45.7K -3,300 -16%
N
128
Natixis
France
$224K -$37.4K -2,686 -14%
WSC
129
Wellington Shields & Co
New York
$221K +$15.9K +1,150 +8%
KAS
130
Kestra Advisory Services
Texas
$221K +$221K +15,930 New
IA
131
IFP Advisors
Florida
$215K -$22.1K -1,598 -9%
1832 Asset Management
132
1832 Asset Management
Ontario, Canada
$211K +$12.7K +919 +6%
PA
133
Prossimo Advisors
California
$207K +$207K +14,958 New
SWP
134
Strategic Wealth Partners
Ohio
$206K +$61.2K +4,413 +42%
WP
135
Westmount Partners
California
$205K – – –
CAM
136
Cresset Asset Management
Illinois
$202K -$164K -11,491 -45%
BWA
137
Beam Wealth Advisors
Louisiana
$201K +$6.28K +453 +3%
SAM
138
Silvercrest Asset Management
New York
$200K +$200K +14,448 New
IAIM
139
International Assets Investment Management
Florida
$197K – – –
RIA
140
Regal Investment Advisors
Michigan
$194K – – –
BCA
141
Bay Colony Advisors
Massachusetts
$174K +$6.58K +475 +4%
CF
142
Centaurus Financial
California
$172K -$428K -30,826 -71%
WA
143
Wealth Alliance
New York
$171K -$69.3K -5,000 -29%
GA
144
Greytown Advisors
Florida
$169K – – –
CG
145
Clarus Group
Texas
$164K – – –
CWM
146
Concentrum Wealth Management
California
$164K – – –
SIAP
147
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$160K -$42.1K -3,035 -21%
JF
148
Jump Financial
Illinois
$156K -$20.6K -1,484 -12%
PWA
149
Physician Wealth Advisors
Utah
$154K +$4.8K +346 +3%
RIL
150
Rothschild Investment LLC
Illinois
$154K -$41.6K -3,000 -21%
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