GSBD icon

Goldman Sachs BDC
GSBD

Overview Fund Activity

211 hedge funds and large institutions have $495M invested in Goldman Sachs BDC in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 72 increasing their positions, 51 reducing their positions, and 28 closing their positions.

Holders
211
Holders Change
-2
Holders Change %
-0.94%
% of All Funds
3.06%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
29
Increased
72
Reduced
51
Closed
28
Calls
$2.63M
Puts
$53K
Net Calls
+$2.58M
Net Calls Change
+$1.46M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$12.4M
2
Citadel Advisors
2
Citadel Advisors
Florida
$3.68M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$5.19M
4
VanEck Associates
4
VanEck Associates
New York
$30.5M
5
MFG
5
Merit Financial Group
Georgia
$2.11M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$61.4M
2
CG
2
Cynosure Group
Utah
$0
3
MWM
3
Meridian Wealth Management
Kentucky
$0
4
AM
4
Ares Management
California
$0
5
Tudor Investment Corp
5
Tudor Investment Corp
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PWA
151
Physician Wealth Advisors
Utah
$182K 12,166 +345 +3%
IA
152
IFP Advisors
Florida
$179K 11,961 -1,024 -8%
JWCA
153
J.W. Cole Advisors
Florida
$179K 11,954 -230 -2%
CWM
154
Concentrum Wealth Management
California
$177K 11,802 – –
CG
155
CFO4Life Group
Texas
$175K 11,715 +299 +3%
RIL
156
Rothschild Investment LLC
Illinois
$172K 11,500 – –
BRWA
157
B. Riley Wealth Advisors
Florida
$155K 10,354 -2,967 -22%
IWM
158
IHT Wealth Management
Illinois
$152K 10,176 -446 -4%
EFS
159
Essex Financial Services
Connecticut
$150K 10,000 +10,000 New
CA
160
Crewe Advisors
Utah
$149K 9,943 – –
ACM
161
Aquatic Capital Management
Illinois
$139K 9,300 -20,300 -69%
WWM
162
Wolff Wiese Magana
California
$132K 8,835 – –
CF
163
Centaurus Financial
California
$124K 8,268 -369 -4%
LSV Asset Management
164
LSV Asset Management
Illinois
$106K 7,100 – –
HCM
165
Highlander Capital Management
New Jersey
$105K 7,000 – –
JEST
166
JTC Employer Solutions Trustee
Jersey
$94K 6,262 – –
HI
167
Harbour Investments
Wisconsin
$85.6K 5,716 +76 +1%
VCM
168
Versant Capital Management
Arizona
$82K 5,477 – –
GRP
169
Global Retirement Partners
California
$70.9K 4,730 -3,267 -41%
WIM
170
Westside Investment Management
California
$70.4K 4,700 – –
TAM
171
Tucker Asset Management
Colorado
$66.2K 4,418 – –
KFI
172
Key Financial Inc
Pennsylvania
$61.2K 4,083 – –
OIA
173
Optimum Investment Advisors
Illinois
$59.9K 3,997 +150 +4%
IRC
174
Investors Research Corp
Georgia
$59.4K 3,963 +3,963 New
TWC
175
TD Waterhouse Canada
Ontario, Canada
$56.4K 2,802 +2,700 +2,647%
5 6
7
8 9