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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$36.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.22M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$876K
4
IAIM
4
International Assets Investment Management
Florida
$239K
5
PWP
5
Pursue Wealth Partners
California
$1.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWM
201
Nova Wealth Management
Florida
$32.4K +$32.4K +2,675 New
Citadel Advisors
202
Citadel Advisors
Florida
$31.3K +$7.38K +610 +31%
CAS
203
Coppell Advisory Solutions
Texas
$29.6K +$914 +72 +3%
VFM
204
Vision Financial Markets
Connecticut
$27.2K +$27.2K +2,250 New
Acadian Asset Management
205
Acadian Asset Management
Massachusetts
$26K +$13.9K +1,165 +114%
GEA
206
Glen Eagle Advisors
New Jersey
$25.8K – – –
Optiver Holding
207
Optiver Holding
Netherlands
$24.5K +$5.47K +452 +29%
OIA
208
Optimum Investment Advisors
Illinois
$24.2K -$1.82K -150 -7%
RWM
209
Rialto Wealth Management
New York
$22.6K +$22.6K +1,868 New
PWMG
210
Private Wealth Management Group
New Jersey
$22.1K +$22.1K +1,823 New
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$20K -$19.6K -1,610 -50%
US Bancorp
212
US Bancorp
Minnesota
$19.7K – – –
LCM
213
Logan Capital Management
Pennsylvania
$18.2K – – –
OLVIG
214
Oliver Lagore Vanvalin Investment Group
Michigan
$18.2K +$6.05K +500 +50%
MIM
215
Marshall Investment Management
Colorado
$16K +$16K +1,165 New
SIS
216
Sound Income Strategies
Florida
$15.6K – – –
IA
217
IFP Advisors
Florida
$13.3K -$16.4K -1,353 -55%
FDCDDQ
218
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.4K – – –
AG
219
AmeriFlex Group
Nevada
$9.94K +$9.94K +774 New
FNWA
220
Financial Network Wealth Advisors
Utah
$6.72K -$1.19K -98 -15%
National Bank of Canada
221
National Bank of Canada
Quebec, Canada
$5.24K +$5.24K +433 New
B
222
Birchbrook
Maine
$4.94K +$169 +14 +4%
BCM
223
Blume Capital Management
California
$4.24K – – –
PTC
224
Private Trust Company
Ohio
$3.88K – – –
EWA
225
EverSource Wealth Advisors
Alabama
$3.03K – – –
7 8
9
10 11