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Goldman Sachs BDC
GSBD

Overview Fund Activity

189 hedge funds and large institutions have $580M invested in Goldman Sachs BDC in 2022 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 68 increasing their positions, 38 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+5
Holders Change %
+2.72%
% of All Funds
2.99%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
31
Increased
68
Reduced
38
Closed
25
Calls
$3M
Puts
$719K
Net Calls
+$2.28M
Net Calls Change
+$1.77M

Top Buyers

1
PWP
1
Pursue Wealth Partners
California
$13.7M
2
RJA
2
Raymond James & Associates
Florida
$24.1M
3
BlackRock
3
BlackRock
New York
$13.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$67.9M
5
VanEck Associates
5
VanEck Associates
New York
$29.2M

Top Sellers

1
William Blair & Company
1
William Blair & Company
Illinois
$0
2
Ameriprise
2
Ameriprise
Minnesota
$7.28M
3
Invesco
3
Invesco
Georgia
$13.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Creative Planning
5
Creative Planning
Kansas
$21.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWAC
151
Laurel Wealth Advisors (California)
California
$202K +$202K +10,308 New
DC
152
Davenport & Co
Virginia
$201K – – –
OCAM
153
Onex Canada Asset Management
Ontario, Canada
$196K +$196K +10,000 New
PWA
154
Physician Wealth Advisors
Utah
$192K – – –
Acadian Asset Management
155
Acadian Asset Management
Massachusetts
$191K -$30.1K -1,535 -14%
JIP
156
Jaffetilchin Investment Partners
Florida
$188K +$8.45K +476 +5%
WWM
157
Wolff Wiese Magana
California
$173K – – –
APA
158
American Portfolios Advisors
New York
$154K – – –
LSV Asset Management
159
LSV Asset Management
Illinois
$139K – – –
OIA
160
Optimum Investment Advisors
Illinois
$127K -$28.8K -1,465 -18%
HCM
161
Highlander Capital Management
New Jersey
$108K – – –
SWM
162
Spire Wealth Management
Virginia
$106K – – –
NWM
163
Nauset Wealth Management
Connecticut
$103K +$103K +5,232 New
PCC
164
Park Circle Company
Maryland
$102K – – –
KFI
165
Key Financial Inc
Pennsylvania
$80K – – –
JPMorgan Chase & Co
166
JPMorgan Chase & Co
New York
$59K – – –
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$55K -$158K -8,123 -74%
LCM
168
Logan Capital Management
Pennsylvania
$49K – – –
HNB
169
Huntington National Bank
Ohio
$45K – – –
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$29K – – –
Lazard Asset Management
171
Lazard Asset Management
New York
$29K +$29K +1,485 New
CFGS
172
Concourse Financial Group Securities
Alabama
$24K – – –
FWM
173
Focused Wealth Management
New York
$23K +$60 +3 +0.3%
HWA
174
HHM Wealth Advisors
Tennessee
$22K – – –
SIS
175
Sound Income Strategies
Florida
$21K +$3.62K +186 +21%
5 6
7
8 9