GSBD icon

Goldman Sachs BDC
GSBD

Overview Fund Activity

234 hedge funds and large institutions have $402M invested in Goldman Sachs BDC in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 78 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+32
Holders Change %
+15.84%
% of All Funds
3.12%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
55
Increased
78
Reduced
56
Closed
18
Calls
$219K
Puts
$1.2M
Net Calls
-$977K
Net Calls Change
-$1.92M

Top Buyers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$11M
2
UBS Group
UBS Group
Switzerland
$6.48M
3
TI
Trexquant Investment
Connecticut
$4.23M
4
FNT
First National Trust
Pennsylvania
$2.68M
5
JFG
Jefferies Financial Group
New York
$1.69M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$36.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.22M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$876K
4
IAIM
International Assets Investment Management
Florida
$239K
5
PWP
Pursue Wealth Partners
California
$1.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
126
Kestra Advisory Services
Texas
$280K +$71.5K +5,908 +34%
HG
127
Herbst Group
Connecticut
$277K -$219K -18,100 -44%
Stifel Financial
128
Stifel Financial
Missouri
$269K +$4.3K +355 +2%
HCP
129
Hexagon Capital Partners
Arkansas
$268K +$10.1K +835 +4%
ProShare Advisors
130
ProShare Advisors
Maryland
$260K +$43.9K +3,632 +20%
FCM
131
Fourpath Capital Management
Oklahoma
$254K -$5.86K -484 -2%
WSC
132
Wellington Shields & Co
New York
$251K -$15.7K -1,300 -6%
WA
133
Wealth Architects
California
$249K – – –
WA
134
Wealth Alliance
New York
$246K +$96.8K +8,000 +65%
MFG
135
Magnus Financial Group
New York
$246K +$246K +20,344 New
IAIM
136
International Assets Investment Management
Florida
$239K -$3.77M -309,580 -94%
DA
137
Doliver Advisors
Texas
$230K -$5.47K -452 -2%
Verition Fund Management
138
Verition Fund Management
Connecticut
$230K +$230K +18,998 New
PSP
139
Principal Street Partners
Tennessee
$228K +$104K +8,585 +84%
Cambridge Investment Research Advisors
140
Cambridge Investment Research Advisors
Iowa
$226K -$226K -18,667 -50%
SG Americas Securities
141
SG Americas Securities
New York
$225K +$225K +18,574 New
CAP
142
Columbia Advisory Partners
Washington
$223K +$5.34K +441 +2%
VF
143
Virtu Financial
New York
$223K +$223K +18,405 New
CSS
144
Cubist Systematic Strategies
Connecticut
$222K +$222K +18,383 New
NHC
145
Nicholas Hoffman & Company
Georgia
$222K -$54.4K -4,493 -20%
SWP
146
Strategic Wealth Partners
Ohio
$219K – – –
PWA
147
Physician Wealth Advisors
Utah
$212K +$55.5K +4,583 +35%
CAM
148
Cresset Asset Management
Illinois
$212K +$5.16K +411 +2%
MA
149
MAS Advisors
Florida
$208K +$24.3K +2,005 +13%
IWM
150
IHT Wealth Management
Illinois
$199K +$199K +16,415 New
4 5
6
7 8