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Goldman Sachs BDC
GSBD

Overview Fund Activity

76 hedge funds and large institutions have $282M invested in Goldman Sachs BDC in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 11 closing their positions.

Holders
76
Holders Change
-2
Holders Change %
-2.56%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
9
Increased
21
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VEA
1
Virtus ETF Advisers
New York
$3.43M
2
PAG
2
Private Advisor Group
New Jersey
$4.19M
3
GI
3
Glovista Investments
New Jersey
$1.64M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$1.97M
5
JCM
5
Jag Capital Management
Missouri
$969K

Top Sellers

1
TYCC
1
Texas Yale Capital Corp
Florida
$3.34M
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$957K
3
AR
3
Advisory Research
Illinois
$0
4
SMDAM
4
Sumitomo Mitsui DS Asset Management
Japan
$0
5
Invesco
5
Invesco
Georgia
$1.56M
Name Market Value Shares Shares
Change 		Shares
Change %
SIAP
26
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.68M 85,421 -4,559 -5%
GI
27
Glovista Investments
New Jersey
$1.64M 83,482 +69,138 +482%
Invesco
28
Invesco
Georgia
$1.56M 79,381 -53,933 -40%
SWP
29
Stratos Wealth Partners
Ohio
$1.36M 69,273 -731 -1%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.32M 67,150 +32,870 +96%
MCM
31
Monument Capital Management
Virginia
$1.16M 59,231 +2,088 +4%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$1.16M 58,707 +2,760 +5%
NEAM
33
New England Asset Management
Connecticut
$1.09M 55,491 – –
Mackenzie Financial
34
Mackenzie Financial
Ontario, Canada
$971K 49,362 – –
JCM
35
Jag Capital Management
Missouri
$969K 49,256 +49,256 New
CIBC Private Wealth Group
36
CIBC Private Wealth Group
Georgia
$957K 48,647 -64,982 -57%
SM
37
Salzhauer Michael
$886K 45,028 – –
RJFSA
38
Raymond James Financial Services Advisors
Florida
$770K 39,132 -3,043 -7%
Bank of America
39
Bank of America
North Carolina
$705K 35,841 -2,797 -7%
SPIA
40
Steward Partners Investment Advisory
New York
$664K 33,795 +3,113 +10%
QPWM
41
Quadrant Private Wealth Management
Pennsylvania
– – – –
JPMPWA
42
J.P. Morgan Private Wealth Advisors
California
$480K 24,391 -391 -2%
HighTower Advisors
43
HighTower Advisors
Illinois
$470K 23,819 -3,248 -12%
IWM
44
IHT Wealth Management
Illinois
$465K 23,643 +723 +3%
MML Investors Services
45
MML Investors Services
Massachusetts
$414K 21,070 +1,880 +10%
TAM
46
Todd Asset Management
Kentucky
$392K 19,950 – –
FWM
47
Frontier Wealth Management
Missouri
$359K 18,272 – –
RIA
48
Regal Investment Advisors
Michigan
$328K 16,650 – –
Mirae Asset Global Investments
49
Mirae Asset Global Investments
South Korea
$318K 16,190 +1,122 +7%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$309K 16,100 +2,600 +19%
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