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Goldman Sachs BDC
GSBD

Overview Fund Activity

100 hedge funds and large institutions have $304M invested in Goldman Sachs BDC in 2019 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
100
Holders Change
+20
Holders Change %
+25%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
28
Increased
31
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RFA
1
Radnor Financial Advisors
Pennsylvania
$4.16M
2
CG
2
Colony Group
Massachusetts
$3.13M
3
VanEck Associates
3
VanEck Associates
New York
$8.49M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$3.14M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.18M

Top Sellers

1
MC
1
Muzinich & Co
New York
$7.49M
2
CIBC World Market
2
CIBC World Market
Ontario, Canada
$7.65M
3
FWIA
3
Fort Washington Investment Advisors
Ohio
$5.09M
4
UBS Group
4
UBS Group
Switzerland
$13.3M
5
MF
5
Manchester Financial
California
$12.5M
Name Market Value Shares Shares
Change 		Shares
Change %
HSBC Holdings
26
HSBC Holdings
United Kingdom
$2.13M 100,000 – –
BC
27
Barnett & Company
Tennessee
$1.95M 91,733 -19,167 -17%
Invesco
28
Invesco
Georgia
$1.52M 71,328 -4,596 -6%
SIAP
29
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.5M 70,484 -3,306 -4%
JCM
30
Jag Capital Management
Missouri
$1.5M 70,298 +20,952 +42%
SWP
31
Stratos Wealth Partners
Ohio
$1.48M 69,721 -110 -0.2%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$1.27M 59,868 -3,269 -5%
MCM
33
Monument Capital Management
Virginia
$1.25M 58,513 -2,410 -4%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$1.18M 55,600 +45,500 +450%
NEAM
35
New England Asset Management
Connecticut
$1.18M 55,491 – –
GI
36
Glovista Investments
New Jersey
$1.16M 54,368 -16,316 -23%
CIBC Private Wealth Group
37
CIBC Private Wealth Group
Georgia
$1.06M 49,561 -113 -0.2%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$1.05M 49,348 +1,000 +2%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$934K 43,900 +26,600 +154%
Creative Planning
40
Creative Planning
Kansas
$906K 42,585 +19,936 +88%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$667K 31,386 +4,217 +16%
Bank of America
42
Bank of America
North Carolina
$599K 28,121 +1,611 +6%
HighTower Advisors
43
HighTower Advisors
Illinois
$527K 24,711 -319 -1%
JPMPWA
44
J.P. Morgan Private Wealth Advisors
California
$515K 24,191 -200 -0.8%
QPWM
45
Quadrant Private Wealth Management
Pennsylvania
$488K 22,915 +10,241 +81%
IWM
46
IHT Wealth Management
Illinois
$481K 22,586 -11,894 -34%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$455K 21,373 -14,544 -40%
MML Investors Services
48
MML Investors Services
Massachusetts
$450K 21,141 +278 +1%
IC
49
IEQ Capital
California
$440K 20,688 +20,688 New
Mirae Asset Global Investments
50
Mirae Asset Global Investments
South Korea
$428K 20,113 -1,638 -8%
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