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Goldman Sachs BDC
GSBD

Overview Fund Activity

100 hedge funds and large institutions have $170M invested in Goldman Sachs BDC in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 16 closing their positions.

Holders
100
Holders Change
–
Holders Change %
0%
% of All Funds
2.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
33
Reduced
32
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Sumitomo Mitsui Trust Group
1
Sumitomo Mitsui Trust Group
Japan
$4.12M
2
Morgan Stanley
2
Morgan Stanley
New York
$14.7M
3
Ameriprise
3
Ameriprise
Minnesota
$1.02M
4
RCM
4
Radcliffe Capital Management
Pennsylvania
$640K
5
QPWM
5
Quadrant Private Wealth Management
Pennsylvania
$739K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$2.16M
2
CIBC World Market
2
CIBC World Market
Ontario, Canada
$302K
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$496K
4
GI
4
Glovista Investments
New Jersey
$0
5
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$1.02M 82,494 +72,584 +732%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$947K 76,804 +27,456 +56%
MCM
28
Monument Capital Management
Virginia
$895K 72,560 +14,047 +24%
PAG
29
Private Advisor Group
New Jersey
$849K 68,857 -31,729 -32%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$752K 61,000 +17,100 +39%
QPWM
31
Quadrant Private Wealth Management
Pennsylvania
$739K 59,896 +36,981 +161%
SIAP
32
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$719K 58,333 -12,151 -17%
NEAM
33
New England Asset Management
Connecticut
$684K 55,491 – –
JCM
34
Jag Capital Management
Missouri
$683K 55,398 -14,900 -21%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$667K 54,100 -1,500 -3%
RCM
36
Radcliffe Capital Management
Pennsylvania
$640K 51,912 +51,912 New
Invesco
37
Invesco
Georgia
$550K 44,625 -26,703 -37%
Creative Planning
38
Creative Planning
Kansas
$527K 42,702 +117 +0.3%
Mackenzie Financial
39
Mackenzie Financial
Ontario, Canada
$496K 40,229 -107,336 -73%
IWM
40
IHT Wealth Management
Illinois
$358K 29,053 +6,467 +29%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$347K 28,131 -31,737 -53%
MML Investors Services
42
MML Investors Services
Massachusetts
$347K 28,155 +7,014 +33%
SWP
43
Stratos Wealth Partners
Ohio
$336K 27,249 -42,472 -61%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$331K 26,834 +5,461 +26%
RIG
45
Roosevelt Investment Group
New York
$320K 25,957 +25,957 New
Bank of America
46
Bank of America
North Carolina
$307K 24,863 -3,258 -12%
Osaic Holdings
47
Osaic Holdings
Arizona
$304K 24,651 +24,651 New
CIBC World Market
48
CIBC World Market
Ontario, Canada
$302K 24,485 -334,831 -93%
JPMPWA
49
J.P. Morgan Private Wealth Advisors
California
$298K 24,191 – –
DTL
50
Dynamic Technology Lab
Singapore
$289K 23,409 +10,833 +86%
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