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Goldman Sachs BDC
GSBD

Overview Fund Activity

203 hedge funds and large institutions have $438M invested in Goldman Sachs BDC in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 60 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
-11
Holders Change %
-5.14%
% of All Funds
3.2%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
19
Increased
59
Reduced
60
Closed
28
Calls
$1.56M
Puts
$578K
Net Calls
+$978K
Net Calls Change
+$889K

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$15M
2
CCM
Callodine Capital Management
Massachusetts
$4.16M
3
Invesco
Invesco
Georgia
$11.6M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.89M
5
VanEck Associates
VanEck Associates
New York
$22.4M

Top Sellers

1
RJA
Raymond James & Associates
Florida
$10.7M
2
Morgan Stanley
Morgan Stanley
New York
$51.1M
3
CSS
Cubist Systematic Strategies
Connecticut
$0
4
DTL
Dynamic Technology Lab
Singapore
$0
5
BCM
Brookstone Capital Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
176
Register Financial Advisors
Georgia
$38.2K – – –
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$28K – – –
Nomura Asset Management
178
Nomura Asset Management
Japan
$22.5K -$6.15K -444 -21%
Toronto Dominion Bank
179
Toronto Dominion Bank
Ontario, Canada
$21K – – –
LCM
180
Logan Capital Management
Pennsylvania
$20.8K -$13.9K -1,000 -40%
AIM
181
Anchor Investment Management
South Carolina
$20.8K +$20.8K +1,500 New
BSC
182
Brown Shipley & Co
United Kingdom
$19.4K – – –
EWA
183
EverSource Wealth Advisors
Alabama
$18K – – –
SIS
184
Sound Income Strategies
Florida
$17.9K – – –
HWA
185
HHM Wealth Advisors
Tennessee
$15.2K – – –
FWM
186
Focused Wealth Management
New York
$14.9K +$55 +4 +0.4%
FDCDDQ
187
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.2K – – –
CTC
188
Central Trust Company
Missouri
$13.9K – – –
OC
189
Oakworth Capital
Alabama
$12.5K – – –
BCMLT
190
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.2K – – –
NSIM
191
North Star Investment Management
Illinois
$11.1K +$11.1K +800 New
TSWM
192
Tyler-Stone Wealth Management
Ohio
$8K +$8K +584 New
CFGS
193
Concourse Financial Group Securities
Alabama
$7.6K – – –
FFA
194
Farther Finance Advisors
California
$5.61K +$69 +5 +1%
BCM
195
Blume Capital Management
California
$4.85K – – –
PTC
196
Private Trust Company
Ohio
$4.45K – – –
SC
197
Stephens Consulting
Michigan
$1.39K – – –
TWC
198
TD Waterhouse Canada
Ontario, Canada
$1.39K +$1.39K +100 New
WOSD
199
WFA of San Diego
California
$1.39K +$1.39K +100 New
BAM
200
Byrne Asset Management
New Jersey
$1K – – –
6 7
8
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