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Goldman Sachs BDC
GSBD

Overview Fund Activity

69 hedge funds and large institutions have $334M invested in Goldman Sachs BDC in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
1.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
36
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$7.84M
2
Morgan Stanley
2
Morgan Stanley
New York
$16M
3
MC
3
Muzinich & Co
New York
$32.4M
4
SP
4
Steelhead Partners
Washington
$2.37M
5
WFI
5
West Family Investments
California
$2.3M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$0
2
YMRC
2
Yorktown Management & Research Company
Virginia
$0
3
BlackRock
3
BlackRock
New York
$5.53M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$604K
5
BC
5
Barnett & Company
Tennessee
$3.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
51
Ladenburg Thalmann Financial Services
Florida
$221K +$73.6K +3,274 +50%
Creative Planning
52
Creative Planning
Kansas
$221K +$112K +4,972 +103%
SPC
53
Sigma Planning Corp
Michigan
$212K -$19K -845 -8%
PCM
54
Palisade Capital Management
New Jersey
$203K +$203K +9,000 New
Citigroup
55
Citigroup
New York
$156K -$316K -14,025 -67%
US Bancorp
56
US Bancorp
Minnesota
$142K +$142K +6,300 New
GXMC
57
Global X Management Company
New York
$126K -$2.02K -90 -2%
HCM
58
Highlander Capital Management
New Jersey
$113K – – –
IA
59
IFP Advisors
Florida
$103K +$4.77K +211 +5%
NFG
60
Next Financial Group
Texas
$59K -$20.4K -900 -26%
TSW
61
Thompson Siegel & Walmsley
Virginia
$56K +$56K +2,500 New
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$41K -$1.3K -58 -3%
AG
63
Advisor Group
Arizona
$31K -$4.57K -200 -13%
WA
64
WFG Advisors
Texas
$28K +$6.41K +282 +30%
ASN
65
Advisory Services Network
Georgia
$24K +$24K +1,050 New
GWM
66
Geneos Wealth Management
Colorado
$19K – – –
PCM
67
Penserra Capital Management
California
$12K +$1.09K +50 +10%
SPIA
68
Steward Partners Investment Advisory
New York
$3K +$3K +160 New
WIM
69
Westside Investment Management
California
$1.47K – – –
AIM
70
Acrospire Investment Management
Illinois
$1K +$1K +27 New
LPL Financial
71
LPL Financial
California
– -$2.39M -97,225 Closed
YMRC
72
Yorktown Management & Research Company
Virginia
– -$1.73M -70,000 Closed
BP
73
Ballentine Partners
Massachusetts
– -$555K -22,505 Closed
VKH
74
Virtu KCG Holdings
New York
– -$365K -14,796 Closed
MF
75
Magnetar Financial
Illinois
– -$283K -11,483 Closed
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