GSBD icon

Goldman Sachs BDC
GSBD

Overview Fund Activity

184 hedge funds and large institutions have $524M invested in Goldman Sachs BDC in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 50 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+26
Holders Change %
+16.46%
% of All Funds
2.84%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
44
Increased
50
Reduced
41
Closed
16
Calls
$1.11M
Puts
$601K
Net Calls
+$506K
Net Calls Change
-$50K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$60.1M
2
ACM
2
Advisors Capital Management
New Jersey
$8.24M
3
MC
3
Muzinich & Co
New York
$6.98M
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$6.81M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.31M

Top Sellers

1
AI
1
AXS Investments
New York
$0
2
Millennium Management
2
Millennium Management
New York
$0
3
Marshall Wace
3
Marshall Wace
United Kingdom
$0
4
RFA
4
Radnor Financial Advisors
Pennsylvania
$1.5M
5
Invesco
5
Invesco
Georgia
$16.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIP
151
Jaffetilchin Investment Partners
Florida
$194K +$194K +10,118 New
BAM
152
Belpointe Asset Management
Nevada
$171K -$48.2K -2,522 -22%
WWM
153
Wolff Wiese Magana
California
$169K – – –
OIA
154
Optimum Investment Advisors
Illinois
$152K +$27.7K +1,445 +22%
APA
155
American Portfolios Advisors
New York
$150K +$150K +7,845 New
LSV Asset Management
156
LSV Asset Management
Illinois
$136K – – –
S
157
SignatureFD
Georgia
$113K – – –
HCM
158
Highlander Capital Management
New Jersey
$105K – – –
SWM
159
Spire Wealth Management
Virginia
$104K – – –
PCC
160
Park Circle Company
Maryland
$100K +$100K +5,213 New
PI
161
PEAK6 Investments
Illinois
$90K +$90K +4,709 New
KFI
162
Key Financial Inc
Pennsylvania
$78K – – –
CCM
163
Chilton Capital Management
Texas
$67K +$67K +3,500 New
HI
164
Harbour Investments
Wisconsin
$63K – – –
JPMorgan Chase & Co
165
JPMorgan Chase & Co
New York
$57K – – –
LCM
166
Logan Capital Management
Pennsylvania
$48K – – –
HNB
167
Huntington National Bank
Ohio
$44K +$44K +2,301 New
BC
168
Barnett & Company
Tennessee
$29K – – –
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$29K +$29K +1,500 New
TCWM
170
Total Clarity Wealth Management
Illinois
$29K +$29K +1,500 New
CA
171
Cornerstone Advisory
Maryland
$28K +$28K +1,510 New
CFGS
172
Concourse Financial Group Securities
Alabama
$24K – – –
CAL
173
Capital Analysts LLC
Pennsylvania
$22K +$342 +18 +2%
FWM
174
Focused Wealth Management
New York
$22K +$495 +26 +2%
HWA
175
HHM Wealth Advisors
Tennessee
$21K – – –
4 5 6
7
8