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Goldman Sachs BDC
GSBD

Overview Fund Activity

213 hedge funds and large institutions have $525M invested in Goldman Sachs BDC in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+3
Holders Change %
+1.43%
% of All Funds
3.12%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
29
Increased
65
Reduced
67
Closed
21
Calls
$1.25M
Puts
$134K
Net Calls
+$1.12M
Net Calls Change
+$1.22M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$113M
2
IA
2
Icon Advisers
Colorado
$3.62M
3
CCM
3
Callodine Capital Management
Massachusetts
$9.52M
4
VanEck Associates
4
VanEck Associates
New York
$27.7M
5
Tudor Investment Corp
5
Tudor Investment Corp
Connecticut
$1.99M

Top Sellers

1
Invesco
1
Invesco
Georgia
$9.82M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.98M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$4.86M
4
Creative Planning
4
Creative Planning
Kansas
$8.91M
5
Wells Fargo
5
Wells Fargo
California
$4.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
176
Chilton Capital Management
Texas
$51.3K – – –
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$51K +$21.9K +1,500 +75%
TRCT
178
Tower Research Capital (TRC)
New York
$46.6K -$22.7K -1,548 -33%
CAM
179
Creekmur Asset Management
Illinois
$44.9K +$44.9K +3,066 New
BAM
180
Bellevue Asset Management
Washington
$44K – – –
S
181
SignatureFD
Georgia
$39.6K +$39.6K +2,700 New
BNP Paribas Financial Markets
182
BNP Paribas Financial Markets
France
$39.4K -$118K -8,023 -75%
LA
183
LM Advisors
California
$36.6K +$36.6K +2,500 New
BFEC
184
Benjamin F. Edwards & Company
Missouri
$35K -$23.3K -1,600 -40%
Barclays
185
Barclays
United Kingdom
$29K +$29K +2,001 New
CHA
186
Carmichael Hill & Associates
Maryland
$24.5K – – –
AIM
187
Anchor Investment Management
South Carolina
$22K – – –
LCM
188
Logan Capital Management
Pennsylvania
$22K – – –
BWM
189
Baystate Wealth Management
Massachusetts
$22K +$22K +1,500 New
CFGS
190
Concourse Financial Group Securities
Alabama
$20.1K +$12.1K +800 +151%
SIS
191
Sound Income Strategies
Florida
$18.9K – – –
Acadian Asset Management
192
Acadian Asset Management
Massachusetts
$16K +$2.07K +146 +15%
FWM
193
Focused Wealth Management
New York
$15.9K +$73 +5 +0.5%
FDCDDQ
194
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15K – – –
PGAM
195
Princeton Global Asset Management
New Jersey
$14.7K +$14.7K +1,000 New
FHA
196
First Horizon Advisors
Tennessee
$14.5K +$14.5K +988 New
BCMLT
197
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.8K – – –
Nomura Asset Management
198
Nomura Asset Management
Japan
$12.5K +$6.48K +442 +107%
SWM
199
Sugarloaf Wealth Management
Georgia
$11.6K +$11.6K +792 New
TSWM
200
Tyler-Stone Wealth Management
Ohio
$8.56K – – –
6 7
8
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