GSBD icon

Goldman Sachs BDC
GSBD

Overview Fund Activity

83 hedge funds and large institutions have $317M invested in Goldman Sachs BDC in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 7 closing their positions.

Holders
83
Holders Change
-2
Holders Change %
-2.35%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
6
Increased
29
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$5.28M
2
PGH
2
Partners Group Holding
Switzerland
$5.28M
3
UBS Group
3
UBS Group
Switzerland
$11.2M
4
PAG
4
Private Advisor Group
New Jersey
$3.68M
5
C
5
Cliffwater
California
$3M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$6.1M
2
MC
2
Muzinich & Co
New York
$12.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$18.7M
4
AAM
4
Advisors Asset Management
Colorado
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$582K
Name Market Value Shares Shares
Change 		Shares
Change %
LTFS
51
Ladenburg Thalmann Financial Services
Florida
$380K 17,143 +4,803 +39%
SFI
52
Susquehanna Fundamental Investments
Pennsylvania
$333K 15,032 – –
RJT
53
Raymond James Trust
Florida
$317K 14,272 -4,467 -24%
TG
54
TCW Group
California
$302K 13,600 – –
RIL
55
Rothschild Investment LLC
Illinois
$301K 13,593 – –
MML Investors Services
56
MML Investors Services
Massachusetts
$300K 13,535 +3,014 +29%
CAN
57
Cetera Advisor Networks
California
$280K 12,722 +12,722 New
State of Tennessee, Department of Treasury
58
State of Tennessee, Department of Treasury
Tennessee
$275K 12,400 +12,400 New
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$274K 12,339 +275 +2%
Mirae Asset Global Investments
60
Mirae Asset Global Investments
South Korea
$272K 12,243 +12,243 New
JA
61
JOYN Advisors
Georgia
$266K 12,000 – –
Citigroup
62
Citigroup
New York
$249K 11,242 -457 -4%
RIA
63
Regal Investment Advisors
Michigan
$248K 11,200 -3,450 -24%
Canada Life
64
Canada Life
Manitoba, Canada
$235K 10,567 -375 -3%
Stifel Financial
65
Stifel Financial
Missouri
$227K 10,275 -465 -4%
1IA
66
1834 Investment Advisors
Wisconsin
$224K 10,100 +4,500 +80%
NFA
67
Nuveen Fund Advisors
Illinois
$222K 10,017 -678 -6%
WS
68
Wedbush Securities
California
$218K 9,818 -1,250 -11%
Creative Planning
69
Creative Planning
Kansas
$210K 9,484 +9,484 New
SWM
70
SeaCrest Wealth Management
New York
$132K 5,950 -50 -0.8%
AG
71
Advisor Group
Arizona
$100K 4,550 +1,857 +69%
WSTAM
72
Wilbanks Smith & Thomas Asset Management
Virginia
$95K 4,300 +4,300 New
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$84K 3,770 – –
HCM
74
Highlander Capital Management
New Jersey
$78K 3,500 – –
SP
75
Steelhead Partners
Washington
$51K 2,300 -14,256 -86%
1 2
3
4