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Goldman Sachs BDC
GSBD

Overview Fund Activity

80 hedge funds and large institutions have $286M invested in Goldman Sachs BDC in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 6 closing their positions.

Holders
80
Holders Change
+4
Holders Change %
+5.26%
% of All Funds
1.76%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
11
Increased
26
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BC
1
Barnett & Company
Tennessee
$2.23M
2
Morgan Stanley
2
Morgan Stanley
New York
$19.7M
3
SPIA
3
Steward Partners Investment Advisory
New York
$1.76M
4
BlackRock
4
BlackRock
New York
$4.36M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$1.59M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$2.06M
2
MC
2
Muzinich & Co
New York
$9.41M
3
SM
3
Salzhauer Michael
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$971K
5
MCM
5
McKinley Capital Management
Alaska
$3.13M
Name Market Value Shares Shares
Change 		Shares
Change %
Mackenzie Financial
26
Mackenzie Financial
Ontario, Canada
$1.59M 78,965 +29,603 +60%
Invesco
27
Invesco
Georgia
$1.53M 75,924 -3,457 -4%
SIAP
28
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.48M 73,790 -11,631 -14%
GI
29
Glovista Investments
New Jersey
$1.42M 70,684 -12,798 -15%
SWP
30
Stratos Wealth Partners
Ohio
$1.4M 69,831 +558 +0.8%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$1.27M 63,137 +4,430 +8%
MCM
32
Monument Capital Management
Virginia
$1.22M 60,923 +1,692 +3%
NEAM
33
New England Asset Management
Connecticut
$1.12M 55,491 – –
CIBC Private Wealth Group
34
CIBC Private Wealth Group
Georgia
$998K 49,674 +1,027 +2%
JCM
35
Jag Capital Management
Missouri
$991K 49,346 +90 +0.2%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$971K 48,348 -18,802 -28%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$722K 35,917 -3,215 -8%
IWM
38
IHT Wealth Management
Illinois
$693K 34,480 +10,837 +46%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$545K 27,169 +14,331 +112%
Bank of America
40
Bank of America
North Carolina
$533K 26,510 -9,331 -26%
KCPG
41
Kavar Capital Partners Group
Kansas
$520K 25,900 +25,900 New
HighTower Advisors
42
HighTower Advisors
Illinois
$502K 25,030 +1,211 +5%
JPMPWA
43
J.P. Morgan Private Wealth Advisors
California
$490K 24,391 – –
Creative Planning
44
Creative Planning
Kansas
$455K 22,649 +22,649 New
Mirae Asset Global Investments
45
Mirae Asset Global Investments
South Korea
$437K 21,751 +5,561 +34%
MML Investors Services
46
MML Investors Services
Massachusetts
$419K 20,863 -207 -1%
TAM
47
Todd Asset Management
Kentucky
$401K 19,950 – –
FWM
48
Frontier Wealth Management
Missouri
$367K 18,272 – –
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$348K 17,300 +6,400 +59%
RIA
50
Regal Investment Advisors
Michigan
$329K 16,400 -250 -2%
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