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Goldman Sachs BDC
GSBD

Overview Fund Activity

210 hedge funds and large institutions have $457M invested in Goldman Sachs BDC in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+7
Holders Change %
+3.45%
% of All Funds
3.35%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
26
Increased
68
Reduced
59
Closed
18
Calls
$406K
Puts
$509K
Net Calls
-$103K
Net Calls Change
-$1.08M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.28M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$3.57M
3
CCM
3
Callodine Capital Management
Massachusetts
$6.55M
4
Morgan Stanley
4
Morgan Stanley
New York
$55.8M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$4.46M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$2.11M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$0
3
AM
3
Ares Management
California
$2.43M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$1.63M
5
BlackRock
5
BlackRock
New York
$5.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
151
Wealth Alliance
New York
$180K – – –
CA
152
Cetera Advisors
Colorado
$179K +$179K +12,293 New
CG
153
Clarus Group
Texas
$172K – – –
CWM
154
Concentrum Wealth Management
California
$172K – – –
JWCA
155
J.W. Cole Advisors
Florida
$171K +$171K +11,710 New
RIL
156
Rothschild Investment LLC
Illinois
$167K +$5.91K +407 +4%
CG
157
CFO4Life Group
Texas
$161K +$14.2K +973 +10%
PWA
158
Physician Wealth Advisors
Utah
$161K +$4.78K +339 +3%
LAS
159
Lloyd Advisory Services
Georgia
$160K +$160K +10,986 New
NG
160
Norden Group
Utah
$160K +$160K +10,986 New
IWC
161
Integrated Wealth Concepts
Massachusetts
$160K +$160K +10,963 New
CF
162
Centaurus Financial
California
$157K -$23.6K -1,620 -13%
BNP Paribas Financial Markets
163
BNP Paribas Financial Markets
France
$156K +$81.5K +5,597 +109%
BRWA
164
B. Riley Wealth Advisors
Florida
$155K -$119K -7,918 -43%
SSWM
165
Sheets Smith Wealth Management
North Carolina
$147K – – –
CA
166
Crewe Advisors
Utah
$145K – – –
WWM
167
Wolff Wiese Magana
California
$129K – – –
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$129K +$129K +8,835 New
GRP
169
Global Retirement Partners
California
$111K +$111K +7,997 New
LSV Asset Management
170
LSV Asset Management
Illinois
$103K – – –
HCM
171
Highlander Capital Management
New Jersey
$102K – – –
JEST
172
JTC Employer Solutions Trustee
Jersey
$91K – – –
HI
173
Harbour Investments
Wisconsin
$89.4K +$1.46K +100 +2%
BTI
174
Blue Trust Inc
Georgia
$85K +$2.69K +195 +3%
VCM
175
Versant Capital Management
Arizona
$79.7K – – –
5 6
7
8 9