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Goldman Sachs BDC
GSBD

Overview Fund Activity

66 hedge funds and large institutions have $337M invested in Goldman Sachs BDC in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
66
Holders Change
-2
Holders Change %
-2.94%
% of All Funds
1.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
31
Reduced
18
Closed
8
Calls
$357K
Puts
–
Net Calls
+$357K
Net Calls Change
-$69K

Top Buyers

1
MC
1
Muzinich & Co
New York
$32.2M
2
BlackRock
2
BlackRock
New York
$7.35M
3
AR
3
Advisory Research
Illinois
$8.77M
4
SMDAM
4
Sumitomo Mitsui DS Asset Management
Japan
$8.35M
5
UBS Group
5
UBS Group
Switzerland
$19.8M

Top Sellers

1
YMRC
1
Yorktown Management & Research Company
Virginia
$1.73M
2
Morgan Stanley
2
Morgan Stanley
New York
$14M
3
WFI
3
West Family Investments
California
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$345K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.01M
Name Market Value Shares Shares
Change 		Shares
Change %
SPC
51
Sigma Planning Corp
Michigan
$253K 10,276 +10,276 New
PI
52
PineBridge Investments
New York
$244K 9,909 -287 -3%
DC
53
Davenport & Co
Virginia
$219K 9,300 – –
RIA
54
Regal Investment Advisors
Michigan
$202K 8,200 +8,200 New
LTFS
55
Ladenburg Thalmann Financial Services
Florida
$162K 6,559 -870 -12%
GXMC
56
Global X Management Company
New York
$140K 5,698 +1,892 +50%
HCM
57
Highlander Capital Management
New Jersey
$123K 5,000 – –
Creative Planning
58
Creative Planning
Kansas
$119K 4,840 -427 -8%
IA
59
IFP Advisors
Florida
$107K 4,342 -37 -0.8%
NFG
60
Next Financial Group
Texas
$88K 3,509 +1,038 +42%
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$47K 1,891 +1,891 New
ACS
62
Archford Capital Strategies
Illinois
$43K 1,745 +1,050 +151%
AG
63
Advisor Group
Arizona
$38K 1,557 +139 +10%
WA
64
WFG Advisors
Texas
$23K 950 -2,797 -75%
GWM
65
Geneos Wealth Management
Colorado
$21K 855 -815 -49%
PCM
66
Penserra Capital Management
California
$12K 503 +503 New
WIM
67
Westside Investment Management
California
$1.63K 65 -50 -43%
WFI
68
West Family Investments
California
– – -63,881 Closed
CA
69
Corrado Advisors
New Jersey
– – -22,475 Closed
BRWA
70
B. Riley Wealth Advisors
Florida
– – -16,904 Closed
RJT
71
Raymond James Trust
Florida
– – -11,650 Closed
BTS
72
BB&T Securities
Virginia
– – -9,300 Closed
WS
73
Wedbush Securities
California
– – -8,768 Closed
Lido Advisors
74
Lido Advisors
California
– – -7,851 Closed
AA
75
Ancora Advisors
Ohio
– – -3,215 Closed
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