GSBD icon

Goldman Sachs BDC
GSBD

Overview Fund Activity

184 hedge funds and large institutions have $524M invested in Goldman Sachs BDC in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 50 increasing their positions, 41 reducing their positions, and 16 closing their positions.

Holders
184
Holders Change
+26
Holders Change %
+16.46%
% of All Funds
2.84%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
44
Increased
50
Reduced
41
Closed
16
Calls
$1.11M
Puts
$601K
Net Calls
+$506K
Net Calls Change
-$50K

Top Buyers

1
GIM
1
Greenwich Investment Management
Connecticut
$5.03M
2
Morgan Stanley
2
Morgan Stanley
New York
$60.1M
3
AWM
3
Axxcess Wealth Management
California
$3.67M
4
ACM
4
Advisors Capital Management
New Jersey
$8.24M
5
MC
5
Muzinich & Co
New York
$6.98M

Top Sellers

1
AI
1
AXS Investments
New York
$0
2
Millennium Management
2
Millennium Management
New York
$0
3
Marshall Wace
3
Marshall Wace
United Kingdom
$0
4
RFA
4
Radnor Financial Advisors
Pennsylvania
$1.5M
5
Invesco
5
Invesco
Georgia
$16.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$124M 6,484,244 – –
Morgan Stanley
2
Morgan Stanley
New York
$60.1M 3,138,798 +217,261 +7%
VanEck Associates
3
VanEck Associates
New York
$24.4M 1,275,609 +113,334 +10%
Creative Planning
4
Creative Planning
Kansas
$22.7M 1,187,194 -39,594 -3%
Invesco
5
Invesco
Georgia
$16.5M 860,937 -121,223 -12%
RJA
6
Raymond James & Associates
Florida
$15.1M 785,512 +43,565 +6%
HighTower Advisors
7
HighTower Advisors
Illinois
$14M 731,307 -35,980 -5%
Legal & General Group
8
Legal & General Group
United Kingdom
$11.3M 588,260 -19,675 -3%
ACP
9
Arcus Capital Partners
Georgia
$11.3M 587,706 -59,471 -9%
Ameriprise
10
Ameriprise
Minnesota
$10.6M 555,360 +11,236 +2%
ACM
11
Advisors Capital Management
New Jersey
$8.24M 429,894 +191,329 +80%
CG
12
Cynosure Group
Utah
$8.02M 418,695 – –
C
13
Cliffwater
California
$7.88M 411,286 +73,306 +22%
MC
14
Muzinich & Co
New York
$6.98M 364,462 +141,116 +63%
SWP
15
Stratos Wealth Partners
Ohio
$6.95M 362,770 -4,563 -1%
Sumitomo Mitsui Trust Group
16
Sumitomo Mitsui Trust Group
Japan
$6.81M 355,654 +141,116 +66%
Wells Fargo
17
Wells Fargo
California
$6.33M 330,499 +47,416 +17%
BlackRock
18
BlackRock
New York
$5.42M 282,762 +14,783 +6%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$5.32M 277,572 +41,465 +18%
GIM
20
Greenwich Investment Management
Connecticut
$5.03M 262,440 +262,440 New
ZCA
21
Zeke Capital Advisors
Pennsylvania
$5M 260,938 +8,337 +3%
FWIA
22
Fort Washington Investment Advisors
Ohio
$4.65M 242,669 – –
ACM
23
Azimuth Capital Management
Michigan
$4.65M 242,429 +937 +0.4%
GLA
24
Great Lakes Advisors
Illinois
$4.55M 237,224 – –
UBS Group
25
UBS Group
Switzerland
$4.54M 236,972 +3,917 +2%
1
2 3 4 5