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Goldman Sachs BDC
GSBD

Overview Fund Activity

209 hedge funds and large institutions have $410M invested in Goldman Sachs BDC in 2022 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 60 increasing their positions, 65 reducing their positions, and 14 closing their positions.

Holders
209
Holders Change
+21
Holders Change %
+11.17%
% of All Funds
3.37%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
42
Increased
60
Reduced
65
Closed
14
Calls
$1.51M
Puts
$360K
Net Calls
+$1.15M
Net Calls Change
-$2.44M

Top Buyers

1
AM
1
Ares Management
California
$4.38M
2
QPWM
2
Quadrant Private Wealth Management
Pennsylvania
$3.27M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$3.47M
4
AAA
4
Adams Asset Advisors
Texas
$2.09M
5
RJA
5
Raymond James & Associates
Florida
$20.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$43M
2
ACIM
2
Azimuth Capital Investment Management
Michigan
$0
3
ACP
3
Arcus Capital Partners
Georgia
$5.71M
4
Creative Planning
4
Creative Planning
Kansas
$11M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$6.86M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$89.3M 6,511,687 +24,663 +0.4%
Morgan Stanley
2
Morgan Stanley
New York
$43M 3,137,707 -249,095 -7%
RJA
3
Raymond James & Associates
Florida
$20.6M 1,503,304 +112,190 +8%
VanEck Associates
4
VanEck Associates
New York
$18M 1,313,471 +43,859 +3%
Creative Planning
5
Creative Planning
Kansas
$11M 804,594 -144,425 -15%
BlackRock
6
BlackRock
New York
$10.4M 756,318 +10,469 +1%
Invesco
7
Invesco
Georgia
$9.88M 720,328 -80,690 -10%
PWP
8
Pursue Wealth Partners
California
$9.35M 681,368 – –
Legal & General Group
9
Legal & General Group
United Kingdom
$9.3M 677,998 +27,777 +4%
ACM
10
Advisors Capital Management
New Jersey
$7.83M 570,838 -33,099 -5%
C
11
Cliffwater
California
$7.12M 519,015 +12,813 +3%
HighTower Advisors
12
HighTower Advisors
Illinois
$6.86M 500,270 -111,869 -18%
Ameriprise
13
Ameriprise
Minnesota
$5.8M 422,526 +50,279 +14%
CG
14
Cynosure Group
Utah
$5.74M 418,695 – –
Wells Fargo
15
Wells Fargo
California
$5.72M 417,201 +43,232 +12%
ACP
16
Arcus Capital Partners
Georgia
$5.71M 414,243 -151,339 -27%
GIM
17
Greenwich Investment Management
Connecticut
$5.57M 405,946 -49,590 -11%
MC
18
Muzinich & Co
New York
$5.51M 401,555 -7,406 -2%
Sumitomo Mitsui Trust Group
19
Sumitomo Mitsui Trust Group
Japan
$5.39M 392,777 -7,376 -2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4.56M 332,569 -63,650 -16%
SWP
21
Stratos Wealth Partners
Ohio
$4.43M 323,108 -10,405 -3%
AM
22
Ares Management
California
$4.38M 319,125 +319,125 New
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$3.89M 283,183 -71,379 -20%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$3.47M 253,066 +204,019 +416%
HWAM
25
Hennion & Walsh Asset Management
New Jersey
$3.44M 250,616 +1,808 +0.7%
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