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Goldman Sachs BDC
GSBD

Overview Fund Activity

210 hedge funds and large institutions have $457M invested in Goldman Sachs BDC in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+7
Holders Change %
+3.45%
% of All Funds
3.35%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
26
Increased
68
Reduced
59
Closed
18
Calls
$406K
Puts
$509K
Net Calls
-$103K
Net Calls Change
-$1.08M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.28M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$3.57M
3
CCM
Callodine Capital Management
Massachusetts
$6.55M
4
Morgan Stanley
Morgan Stanley
New York
$55.8M
5
Osaic Holdings
Osaic Holdings
Arizona
$4.46M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$2.11M
2
Marshall Wace
Marshall Wace
United Kingdom
$0
3
AM
Ares Management
California
$2.43M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$1.63M
5
BlackRock
BlackRock
New York
$5.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSA
126
Schonfeld Strategic Advisors
New York
$293K +$293K +20,100 New
Mercer Global Advisors
127
Mercer Global Advisors
Colorado
$280K +$3.16K +217 +1%
DAS
128
Dynamic Advisor Solutions
Arizona
$272K -$2.58K -177 -0.9%
BCA
129
Bay Colony Advisors
Massachusetts
$271K +$87.4K +6,002 +48%
SWM
130
SeaCrest Wealth Management
New York
$265K +$18.9K +1,300 +8%
DE
131
Day & Ennis
Georgia
$258K -$172K -11,802 -40%
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$242K +$131K +9,000 +118%
WSC
133
Wellington Shields & Co
New York
$232K – – –
ASN
134
Advisory Services Network
Georgia
$230K -$22.9K -1,570 -9%
N
135
Natixis
France
$228K -$7.26K -497 -3%
VIA
136
Virtus Investment Advisers
Connecticut
$226K -$262K -18,000 -54%
KAS
137
Kestra Advisory Services
Texas
$222K -$9.54K -655 -4%
1832 Asset Management
138
1832 Asset Management
Ontario, Canada
$222K – – –
PA
139
Prossimo Advisors
California
$218K – – –
BWA
140
Beam Wealth Advisors
Louisiana
$218K +$6.51K +447 +3%
CAM
141
Cresset Asset Management
Illinois
$216K +$4.94K +329 +2%
WP
142
Westmount Partners
California
$215K – – –
ProShare Advisors
143
ProShare Advisors
Maryland
$215K -$42.5K -2,917 -16%
AP
144
Americana Partners
Texas
$211K +$211K +14,625 New
IAIM
145
International Assets Investment Management
Florida
$209K – – –
RIA
146
Regal Investment Advisors
Michigan
$204K – – –
CIBC Private Wealth Group
147
CIBC Private Wealth Group
Georgia
$198K +$198K +13,566 New
IA
148
IFP Advisors
Florida
$197K -$29.5K -2,025 -13%
ACM
149
Aquatic Capital Management
Illinois
$185K +$29.1K +2,000 +19%
FFA
150
First Foundation Advisors
California
$183K -$86.3K -5,930 -32%
4 5
6
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