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Goldman Sachs BDC
GSBD

Overview Fund Activity

215 hedge funds and large institutions have $527M invested in Goldman Sachs BDC in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 61 reducing their positions, and 20 closing their positions.

Holders
215
Holders Change
+4
Holders Change %
+1.9%
% of All Funds
3.13%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
27
Increased
69
Reduced
61
Closed
20
Calls
$3.29M
Puts
$169K
Net Calls
+$3.12M
Net Calls Change
+$545K

Top Buyers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$18.5M
2
VanEck Associates
2
VanEck Associates
New York
$36.8M
3
MWM
3
Meridian Wealth Management
Kentucky
$3.83M
4
Norges Bank
4
Norges Bank
Norway
$2.31M
5
Morgan Stanley
5
Morgan Stanley
New York
$63.8M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.1M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$15.2M
3
IA
3
Icon Advisers
Colorado
$924K
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$4.88M
5
CSS
5
Cubist Systematic Strategies
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DA
126
Doliver Advisors
Texas
$293K 19,526 -1,100 -5%
ProShare Advisors
127
ProShare Advisors
Maryland
$257K 17,113 +1,723 +11%
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$250K 16,617 – –
CAM
129
Cresset Asset Management
Illinois
$249K 16,096 +16,096 New
CAP
130
Columbia Advisory Partners
Washington
$247K 16,436 +16,436 New
SWP
131
Strategic Wealth Partners
Ohio
$240K 15,985 -2,306 -13%
N
132
Natixis
France
$235K 15,625 – –
VIA
133
Virtus Investment Advisers
Connecticut
$233K 15,506 – –
MA
134
MAS Advisors
Florida
$228K 15,199 -53 -0.3%
NG
135
Norden Group
Utah
$226K 15,038 -8,668 -37%
ZIG
136
Zuckerman Investment Group
Illinois
$225K 15,000 – –
Stifel Financial
137
Stifel Financial
Missouri
$225K 14,947 +2,647 +22%
WP
138
Westmount Partners
California
$224K 14,790 – –
IAIM
139
International Assets Investment Management
Florida
$223K 14,820 – –
Northern Trust
140
Northern Trust
Illinois
$221K 14,704 -4,297 -23%
CIBC Private Wealth Group
141
CIBC Private Wealth Group
Georgia
$211K 13,566 – –
DAS
142
Dynamic Advisor Solutions
Arizona
$193K 12,864 +29 +0.2%
FCM
143
Family Capital Management
Michigan
$193K 12,821 -1,893 -13%
PWA
144
Physician Wealth Advisors
Utah
$193K 12,513 +347 +3%
WA
145
Wealth Alliance
New York
$186K 12,345 – –
EW
146
Evoke Wealth
California
$181K 11,700 -49,300 -81%
IA
147
IFP Advisors
Florida
$181K 12,022 +61 +0.5%
CG
148
CFO4Life Group
Texas
$181K 12,017 +302 +3%
BRWA
149
B. Riley Wealth Advisors
Florida
$178K 11,500 +1,146 +11%
CWM
150
Concentrum Wealth Management
California
$177K 11,802 – –
4 5
6
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