GSBD icon

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 %
B
201
Birchbrook
Maine
$8.35K +$8.35K +570 New
Citigroup
202
Citigroup
New York
$5.8K +$4.45K +304 +330%
BCM
203
Blume Capital Management
California
$5.13K – – –
PTC
204
Private Trust Company
Ohio
$4.7K – – –
EWA
205
EverSource Wealth Advisors
Alabama
$3.66K -$15.4K -1,050 -81%
NA
206
NewEdge Advisors
Louisiana
$2.69K +$88 +6 +3%
W
207
WealthCollab
Washington
$2.14K +$2.14K +146 New
BAM
208
Byrne Asset Management
New Jersey
$1.54K – – –
TWC
209
TD Waterhouse Canada
Ontario, Canada
$1.51K +$1.51K +102 New
SC
210
Stephens Consulting
Michigan
$1.47K – – –
IPW
211
Impact Partnership Wealth
Georgia
$776 +$776 +53 New
HNB
212
Huntington National Bank
Ohio
$15 – – –
Fidelity Investments
213
Fidelity Investments
Massachusetts
$15 – – –
C
214
Cliffwater
California
– -$989K -67,905 Closed
PFMU
215
Privium Fund Management (UK)
United Kingdom
– -$830K -56,974 Closed
CS
216
Credit Suisse
Switzerland
– -$830K -56,974 Closed
Truist Financial
217
Truist Financial
North Carolina
– -$557K -38,285 Closed
OWM
218
Olympus Wealth Management
Utah
– -$431K -29,585 Closed
KCPG
219
Kavar Capital Partners Group
Kansas
– -$429K -29,489 Closed
Connor, Clark & Lunn Investment Management (CC&L)
220
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$406K -27,858 Closed
CW
221
CreativeOne Wealth
Kansas
– -$346K -23,734 Closed
Susquehanna International Group
222
Susquehanna International Group
Pennsylvania
– -$326K -22,381 Closed
SIA
223
Schechter Investment Advisors
Michigan
– -$321K -22,020 Closed
Balyasny Asset Management
224
Balyasny Asset Management
Illinois
– -$306K -21,016 Closed
CG
225
Clarus Group
Texas
– -$172K -11,832 Closed
6 7 8
9
10