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Goldman Sachs BDC
GSBD

Overview Fund Activity

83 hedge funds and large institutions have $317M invested in Goldman Sachs BDC in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 7 closing their positions.

Holders
83
Holders Change
-2
Holders Change %
-2.35%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
6
Increased
29
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$5.28M
2
PGH
2
Partners Group Holding
Switzerland
$5.28M
3
UBS Group
3
UBS Group
Switzerland
$11.2M
4
PAG
4
Private Advisor Group
New Jersey
$3.68M
5
C
5
Cliffwater
California
$3M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$6.1M
2
MC
2
Muzinich & Co
New York
$12.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$18.7M
4
AAM
4
Advisors Asset Management
Colorado
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$582K
Name Market Value Shares Shares
Change 		Shares
Change %
CIBC Private Wealth Group
26
CIBC Private Wealth Group
Georgia
$2.27M 102,382 +6,279 +7%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$2.04M 91,887 +9,723 +12%
SIAP
28
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2M 90,100 – –
AR
29
Advisory Research
Illinois
$1.55M 69,908 -6,502 -9%
Bank of America
30
Bank of America
North Carolina
$1.5M 67,527 +464 +0.7%
Wells Fargo
31
Wells Fargo
California
$1.44M 65,012 -16,769 -21%
SMDAM
32
Sumitomo Mitsui DS Asset Management
Japan
$1.43M 64,265 -6,541 -9%
ACA
33
Anchor Capital Advisors
Massachusetts
$1.34M 60,391 -2,457 -4%
AM
34
Ares Management
California
$1.33M 59,970 -5,130 -8%
Mackenzie Financial
35
Mackenzie Financial
Ontario, Canada
$1.25M 56,343 +23,798 +73%
MCM
36
Monument Capital Management
Virginia
$1.21M 54,546 +1,001 +2%
NEAM
37
New England Asset Management
Connecticut
$1.2M 54,218 – –
SM
38
Salzhauer Michael
$1.11M 50,128 – –
HSBC Holdings
39
HSBC Holdings
United Kingdom
$1.11M 50,000 – –
GIM
40
Greenwich Investment Management
Connecticut
$1.02M 46,190 +200 +0.4%
PI
41
PineBridge Investments
New York
$611K 27,560 +10,682 +63%
HighTower Advisors
42
HighTower Advisors
Illinois
$604K 27,294 -2,919 -10%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$594K 26,768 +5,904 +28%
Citadel Advisors
44
Citadel Advisors
Florida
$582K 26,249 -25,558 -49%
KCPG
45
Kavar Capital Partners Group
Kansas
$552K 24,900 – –
Millennium Management
46
Millennium Management
New York
$527K 23,755 -7,727 -25%
SCM
47
Shelton Capital Management
Colorado
$525K 23,680 – –
IWM
48
IHT Wealth Management
Illinois
$525K 23,663 +1,689 +8%
JPMPWA
49
J.P. Morgan Private Wealth Advisors
California
$493K 22,246 – –
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$432K 19,467 +8,134 +72%
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