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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 %
FFA
201
Farther Finance Advisors
California
$5.82K -$73 -5 -1%
BCM
202
Blume Capital Management
California
$5.1K – – –
PTC
203
Private Trust Company
Ohio
$4.67K – – –
NA
204
NewEdge Advisors
Louisiana
$2.59K +$2.59K +178 New
WOSD
205
WFA of San Diego
California
$1.46K – – –
SC
206
Stephens Consulting
Michigan
$1.46K – – –
Citigroup
207
Citigroup
New York
$1.34K +$1.34K +92 New
BAM
208
Byrne Asset Management
New Jersey
$1K – – –
HNB
209
Huntington National Bank
Ohio
$15 – – –
Fidelity Investments
210
Fidelity Investments
Massachusetts
$15 +$15 +1 New
Marshall Wace
211
Marshall Wace
United Kingdom
– -$4.54M -327,350 Closed
WPIC
212
White Pine Investment Company
Michigan
– -$1.2M -86,510 Closed
Mackenzie Financial
213
Mackenzie Financial
Ontario, Canada
– -$450K -32,429 Closed
MCM
214
Monument Capital Management
Virginia
– -$418K -30,152 Closed
IA
215
Icon Advisers
Colorado
– -$306K -22,104 Closed
CWM
216
CCG Wealth Management
California
– -$288K -20,747 Closed
SAM
217
Silvercrest Asset Management
New York
– -$200K -14,448 Closed
GA
218
Greytown Advisors
Florida
– -$169K -11,786 Closed
SIAP
219
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$160K -11,531 Closed
AWA
220
Arete Wealth Advisors
Illinois
– -$148K -10,701 Closed
PWP
221
Private Wealth Partners
California
– -$141K -10,200 Closed
KA
222
Kovack Advisors
Florida
– -$139K -10,000 Closed
OCAM
223
Onex Canada Asset Management
Ontario, Canada
– -$139K -10,000 Closed
BSC
224
Brown Shipley & Co
United Kingdom
– -$19.4K -1,403 Closed
OC
225
Oakworth Capital
Alabama
– -$12.5K -900 Closed
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