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Goldman Sachs BDC
GSBD

Overview Fund Activity

75 hedge funds and large institutions have $320M invested in Goldman Sachs BDC in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 9 closing their positions.

Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
1.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
25
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$18.5M
2
C
2
Cliffwater
California
$1.68M
3
MGAM
3
McGowan Group Asset Management
Texas
$1.27M
4
MCM
4
Monument Capital Management
Virginia
$1.26M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$6.76M

Top Sellers

1
MC
1
Muzinich & Co
New York
$26M
2
AR
2
Advisory Research
Illinois
$3.06M
3
SMDAM
3
Sumitomo Mitsui DS Asset Management
Japan
$2.92M
4
PAG
4
Private Advisor Group
New Jersey
$2.49M
5
SWP
5
Stratos Wealth Partners
Ohio
$3.63M
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
26
Anchor Capital Advisors
Massachusetts
$1.74M 78,229 -1,878 -2%
Invesco
27
Invesco
Georgia
$1.68M 75,913 -19,939 -21%
C
28
Cliffwater
California
$1.68M 75,646 +75,646 New
AAM
29
Advisors Asset Management
Colorado
$1.36M 61,457 -10,015 -14%
MGAM
30
McGowan Group Asset Management
Texas
$1.27M 57,398 +57,398 New
MCM
31
Monument Capital Management
Virginia
$1.26M 56,951 +56,951 New
SCM
32
Shelton Capital Management
Colorado
$1.24M 55,800 +33,800 +154%
NEAM
33
New England Asset Management
Connecticut
$1.2M 54,218 – –
SM
34
Salzhauer Michael
$1.11M 50,128 – –
HSBC Holdings
35
HSBC Holdings
United Kingdom
$1.11M 50,000 – –
GIM
36
Greenwich Investment Management
Connecticut
$971K 43,805 +7,500 +21%
RJA
37
Raymond James & Associates
Florida
$750K 33,837 -3,384 -9%
Mackenzie Financial
38
Mackenzie Financial
Ontario, Canada
$722K 32,545 – –
HighTower Advisors
39
HighTower Advisors
Illinois
$572K 25,799 +4,879 +23%
Stifel Financial
40
Stifel Financial
Missouri
$535K 24,176 -2,814 -10%
SFC
41
SYM Financial Corp
Indiana
$488K 22,000 +22,000 New
RJFSA
42
Raymond James Financial Services Advisors
Florida
$468K 21,083 +6,226 +42%
RJT
43
Raymond James Trust
Florida
$416K 18,739 – –
KCPG
44
Kavar Capital Partners Group
Kansas
$377K 17,000 +17,000 New
RIL
45
Rothschild Investment LLC
Illinois
$368K 16,593 – –
IWM
46
IHT Wealth Management
Illinois
$329K 15,108 +15,108 New
GT
47
Glenview Trust
Kentucky
$326K 14,720 +20 +0.1%
PI
48
PineBridge Investments
New York
$326K 14,716 +748 +5%
TG
49
TCW Group
California
$302K 13,600 – –
RIA
50
Regal Investment Advisors
Michigan
$298K 13,450 +1,400 +12%
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