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Goldman Sachs BDC
GSBD

Overview Fund Activity

234 hedge funds and large institutions have $402M invested in Goldman Sachs BDC in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 78 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+32
Holders Change %
+15.84%
% of All Funds
3.12%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
55
Increased
78
Reduced
56
Closed
18
Calls
$219K
Puts
$1.2M
Net Calls
-$977K
Net Calls Change
-$1.92M

Top Buyers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$11M
2
UBS Group
2
UBS Group
Switzerland
$6.48M
3
TI
3
Trexquant Investment
Connecticut
$4.23M
4
FNT
4
First National Trust
Pennsylvania
$2.68M
5
JFG
5
Jefferies Financial Group
New York
$1.69M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$36.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.22M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$876K
4
IAIM
4
International Assets Investment Management
Florida
$239K
5
PWP
5
Pursue Wealth Partners
California
$1.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
151
Comerica Bank
Texas
$197K -$96.9K -8,005 -33%
NG
152
Norden Group
Utah
$192K +$64.2K +5,306 +50%
1832 Asset Management
153
1832 Asset Management
Ontario, Canada
$184K – – –
VCA
154
Verdence Capital Advisors
Maryland
$183K +$21.2K +1,750 +13%
AWM
155
Angeles Wealth Management
California
$179K – – –
WP
156
Westmount Partners
California
$179K – – –
BCM
157
Bayesian Capital Management
New York
$174K +$174K +14,400 New
CF
158
Centaurus Financial
California
$165K +$23.4K +1,925 +16%
Simplex Trading
159
Simplex Trading
Illinois
$165K +$165K +13,680 New
CIBC Private Wealth Group
160
CIBC Private Wealth Group
Georgia
$161K – – –
VCM
161
Versant Capital Management
Arizona
$161K +$95K +7,854 +143%
PWM
162
Perigon Wealth Management
California
$150K -$296K -23,872 -66%
AWM
163
Accel Wealth Management
Iowa
$145K – – –
DAS
164
Dynamic Advisor Solutions
Arizona
$145K +$61 +5 +0%
CAPTRUST Financial Advisors
165
CAPTRUST Financial Advisors
North Carolina
$144K +$14.1K +1,165 +11%
CWM
166
Concentrum Wealth Management
California
$143K – – –
ET
167
Entropy Technologies
New York
$142K +$142K +11,762 New
Cerity Partners
168
Cerity Partners
New York
$140K -$553K -45,600 -80%
PA
169
PharVision Advisers
Florida
$140K +$140K +11,536 New
EGM
170
Engineers Gate Manager
New York
$139K +$139K +11,449 New
CH
171
Canton Hathaway
Rhode Island
$137K +$137K +11,360 New
WAP
172
Wealthcare Advisory Partners
Pennsylvania
$135K +$135K +11,119 New
CG
173
CFO4Life Group
Texas
$134K -$15K -1,237 -10%
VWA
174
Visionary Wealth Advisors
Illinois
$134K +$134K +11,053 New
FCM
175
Family Capital Management
Michigan
$132K -$23.8K -1,965 -15%
5 6
7
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