GSBD icon

Goldman Sachs BDC
GSBD

Overview Fund Activity

213 hedge funds and large institutions have $525M invested in Goldman Sachs BDC in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+3
Holders Change %
+1.43%
% of All Funds
3.12%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
29
Increased
65
Reduced
67
Closed
21
Calls
$1.25M
Puts
$134K
Net Calls
+$1.12M
Net Calls Change
+$1.22M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$113M
2
IA
2
Icon Advisers
Colorado
$3.62M
3
CCM
3
Callodine Capital Management
Massachusetts
$9.52M
4
VanEck Associates
4
VanEck Associates
New York
$27.7M
5
Tudor Investment Corp
5
Tudor Investment Corp
Connecticut
$1.99M

Top Sellers

1
Invesco
1
Invesco
Georgia
$9.82M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.98M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$4.86M
4
Creative Planning
4
Creative Planning
Kansas
$8.91M
5
Wells Fargo
5
Wells Fargo
California
$4.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
151
Evoke Wealth
California
$177K -$246K -16,300 -58%
CWM
152
Concentrum Wealth Management
California
$173K – – –
RIL
153
Rothschild Investment LLC
Illinois
$168K – – –
CG
154
CFO4Life Group
Texas
$167K +$4.76K +325 +3%
MLIC
155
Mandatum Life Insurance Company
Finland
$165K +$165K +11,294 New
IWC
156
Integrated Wealth Concepts
Massachusetts
$165K +$3.97K +271 +2%
NG
157
Norden Group
Utah
$159K -$2.12K -145 -1%
IWM
158
IHT Wealth Management
Illinois
$156K -$255K -17,389 -62%
ASN
159
Advisory Services Network
Georgia
$149K -$81.9K -5,589 -35%
SSWM
160
Sheets Smith Wealth Management
North Carolina
$148K – – –
CA
161
Crewe Advisors
Utah
$146K – – –
WWM
162
Wolff Wiese Magana
California
$129K – – –
CF
163
Centaurus Financial
California
$127K -$31.2K -2,123 -20%
GRP
164
Global Retirement Partners
California
$119K – – –
LSV Asset Management
165
LSV Asset Management
Illinois
$104K – – –
HCM
166
Highlander Capital Management
New Jersey
$103K – – –
JEST
167
JTC Employer Solutions Trustee
Jersey
$93K – – –
EC
168
EntryPoint Capital
New York
$91.3K +$91.3K +6,231 New
HI
169
Harbour Investments
Wisconsin
$82.6K -$7.33K -500 -8%
VCM
170
Versant Capital Management
Arizona
$80.2K – – –
WIM
171
Westside Investment Management
California
$68.9K – – –
TAM
172
Tucker Asset Management
Colorado
$64.7K +$64.7K +4,418 New
KFI
173
Key Financial Inc
Pennsylvania
$59.8K – – –
CIA
174
Cape Investment Advisory
Georgia
$58.3K +$58.3K +3,979 New
OIA
175
Optimum Investment Advisors
Illinois
$56.4K – – –
5 6
7
8 9