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Goldman Sachs BDC
GSBD

Overview Fund Activity

211 hedge funds and large institutions have $495M invested in Goldman Sachs BDC in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 72 increasing their positions, 51 reducing their positions, and 28 closing their positions.

Holders
211
Holders Change
-2
Holders Change %
-0.94%
% of All Funds
3.06%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
29
Increased
72
Reduced
51
Closed
28
Calls
$2.63M
Puts
$53K
Net Calls
+$2.58M
Net Calls Change
+$1.46M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$12.4M
2
Citadel Advisors
2
Citadel Advisors
Florida
$3.68M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$5.19M
4
VanEck Associates
4
VanEck Associates
New York
$30.5M
5
MFG
5
Merit Financial Group
Georgia
$2.11M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$61.4M
2
CG
2
Cynosure Group
Utah
$0
3
MWM
3
Meridian Wealth Management
Kentucky
$0
4
AM
4
Ares Management
California
$0
5
Tudor Investment Corp
5
Tudor Investment Corp
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$97.5M 6,511,355 – –
Morgan Stanley
2
Morgan Stanley
New York
$61.4M 4,096,704 -3,649,594 -47%
VanEck Associates
3
VanEck Associates
New York
$30.5M 2,037,694 +149,491 +8%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$17.1M 1,138,467 +30,886 +3%
Legal & General Group
5
Legal & General Group
United Kingdom
$13.1M 873,947 +26,113 +3%
Bank of America
6
Bank of America
North Carolina
$12.4M 827,355 +285,024 +53%
Invesco
7
Invesco
Georgia
$11.3M 751,298 +81,117 +12%
CCM
8
Callodine Capital Management
Massachusetts
$10.5M 700,000 +50,000 +8%
ACM
9
Advisors Capital Management
New Jersey
$10.3M 688,572 +42,626 +7%
RJA
10
Raymond James & Associates
Florida
$10M 669,389 -71 -0%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$9.1M 607,701 -112,807 -16%
Creative Planning
12
Creative Planning
Kansas
$8.17M 545,722 -62,357 -10%
PWP
13
Pursue Wealth Partners
California
$7.85M 524,221 -24,409 -4%
SAM
14
Shikiar Asset Management
New York
$7.15M 477,575 +110,975 +30%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$6.65M 443,756 +115,968 +35%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$6.33M 422,497 +47,737 +13%
Sumitomo Mitsui Trust Group
17
Sumitomo Mitsui Trust Group
Japan
$6.08M 405,552 +32,296 +9%
ACP
18
Arcus Capital Partners
Georgia
$6.03M 401,369 – –
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$5.8M 387,379 +121,765 +46%
MC
20
Muzinich & Co
New York
$5.6M 382,207 – –
GIM
21
Greenwich Investment Management
Connecticut
$5.52M 368,758 -16,945 -4%
BlackRock
22
BlackRock
New York
$5.32M 354,825 -35,431 -9%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$5.19M 346,542 +165,012 +91%
Wells Fargo
24
Wells Fargo
California
$4.76M 317,495 +42,289 +15%
HighTower Advisors
25
HighTower Advisors
Illinois
$4.63M 309,057 -22,854 -7%
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