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Goldman Sachs BDC
GSBD

Overview Fund Activity

197 hedge funds and large institutions have $499M invested in Goldman Sachs BDC in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 52 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+8
Holders Change %
+4.23%
% of All Funds
3.33%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
23
Increased
52
Reduced
55
Closed
13
Calls
$3.76M
Puts
$1.31M
Net Calls
+$2.45M
Net Calls Change
+$172K

Top Buyers

1
Invesco
1
Invesco
Georgia
$13.4M
2
BlackRock
2
BlackRock
New York
$13M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$5.64M
4
Canada Life
4
Canada Life
Manitoba, Canada
$2.08M
5
Legal & General Group
5
Legal & General Group
United Kingdom
$10.3M

Top Sellers

1
ZCA
1
Zeke Capital Advisors
Pennsylvania
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$55.2M
3
Creative Planning
3
Creative Planning
Kansas
$16.2M
4
VanEck Associates
4
VanEck Associates
New York
$23.2M
5
RFA
5
Radnor Financial Advisors
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
176
Concourse Financial Group Securities
Alabama
$21K – – –
Nomura Asset Management
177
Nomura Asset Management
Japan
$21K +$21K +1,250 New
FWM
178
Focused Wealth Management
New York
$20K +$52 +3 +0.3%
HWA
179
HHM Wealth Advisors
Tennessee
$18K – – –
FF
180
FourThought Financial
Florida
$17K – – –
AIP
181
Ahrens Investment Partners
Louisiana
$17K – – –
BCMLT
182
Beacon Capital Management LLC (Tennessee)
Tennessee
$17K – – –
CTC
183
Central Trust Company
Missouri
$17K – – –
TIM
184
Tortoise Investment Management
New York
$13K – – –
SAM
185
Strategic Asset Management
Minnesota
$13K – – –
CAL
186
Capital Analysts LLC
Pennsylvania
$13K +$13K +794 New
TSWM
187
Tyler-Stone Wealth Management
Ohio
$10K – – –
AF
188
Allworth Financial
California
$9K +$9K +564 New
TWC
189
TD Waterhouse Canada
Ontario, Canada
$8.44K +$8.44K +500 New
TCWM
190
Total Clarity Wealth Management
Illinois
$8K +$8K +501 New
BCM
191
Blume Capital Management
California
$6K – – –
PTC
192
Private Trust Company
Ohio
$5K +$5K +321 New
ME
193
McIlrath & Eck
Washington
$2K – – –
BAM
194
Byrne Asset Management
New Jersey
$2K – – –
SC
195
Stephens Consulting
Michigan
$1.68K +$1.68K +100 New
IAIM
196
International Assets Investment Management
Florida
$221 – – –
WIM
197
Westside Investment Management
California
$78 – – –
ZCA
198
Zeke Capital Advisors
Pennsylvania
– -$5.12M -260,938 Closed
RFA
199
Radnor Financial Advisors
Pennsylvania
– -$1.35M -68,638 Closed
Bank Julius Baer & Co
200
Bank Julius Baer & Co
Switzerland
– -$354K -18,055 Closed
5 6 7
8
9