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Goldman Sachs BDC
GSBD

Overview Fund Activity

209 hedge funds and large institutions have $410M invested in Goldman Sachs BDC in 2022 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 60 increasing their positions, 65 reducing their positions, and 14 closing their positions.

Holders
209
Holders Change
+21
Holders Change %
+11.17%
% of All Funds
3.37%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
42
Increased
60
Reduced
65
Closed
14
Calls
$1.51M
Puts
$360K
Net Calls
+$1.15M
Net Calls Change
-$2.44M

Top Buyers

1
AM
1
Ares Management
California
$4.38M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$3.47M
3
AAA
3
Adams Asset Advisors
Texas
$2.09M
4
RJA
4
Raymond James & Associates
Florida
$20.6M
5
Millennium Management
5
Millennium Management
New York
$1.54M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$43M
2
ACIM
2
Azimuth Capital Investment Management
Michigan
$0
3
ACP
3
Arcus Capital Partners
Georgia
$5.71M
4
Creative Planning
4
Creative Planning
Kansas
$11M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$6.86M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
151
Stifel Financial
Missouri
$179K 13,015 +2,531 +24%
AWS
152
AJ Wealth Strategies
New York
$178K 13,000 +13,000 New
JPMorgan Chase & Co
153
JPMorgan Chase & Co
New York
$176K 12,827 +9,827 +328%
WA
154
Wealth Alliance
New York
$169K 12,345 – –
GA
155
Greytown Advisors
Florida
$167K 11,786 -3,150 -21%
CG
156
Clarus Group
Texas
$162K 11,832 – –
CWM
157
Concentrum Wealth Management
California
$162K 11,802 – –
TWA
158
TCI Wealth Advisors
Arizona
$162K 11,799 – –
DC
159
Davenport & Co
Virginia
$161K 11,700 +11,700 New
PWA
160
Physician Wealth Advisors
Utah
$159K 10,420 +296 +3%
Victory Capital Management
161
Victory Capital Management
Texas
$157K 11,455 -6 -0.1%
CG
162
CFO4Life Group
Texas
$157K 11,453 -5,711 -33%
C
163
CFO4Life
Texas
$157K 11,453 +11,453 New
SWP
164
Strategic Wealth Partners
Ohio
$143K 10,449 -9,226 -47%
MC
165
Moors & Cabot
Massachusetts
$140K 10,225 +10,225 New
SSWM
166
Sheets Smith Wealth Management
North Carolina
$139K 10,100 -1,608 -14%
OCAM
167
Onex Canada Asset Management
Ontario, Canada
$137K 10,000 – –
WWM
168
Wolff Wiese Magana
California
$121K 8,835 – –
BAM
169
Bellevue Asset Management
Washington
$121K 8,899 – –
HCM
170
Highlander Capital Management
New Jersey
$117K 8,500 +3,000 +55%
BAM
171
Belpointe Asset Management
Nevada
$103K 7,488 +7,488 New
LSV Asset Management
172
LSV Asset Management
Illinois
$97K 7,100 – –
OIA
173
Optimum Investment Advisors
Illinois
$90.4K 6,587 +100 +2%
PI
174
PEAK6 Investments
Illinois
$87.1K 6,348 +6,348 New
JEST
175
JTC Employer Solutions Trustee
Jersey
$86K 6,262 +6,262 New
5 6
7
8 9