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Goldman Sachs BDC
GSBD

Overview Fund Activity

188 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, 61 increasing their positions, 50 reducing their positions, and 20 closing their positions.

Holders
188
Holders Change
-9
Holders Change %
-4.57%
% of All Funds
3.25%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
15
Increased
61
Reduced
50
Closed
20
Calls
$4.05M
Puts
$462K
Net Calls
+$3.59M
Net Calls Change
+$1.14M

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$20.1M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$1.62M
3
Morgan Stanley
3
Morgan Stanley
New York
$48.9M
4
HWM
4
HB Wealth Management
Georgia
$1.77M
5
ACM
5
Advisors Capital Management
New Jersey
$9.55M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$3.44M
2
HSBC Holdings
2
HSBC Holdings
United Kingdom
$0
3
VanEck Associates
3
VanEck Associates
New York
$18.3M
4
ACIM
4
Azimuth Capital Investment Management
Michigan
$2.63M
5
UBS Group
5
UBS Group
Switzerland
$2.49M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$93.7M 6,487,024 – –
Morgan Stanley
2
Morgan Stanley
New York
$48.9M 3,386,802 +100,571 +3%
RJA
3
Raymond James & Associates
Florida
$20.1M 1,391,114 +164,282 +13%
VanEck Associates
4
VanEck Associates
New York
$18.3M 1,269,612 -108,601 -8%
Creative Planning
5
Creative Planning
Kansas
$13.7M 949,019 -13,163 -1%
Invesco
6
Invesco
Georgia
$11.6M 801,018 +4,719 +0.6%
BlackRock
7
BlackRock
New York
$10.8M 745,849 -25,056 -3%
PWP
8
Pursue Wealth Partners
California
$9.85M 681,368 -10,030 -1%
ACM
9
Advisors Capital Management
New Jersey
$9.55M 603,937 +76,469 +14%
Legal & General Group
10
Legal & General Group
United Kingdom
$9.41M 650,221 +39,555 +6%
HighTower Advisors
11
HighTower Advisors
Illinois
$8.85M 612,139 -25,868 -4%
ACP
12
Arcus Capital Partners
Georgia
$8.2M 565,582 – –
C
13
Cliffwater
California
$7.32M 506,202 +14,459 +3%
GIM
14
Greenwich Investment Management
Connecticut
$6.58M 455,536 -392 -0.1%
CG
15
Cynosure Group
Utah
$6.05M 418,695 – –
MC
16
Muzinich & Co
New York
$5.91M 408,961 -33,416 -8%
Sumitomo Mitsui Trust Group
17
Sumitomo Mitsui Trust Group
Japan
$5.78M 400,153 -33,416 -8%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$5.73M 396,219 +56,125 +17%
Wells Fargo
19
Wells Fargo
California
$5.4M 373,969 +26,860 +8%
Ameriprise
20
Ameriprise
Minnesota
$5.38M 372,247 +2,518 +0.7%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$5.12M 354,562 +18,751 +6%
SWP
22
Stratos Wealth Partners
Ohio
$4.82M 333,513 -20,681 -6%
Osaic Holdings
23
Osaic Holdings
Arizona
$4.78M 330,432 +63,223 +24%
HWAM
24
Hennion & Walsh Asset Management
New Jersey
$3.6M 248,808 -12,043 -5%
FWIA
25
Fort Washington Investment Advisors
Ohio
$3.51M 242,669 – –
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