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Goldman Sachs BDC
GSBD

Overview Fund Activity

203 hedge funds and large institutions have $438M invested in Goldman Sachs BDC in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 60 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
-11
Holders Change %
-5.14%
% of All Funds
3.2%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
19
Increased
59
Reduced
60
Closed
28
Calls
$1.56M
Puts
$578K
Net Calls
+$978K
Net Calls Change
+$889K

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$15M
2
CCM
Callodine Capital Management
Massachusetts
$4.16M
3
Invesco
Invesco
Georgia
$11.6M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.89M
5
VanEck Associates
VanEck Associates
New York
$22.4M

Top Sellers

1
RJA
Raymond James & Associates
Florida
$10.7M
2
Morgan Stanley
Morgan Stanley
New York
$51.1M
3
CSS
Cubist Systematic Strategies
Connecticut
$0
4
DTL
Dynamic Technology Lab
Singapore
$0
5
BCM
Brookstone Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
151
Aquatic Capital Management
Illinois
$148K +$148K +10,700 New
AWA
152
Arete Wealth Advisors
Illinois
$148K +$148K +10,701 New
TRCT
153
Tower Research Capital (TRC)
New York
$145K -$90K -6,494 -38%
PWP
154
Private Wealth Partners
California
$141K – – –
CG
155
CFO4Life Group
Texas
$140K -$31.4K -2,265 -18%
SSWM
156
Sheets Smith Wealth Management
North Carolina
$140K – – –
KA
157
Kovack Advisors
Florida
$139K – – –
OCAM
158
Onex Canada Asset Management
Ontario, Canada
$139K – – –
CA
159
Crewe Advisors
Utah
$138K – – –
WWM
160
Wolff Wiese Magana
California
$122K – – –
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$106K – – –
LSV Asset Management
162
LSV Asset Management
Illinois
$98K – – –
Acadian Asset Management
163
Acadian Asset Management
Massachusetts
$97K – – –
HCM
164
Highlander Capital Management
New Jersey
$97K – – –
JEST
165
JTC Employer Solutions Trustee
Jersey
$87K – – –
HI
166
Harbour Investments
Wisconsin
$83.7K – – –
BTI
167
Blue Trust Inc
Georgia
$81K +$2.3K +169 +3%
VCM
168
Versant Capital Management
Arizona
$75.9K -$494K -35,636 -87%
OIA
169
Optimum Investment Advisors
Illinois
$73.7K -$2.12K -153 -3%
PCC
170
Park Circle Company
Maryland
$72.3K – – –
BNP Paribas Financial Markets
171
BNP Paribas Financial Markets
France
$70.9K +$9.09K +656 +15%
WIM
172
Westside Investment Management
California
$65.1K – – –
KFI
173
Key Financial Inc
Pennsylvania
$56.6K – – –
CCM
174
Chilton Capital Management
Texas
$48.5K – – –
BAM
175
Bellevue Asset Management
Washington
$41.6K – – –
5 6
7
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