GSBD icon

Goldman Sachs BDC
GSBD

Overview Fund Activity

234 hedge funds and large institutions have $402M invested in Goldman Sachs BDC in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 78 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+32
Holders Change %
+15.84%
% of All Funds
3.12%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
55
Increased
78
Reduced
56
Closed
18
Calls
$219K
Puts
$1.2M
Net Calls
-$977K
Net Calls Change
-$1.92M

Top Buyers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$11M
2
UBS Group
UBS Group
Switzerland
$6.48M
3
TI
Trexquant Investment
Connecticut
$4.23M
4
FNT
First National Trust
Pennsylvania
$2.68M
5
JFG
Jefferies Financial Group
New York
$1.69M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$36.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.22M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$876K
4
IAIM
International Assets Investment Management
Florida
$239K
5
PWP
Pursue Wealth Partners
California
$1.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWC
176
Waypoint Wealth Counsel
Georgia
$128K -$225K -18,595 -64%
CPIG
177
Chicago Partners Investment Group
Illinois
$128K +$128K +10,735 New
SIC
178
Samalin Investment Counsel
New York
$125K +$4.03K +333 +3%
Axa
179
Axa
France
$125K +$125K +10,296 New
FFWA
180
Forthright Family Wealth Advisory
Texas
$121K – – –
CA
181
Crewe Advisors
Utah
$120K – – –
WWM
182
Wolff Wiese Magana
California
$107K – – –
T
183
Transce3nd
Texas
$105K +$105K +8,701 New
Group One Trading
184
Group One Trading
Illinois
$100K +$100K +8,289 New
RIL
185
Rothschild Investment LLC
Illinois
$90.8K – – –
LSV Asset Management
186
LSV Asset Management
Illinois
$86K – – –
Citigroup
187
Citigroup
New York
$81.4K +$18.3K +1,511 +29%
JEST
188
JTC Employer Solutions Trustee
Jersey
$79K – – –
BAMF
189
BI Asset Management Fondsmaeglerselskab
Denmark
$72K -$57.6K -4,790 -44%
GRP
190
Global Retirement Partners
California
$63.9K – – –
HI
191
Harbour Investments
Wisconsin
$60.5K +$6.05K +500 +11%
WIM
192
Westside Investment Management
California
$56.9K – – –
TAM
193
Tucker Asset Management
Colorado
$53.5K – – –
KFI
194
Key Financial Inc
Pennsylvania
$49.4K – – –
IRC
195
Investors Research Corp
Georgia
$48K – – –
Nomura Asset Management
196
Nomura Asset Management
Japan
$46.7K +$20.9K +1,728 +81%
CCM
197
Chilton Capital Management
Texas
$42.4K – – –
TRCT
198
Tower Research Capital (TRC)
New York
$37.2K +$25.2K +2,086 +211%
WAM
199
WFA Asset Management
Wisconsin
$34.3K +$5.72K +473 +20%
QL
200
Quarry LP
New York
$33K +$33K +2,724 New
6 7
8
9 10