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Goldman Sachs BDC
GSBD

Overview Fund Activity

210 hedge funds and large institutions have $457M invested in Goldman Sachs BDC in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+7
Holders Change %
+3.45%
% of All Funds
3.35%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
26
Increased
68
Reduced
59
Closed
18
Calls
$406K
Puts
$509K
Net Calls
-$103K
Net Calls Change
-$1.08M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.28M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$3.57M
3
CCM
3
Callodine Capital Management
Massachusetts
$6.55M
4
Morgan Stanley
4
Morgan Stanley
New York
$55.8M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$4.46M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$2.11M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$0
3
AM
3
Ares Management
California
$2.43M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$1.63M
5
BlackRock
5
BlackRock
New York
$5.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCC
176
Park Circle Company
Maryland
$75.9K – – –
TRCT
177
Tower Research Capital (TRC)
New York
$68.8K -$83.3K -5,719 -55%
WIM
178
Westside Investment Management
California
$68.4K – – –
KFI
179
Key Financial Inc
Pennsylvania
$59.4K – – –
BFEC
180
Benjamin F. Edwards & Company
Missouri
$58K +$58K +4,000 New
OIA
181
Optimum Investment Advisors
Illinois
$56K -$21.4K -1,467 -28%
CCM
182
Chilton Capital Management
Texas
$51K – – –
BAM
183
Bellevue Asset Management
Washington
$43.7K – – –
RFA
184
Register Financial Advisors
Georgia
$40.1K – – –
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$29K – – –
CHA
186
Carmichael Hill & Associates
Maryland
$24.3K +$24.3K +1,670 New
Toronto Dominion Bank
187
Toronto Dominion Bank
Ontario, Canada
$21.8K – – –
AIM
188
Anchor Investment Management
South Carolina
$21.8K – – –
LCM
189
Logan Capital Management
Pennsylvania
$21.8K – – –
EWA
190
EverSource Wealth Advisors
Alabama
$18.9K – – –
SIS
191
Sound Income Strategies
Florida
$18.8K – – –
CTC
192
Central Trust Company
Missouri
$17.2K +$2.62K +180 +18%
HWA
193
HHM Wealth Advisors
Tennessee
$16K – – –
FWM
194
Focused Wealth Management
New York
$15.7K +$73 +5 +0.5%
FDCDDQ
195
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.9K – – –
Acadian Asset Management
196
Acadian Asset Management
Massachusetts
$14K -$86.5K -6,070 -86%
BCMLT
197
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.2K – – –
TSWM
198
Tyler-Stone Wealth Management
Ohio
$9K – – –
CFGS
199
Concourse Financial Group Securities
Alabama
$7.97K – – –
Nomura Asset Management
200
Nomura Asset Management
Japan
$6.01K -$17.6K -1,210 -75%
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