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Goldman Sachs BDC
GSBD

78 hedge funds and large institutions have $283M invested in Goldman Sachs BDC in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

70% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 20

6% more capital invested

Capital invested by funds: $267M → $283M (+$16.3M)

0.29% more ownership

Funds ownership: 35.02% → 35.31% (+0.29%)

5% less funds holding

Funds holding: 82 → 78 (-4)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

Holders
78
Holders Change
-4
Holders Change %
-4.88%
% of All Funds
1.69%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
9
Increased
34
Reduced
20
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWIA
Fort Washington Investment Advisors
Ohio
+$6.58M
2
TYCC
Texas Yale Capital Corp
Florida
+$3.45M
3
ACM
Azimuth Capital Management
Michigan
+$1.35M
4
UBS Group
UBS Group
Switzerland
+$648K
5
Wells Fargo
Wells Fargo
California
+$483K

Top Sellers

1
AM
Ares Management
California
-$2.72M
2
CFG
CNO Financial Group
Indiana
-$2.08M
3
ACA
Anchor Capital Advisors
Massachusetts
-$1.12M
4
MC
Muzinich & Co
New York
-$882K
5
GC
Guggenheim Capital
Illinois
-$732K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$1.44M -$638K -31,219 -31%
CAN
27
Cetera Advisor Networks
California
$1.27M +$33.8K +1,653 +3%
AR
28
Advisory Research
Illinois
$1.25M -$13.6K -663 -1%
MCM
29
Monument Capital Management
Virginia
$1.17M -$26.1K -1,277 -2%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.15M +$297K +14,547 +35%
SMDAM
31
Sumitomo Mitsui DS Asset Management
Japan
$1.14M -$19.2K -941 -2%
NEAM
32
New England Asset Management
Connecticut
$1.14M +$26K +1,273 +2%
HSBC Holdings
33
HSBC Holdings
United Kingdom
$1.03M – – –
Mackenzie Financial
34
Mackenzie Financial
Ontario, Canada
$1.01M -$143K -6,981 -12%
SM
35
Salzhauer Michael
$925K – – –
RJFSA
36
Raymond James Financial Services Advisors
Florida
$866K +$419K +20,488 +94%
Bank of America
37
Bank of America
North Carolina
$794K -$79.3K -3,877 -9%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$704K +$37.4K +1,829 +6%
CWM
39
CCG Wealth Management
California
$642K +$55.2K +2,698 +9%
SPIA
40
Steward Partners Investment Advisory
New York
$630K +$254K +12,424 +68%
HighTower Advisors
41
HighTower Advisors
Illinois
$556K +$1.53K +75 +0.3%
KCPG
42
Kavar Capital Partners Group
Kansas
$511K – – –
JMPWA
43
JP Morgan Private Wealth Advisors
California
$509K +$45.9K +2,246 +10%
IWM
44
IHT Wealth Management
Illinois
$471K +$22.8K +1,114 +5%
TAM
45
Todd Asset Management
Kentucky
$410K – – –
MML Investors Services
46
MML Investors Services
Massachusetts
$394K +$62.9K +3,078 +19%
FWM
47
Frontier Wealth Management
Missouri
$375K – – –
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$374K +$18.1K +886 +5%
RIA
49
Regal Investment Advisors
Michigan
$342K -$20.4K -1,000 -6%
Mirae Asset Global Investments
50
Mirae Asset Global Investments
South Korea
$309K +$45.6K +2,228 +17%
1
2
3 4

GSBD Hedge Fund Activity: Q1 2019 in Review

78 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs BDC (GSBD) for Q1 2019, worth a combined $283M — up 6.1% from $267M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of GSBD and 9 opened new positions — a net loss of 4 holders — while 20 trimmed existing stakes and 34 added.

The largest buyer was Fort Washington Investment Advisors, opening a new position worth an estimated $6.58M. The largest seller was Ares Management, exiting entirely with an estimated $2.72M sold.

  • 78 institutional investors held Goldman Sachs BDC (GSBD) as of Q1 2019, down from 82 in Q4 2018.
  • Funds reported $283M of Goldman Sachs BDC stock for Q1 2019, up 6.1% quarter-over-quarter.
  • 9 funds opened new Goldman Sachs BDC positions in Q1 2019 and 13 closed out, a net change of -4 holders.
  • The largest Goldman Sachs BDC buyer in Q1 2019 was Fort Washington Investment Advisors, an estimated $6.58M added.
  • The largest Goldman Sachs BDC seller in Q1 2019 was Ares Management, an estimated $2.72M sold.

Based on aggregated 13F filings for Q1 2019.