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Goldman Sachs BDC
GSBD

Overview Fund Activity

203 hedge funds and large institutions have $438M invested in Goldman Sachs BDC in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 60 reducing their positions, and 28 closing their positions.

Holders
203
Holders Change
-11
Holders Change %
-5.14%
% of All Funds
3.2%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
19
Increased
59
Reduced
60
Closed
28
Calls
$1.56M
Puts
$578K
Net Calls
+$978K
Net Calls Change
+$889K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$15M
2
CCM
2
Callodine Capital Management
Massachusetts
$4.16M
3
Invesco
3
Invesco
Georgia
$11.6M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.89M
5
VanEck Associates
5
VanEck Associates
New York
$22.4M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$10.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$51.1M
3
CSS
3
Cubist Systematic Strategies
Connecticut
$0
4
DTL
4
Dynamic Technology Lab
Singapore
$0
5
BCM
5
Brookstone Capital Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$90.3M 6,511,687 – –
Morgan Stanley
2
Morgan Stanley
New York
$51.1M 3,690,421 -370,789 -9%
VanEck Associates
3
VanEck Associates
New York
$22.4M 1,618,096 +122,668 +8%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$15M 1,081,483 +912,407 +540%
Invesco
5
Invesco
Georgia
$11.6M 835,292 +136,510 +20%
Legal & General Group
6
Legal & General Group
United Kingdom
$11M 792,635 +92,300 +13%
RJA
7
Raymond James & Associates
Florida
$10.7M 772,119 -764,899 -50%
Creative Planning
8
Creative Planning
Kansas
$10.2M 736,571 +7,209 +1%
ACM
9
Advisors Capital Management
New Jersey
$8.8M 634,752 -42,886 -6%
PWP
10
Pursue Wealth Partners
California
$8.63M 622,622 -33,846 -5%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$7.89M 569,450 +128,994 +29%
Ameriprise
12
Ameriprise
Minnesota
$7.37M 532,125 +34,801 +7%
BlackRock
13
BlackRock
New York
$7.07M 509,908 -27,943 -5%
HighTower Advisors
14
HighTower Advisors
Illinois
$6.39M 461,229 -21,613 -4%
GIM
15
Greenwich Investment Management
Connecticut
$5.93M 427,691 -2,980 -0.7%
Wells Fargo
16
Wells Fargo
California
$5.85M 422,027 -20,904 -5%
AM
17
Ares Management
California
$5.71M 411,840 +30,000 +8%
ACP
18
Arcus Capital Partners
Georgia
$5.68M 408,342 – –
MC
19
Muzinich & Co
New York
$5.2M 375,121 -7,174 -2%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$5.2M 374,875 +83,507 +29%
Bank of America
21
Bank of America
North Carolina
$5.16M 372,482 +18,239 +5%
Sumitomo Mitsui Trust Group
22
Sumitomo Mitsui Trust Group
Japan
$5.08M 366,343 -7,174 -2%
SWP
23
Stratos Wealth Partners
Ohio
$4.61M 332,773 +29,521 +10%
Marshall Wace
24
Marshall Wace
United Kingdom
$4.54M 327,350 +61,292 +23%
CCM
25
Callodine Capital Management
Massachusetts
$4.16M 300,000 +200,000 +200%
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