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Goldman Sachs BDC
GSBD

Overview Fund Activity

202 hedge funds and large institutions have $449M invested in Goldman Sachs BDC in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 73 increasing their positions, 61 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
-13
Holders Change %
-6.05%
% of All Funds
2.92%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
18
Increased
73
Reduced
61
Closed
28
Calls
$1.07M
Puts
$125K
Net Calls
+$947K
Net Calls Change
-$2.18M

Top Buyers

1
VanEck Associates
1
VanEck Associates
New York
$36.4M
2
Invesco
2
Invesco
Georgia
$13.5M
3
DA
3
Denali Advisors
California
$2.53M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$9.45M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.06M

Top Sellers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$3.11M
2
CCM
2
Callodine Capital Management
Massachusetts
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$54.9M
4
HF
4
HRT Financial
New York
$0
5
FWIA
5
Fort Washington Investment Advisors
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
126
Cresset Asset Management
Illinois
$234K +$5.07K +357 +2%
SWP
127
Strategic Wealth Partners
Ohio
$234K +$13.8K +1,000 +6%
1832 Asset Management
128
1832 Asset Management
Ontario, Canada
$209K +$209K +15,225 New
MA
129
MAS Advisors
Florida
$209K – – –
ZIG
130
Zuckerman Investment Group
Illinois
$206K – – –
WP
131
Westmount Partners
California
$204K – – –
AWM
132
Angeles Wealth Management
California
$204K +$204K +14,790 New
Focus Partners Wealth
133
Focus Partners Wealth
Massachusetts
$187K -$94.3K -6,855 -34%
CIBC Private Wealth Group
134
CIBC Private Wealth Group
Georgia
$187K – – –
VCA
135
Verdence Capital Advisors
Maryland
$184K +$184K +13,350 New
FCM
136
Family Capital Management
Michigan
$177K +$619 +45 +0.4%
PWA
137
Physician Wealth Advisors
Utah
$175K +$5.63K +415 +3%
WA
138
Wealth Alliance
New York
$170K – – –
CG
139
CFO4Life Group
Texas
$170K +$4.42K +321 +3%
AWM
140
Accel Wealth Management
Iowa
$165K +$27.5K +2,000 +20%
DAS
141
Dynamic Advisor Solutions
Arizona
$165K -$12.3K -891 -7%
CWM
142
Concentrum Wealth Management
California
$162K – – –
CF
143
Centaurus Financial
California
$161K +$28.9K +2,094 +22%
BAMF
144
BI Asset Management Fondsmaeglerselskab
Denmark
$148K – – –
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$147K -$13.1K -954 -8%
NG
146
Norden Group
Utah
$145K -$62K -4,503 -30%
PSP
147
Principal Street Partners
Tennessee
$141K +$141K +10,230 New
SIC
148
Samalin Investment Counsel
New York
$138K +$138K +10,024 New
CA
149
Crewe Advisors
Utah
$137K – – –
FFWA
150
Forthright Family Wealth Advisory
Texas
$130K – – –
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6
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