GSBD icon

Goldman Sachs BDC
GSBD

Overview Fund Activity

188 hedge funds and large institutions have $426M invested in Goldman Sachs BDC in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 61 increasing their positions, 50 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
-9
Holders Change %
-4.57%
% of All Funds
3.25%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
15
Increased
61
Reduced
50
Closed
20
Calls
$4.05M
Puts
$462K
Net Calls
+$3.59M
Net Calls Change
+$1.14M

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$20.1M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$1.62M
3
Morgan Stanley
3
Morgan Stanley
New York
$48.9M
4
HWM
4
HB Wealth Management
Georgia
$1.77M
5
ACM
5
Advisors Capital Management
New Jersey
$9.55M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$3.44M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$0
3
VanEck Associates
3
VanEck Associates
New York
$18.3M
4
ACIM
4
Azimuth Capital Investment Management
Michigan
$2.63M
5
UBS Group
5
UBS Group
Switzerland
$2.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
151
Bellevue Asset Management
Washington
$129K -$24.9K -1,719 -16%
WWM
152
Wolff Wiese Magana
California
$128K – – –
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$109K +$68.6K +4,789 +170%
LSV Asset Management
154
LSV Asset Management
Illinois
$103K – – –
OIA
155
Optimum Investment Advisors
Illinois
$94K +$4.35K +300 +5%
BTI
156
Blue Trust Inc
Georgia
$92K +$2.1K +125 +2%
HCM
157
Highlander Capital Management
New Jersey
$79K – – –
PCC
158
Park Circle Company
Maryland
$75K – – –
HI
159
Harbour Investments
Wisconsin
$70K – – –
CWM
160
Cedar Wealth Management
California
$62K – – –
KFI
161
Key Financial Inc
Pennsylvania
$59K – – –
Nomura Asset Management
162
Nomura Asset Management
Japan
$56.8K +$38.8K +2,684 +215%
JPMorgan Chase & Co
163
JPMorgan Chase & Co
New York
$43K – – –
LCM
164
Logan Capital Management
Pennsylvania
$36K – – –
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$29K +$7.25K +500 +33%
Group One Trading
166
Group One Trading
Illinois
$27K +$27K +1,900 New
HNB
167
Huntington National Bank
Ohio
$24K -$8.95K -625 -27%
CFGS
168
Concourse Financial Group Securities
Alabama
$18K – – –
SIC
169
Salem Investment Counselors
North Carolina
$18K +$18K +1,200 New
FWM
170
Focused Wealth Management
New York
$17K +$58 +4 +0.3%
HWA
171
HHM Wealth Advisors
Tennessee
$16K – – –
SIS
172
Sound Income Strategies
Florida
$15K -$5.67K -390 -27%
BCMLT
173
Beacon Capital Management LLC (Tennessee)
Tennessee
$15K – – –
FF
174
FourThought Financial
Florida
$14K – – –
CTC
175
Central Trust Company
Missouri
$14K – – –
5 6
7
8 9