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Goldman Sachs BDC
GSBD

Overview Fund Activity

213 hedge funds and large institutions have $525M invested in Goldman Sachs BDC in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 21 closing their positions.

Holders
213
Holders Change
+3
Holders Change %
+1.43%
% of All Funds
3.12%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
29
Increased
65
Reduced
67
Closed
21
Calls
$1.25M
Puts
$134K
Net Calls
+$1.12M
Net Calls Change
+$1.22M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$113M
2
IA
2
Icon Advisers
Colorado
$3.62M
3
CCM
3
Callodine Capital Management
Massachusetts
$9.52M
4
VanEck Associates
4
VanEck Associates
New York
$27.7M
5
Tudor Investment Corp
5
Tudor Investment Corp
Connecticut
$1.99M

Top Sellers

1
Invesco
1
Invesco
Georgia
$9.82M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.98M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$4.86M
4
Creative Planning
4
Creative Planning
Kansas
$8.91M
5
Wells Fargo
5
Wells Fargo
California
$4.03M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$113M 7,746,298 +3,911,928 +102%
Goldman Sachs
2
Goldman Sachs
New York
$95.4M 6,511,355 -629 -0%
VanEck Associates
3
VanEck Associates
New York
$27.7M 1,888,203 +180,880 +11%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$16.2M 1,107,581 +67,482 +6%
Legal & General Group
5
Legal & General Group
United Kingdom
$12.4M 847,834 +48,522 +6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$10.6M 720,508 +123,953 +21%
Invesco
7
Invesco
Georgia
$9.82M 670,181 -192,562 -22%
RJA
8
Raymond James & Associates
Florida
$9.81M 669,460 -86,644 -11%
CCM
9
Callodine Capital Management
Massachusetts
$9.52M 650,000 +200,000 +44%
ACM
10
Advisors Capital Management
New Jersey
$9.46M 645,946 -5,318 -0.8%
Creative Planning
11
Creative Planning
Kansas
$8.91M 608,079 -90,744 -13%
PWP
12
Pursue Wealth Partners
California
$8.04M 548,630 -43,992 -7%
Bank of America
13
Bank of America
North Carolina
$7.95M 542,331 +129,726 +31%
ACP
14
Arcus Capital Partners
Georgia
$5.9M 401,369 -2,043 -0.5%
BlackRock
15
BlackRock
New York
$5.72M 390,256 +2,250 +0.6%
GIM
16
Greenwich Investment Management
Connecticut
$5.65M 385,703 -26,343 -6%
MC
17
Muzinich & Co
New York
$5.6M 382,207 +117 +0%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$5.49M 374,760 +19,375 +5%
Sumitomo Mitsui Trust Group
19
Sumitomo Mitsui Trust Group
Japan
$5.47M 373,256 -56 -0%
SAM
20
Shikiar Asset Management
New York
$5.37M 366,600 +34,050 +10%
HighTower Advisors
21
HighTower Advisors
Illinois
$4.86M 331,911 -99,764 -23%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$4.8M 327,788 +33,501 +11%
HWM
23
HB Wealth Management
Georgia
$4.16M 283,878 +31,230 +12%
SWP
24
Stratos Wealth Partners
Ohio
$4.03M 275,367 -21,028 -7%
Wells Fargo
25
Wells Fargo
California
$4.03M 275,206 -87,747 -24%
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