GSBD icon

Goldman Sachs BDC
GSBD

Overview Fund Activity

209 hedge funds and large institutions have $410M invested in Goldman Sachs BDC in 2022 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 60 increasing their positions, 65 reducing their positions, and 14 closing their positions.

Holders
209
Holders Change
+21
Holders Change %
+11.17%
% of All Funds
3.37%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
42
Increased
60
Reduced
65
Closed
14
Calls
$1.51M
Puts
$360K
Net Calls
+$1.15M
Net Calls Change
-$2.44M

Top Buyers

1
AM
1
Ares Management
California
$4.38M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$3.47M
3
AAA
3
Adams Asset Advisors
Texas
$2.09M
4
RJA
4
Raymond James & Associates
Florida
$20.6M
5
Millennium Management
5
Millennium Management
New York
$1.54M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$43M
2
ACIM
2
Azimuth Capital Investment Management
Michigan
$0
3
ACP
3
Arcus Capital Partners
Georgia
$5.71M
4
Creative Planning
4
Creative Planning
Kansas
$11M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$6.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
176
Blue Trust Inc
Georgia
$81K +$2.13K +148 +3%
HI
177
Harbour Investments
Wisconsin
$78.8K +$21.3K +1,555 +37%
PCC
178
Park Circle Company
Maryland
$71.5K – – –
KFI
179
Key Financial Inc
Pennsylvania
$59K – – –
NA
180
NewEdge Advisors
Louisiana
$57.2K -$44.1K -9,154 -44%
MCC
181
Money Concepts Capital
Florida
$55K +$55K +4,012 New
EWA
182
EverSource Wealth Advisors
Alabama
$54.3K +$54.3K +3,960 New
TRCT
183
Tower Research Capital (TRC)
New York
$47K +$46.8K +3,435 +20,206%
Nomura Asset Management
184
Nomura Asset Management
Japan
$43.5K -$10.5K -767 -19%
Northwestern Mutual Wealth Management
185
Northwestern Mutual Wealth Management
Wisconsin
$40.4K -$618K -45,055 -94%
RFA
186
Register Financial Advisors
Georgia
$36.7K +$36.7K +2,678 New
LCM
187
Logan Capital Management
Pennsylvania
$34.3K – – –
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$27K – – –
Toronto Dominion Bank
189
Toronto Dominion Bank
Ontario, Canada
$21K +$21K +1,500 New
HWA
190
HHM Wealth Advisors
Tennessee
$15.1K – – –
SIS
191
Sound Income Strategies
Florida
$14.6K +$480 +35 +3%
FDCDDQ
192
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.1K +$14.1K +1,025 New
CTC
193
Central Trust Company
Missouri
$13.7K – – –
OC
194
Oakworth Capital
Alabama
$12.3K +$12.3K +900 New
BCMLT
195
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.1K – – –
TIM
196
Tortoise Investment Management
New York
$10.3K – – –
AF
197
Allworth Financial
California
$8.17K +$233 +17 +3%
TSWM
198
Tyler-Stone Wealth Management
Ohio
$8K – – –
CFGS
199
Concourse Financial Group Securities
Alabama
$7.52K -$9.48K -669 -56%
FFA
200
Farther Finance Advisors
California
$5.49K +$5.49K +400 New
5 6 7
8
9