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Goldman Sachs BDC
GSBD

Overview Fund Activity

214 hedge funds and large institutions have $430M invested in Goldman Sachs BDC in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 70 increasing their positions, 65 reducing their positions, and 20 closing their positions.

Holders
214
Holders Change
+5
Holders Change %
+2.39%
% of All Funds
3.43%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
27
Increased
70
Reduced
65
Closed
20
Calls
$1.07M
Puts
$981K
Net Calls
+$89K
Net Calls Change
-$1.06M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$55.4M
2
Bank of America
2
Bank of America
North Carolina
$4.84M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$3.63M
4
VanEck Associates
4
VanEck Associates
New York
$20.4M
5
CSS
5
Cubist Systematic Strategies
Connecticut
$2.32M

Top Sellers

1
C
1
Cliffwater
California
$925K
2
BlackRock
2
BlackRock
New York
$7.34M
3
CG
3
Cynosure Group
Utah
$3.06M
4
Creative Planning
4
Creative Planning
Kansas
$9.96M
5
JF
5
Jump Financial
Illinois
$174K
Name Market Value Shares Shares
Change 		Shares
Change %
JF
151
Jump Financial
Illinois
$174K 12,767 -70,788 -85%
CG
152
CFO4Life Group
Texas
$169K 12,383 +930 +8%
GA
153
Greytown Advisors
Florida
$166K 11,786 – –
BCA
154
Bay Colony Advisors
Massachusetts
$165K 12,115 +12,115 New
CG
155
Clarus Group
Texas
$162K 11,832 – –
CWM
156
Concentrum Wealth Management
California
$161K 11,802 – –
TWA
157
TCI Wealth Advisors
Arizona
$161K 11,799 – –
PWA
158
Physician Wealth Advisors
Utah
$149K 10,763 +343 +3%
Envestnet Asset Management
159
Envestnet Asset Management
Illinois
$147K 10,796 -9,582 -47%
SWP
160
Strategic Wealth Partners
Ohio
$143K 10,449 – –
PWP
161
Private Wealth Partners
California
$139K 10,200 -25,500 -71%
DLG
162
Daniel L. Goodwin
$138K 10,100 -4,550 -31%
SSWM
163
Sheets Smith Wealth Management
North Carolina
$138K 10,100 – –
OCAM
164
Onex Canada Asset Management
Ontario, Canada
$137K 10,000 – –
KA
165
Kovack Advisors
Florida
$137K 10,000 +10,000 New
CA
166
Crewe Advisors
Utah
$136K 9,943 -5,930 -37%
WWM
167
Wolff Wiese Magana
California
$121K 8,835 – –
NA
168
NewEdge Advisors
Louisiana
$107K 7,860 -4,012 -34%
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$104K 7,617 -14,725 -66%
BAM
170
Belpointe Asset Management
Nevada
$100K 7,339 -149 -2%
LSV Asset Management
171
LSV Asset Management
Illinois
$97K 7,100 – –
Acadian Asset Management
172
Acadian Asset Management
Massachusetts
$96K 7,053 -20,278 -74%
HCM
173
Highlander Capital Management
New Jersey
$96K 7,000 -1,500 -18%
JEST
174
JTC Employer Solutions Trustee
Jersey
$86K 6,262 – –
HI
175
Harbour Investments
Wisconsin
$82.4K 6,040 +300 +5%
5 6
7
8 9