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Goldman Sachs BDC
GSBD

189 hedge funds and large institutions have $426M invested in Goldman Sachs BDC in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 62 increasing their positions, 50 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

777% more call options, than puts

Call options by funds: $4.05M | Put options by funds: $462K

24% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 50

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0.25% less ownership

Funds ownership: 29.12% → 28.87% (-0.25%)

5% less funds holding

Funds holding: 198 → 189 (-9)

15% less capital invested

Capital invested by funds: $499M → $426M (-$72.4M)

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

Holders
189
Holders Change
-9
Holders Change %
-4.55%
% of All Funds
3.26%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
15
Increased
62
Reduced
50
Closed
20
Calls
$4.05M
Puts
$462K
Net Calls
+$3.59M
Net Calls Change
+$1.14M

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$2.78M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$1.89M
3
Morgan Stanley
Morgan Stanley
New York
+$1.7M
4
HWM
HB Wealth Management
Georgia
+$1.68M
5
ACM
Advisors Capital Management
New Jersey
+$1.29M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.03M
2
VanEck Associates
VanEck Associates
New York
-$1.84M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$1.68M
4
ACIM
Azimuth Capital Investment Management
Michigan
-$1.4M
5
UBS Group
UBS Group
Switzerland
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
201
Spire Wealth Management
Virginia
– -$74K -4,429 Closed
CCM
202
Chilton Capital Management
Texas
– -$59K -3,500 Closed
Barclays
203
Barclays
United Kingdom
– -$40K -2,407 Closed
Lazard Asset Management
204
Lazard Asset Management
New York
– -$24K -1,485 Closed
AIP
205
Ahrens Investment Partners
Louisiana
– -$17K -1,000 Closed
TCWM
206
Total Clarity Wealth Management
Illinois
– -$8K -501 Closed
TWC
207
TD Waterhouse Canada
Ontario, Canada
– -$8.44K -500 Closed
Fidelity Investments
208
Fidelity Investments
Massachusetts
– +$17 +1 New
TRCT
209
Tower Research Capital (TRC)
New York
– +$288 +17 New
5 6 7 8
9