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Goldman Sachs BDC
GSBD

Overview Fund Activity

197 hedge funds and large institutions have $499M invested in Goldman Sachs BDC in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+8
Holders Change %
+4.23%
% of All Funds
3.33%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
23
Increased
52
Reduced
55
Closed
13
Calls
$3.76M
Puts
$1.31M
Net Calls
+$2.45M
Net Calls Change
+$172K

Top Buyers

1
Invesco
1
Invesco
Georgia
$13.4M
2
BlackRock
2
BlackRock
New York
$13M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$5.64M
4
Canada Life
4
Canada Life
Manitoba, Canada
$2.08M
5
Legal & General Group
5
Legal & General Group
United Kingdom
$10.3M

Top Sellers

1
ZCA
1
Zeke Capital Advisors
Pennsylvania
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$55.2M
3
Creative Planning
3
Creative Planning
Kansas
$16.2M
4
VanEck Associates
4
VanEck Associates
New York
$23.2M
5
RFA
5
Radnor Financial Advisors
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TCA
151
Transcend Capital Advisors
New Jersey
$175K +$175K +10,425 New
DC
152
Davenport & Co
Virginia
$173K – – –
OCAM
153
Onex Canada Asset Management
Ontario, Canada
$168K – – –
WWM
154
Wolff Wiese Magana
California
$148K – – –
APA
155
American Portfolios Advisors
New York
$132K – – –
LSV Asset Management
156
LSV Asset Management
Illinois
$119K – – –
BTI
157
Blue Trust Inc
Georgia
$105K +$105K +5,351 New
OIA
158
Optimum Investment Advisors
Illinois
$104K -$4.61K -274 -4%
QT
159
Quantbot Technologies
New York
$100K +$100K +5,985 New
HCM
160
Highlander Capital Management
New Jersey
$92K – – –
PCC
161
Park Circle Company
Maryland
$88K – – –
ACM
162
Aquatic Capital Management
Illinois
$82K +$82K +4,900 New
SWM
163
Spire Wealth Management
Virginia
$74K -$16.4K -984 -18%
CWM
164
Cedar Wealth Management
California
$72K -$106K -6,325 -59%
HI
165
Harbour Investments
Wisconsin
$70K +$70K +4,185 New
KFI
166
Key Financial Inc
Pennsylvania
$69K – – –
CCM
167
Chilton Capital Management
Texas
$59K +$59K +3,500 New
JPMorgan Chase & Co
168
JPMorgan Chase & Co
New York
$50K – – –
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$48K – – –
LCM
170
Logan Capital Management
Pennsylvania
$42K – – –
Barclays
171
Barclays
United Kingdom
$40K +$40K +2,407 New
HNB
172
Huntington National Bank
Ohio
$39K – – –
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$25K – – –
Lazard Asset Management
174
Lazard Asset Management
New York
$24K – – –
SIS
175
Sound Income Strategies
Florida
$24K +$5.79K +343 +32%
5 6
7
8 9