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Goldman Sachs BDC
GSBD

Overview Fund Activity

82 hedge funds and large institutions have $267M invested in Goldman Sachs BDC in 2018 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 15 closing their positions.

Holders
82
Holders Change
-1
Holders Change %
-1.2%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
31
Reduced
24
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MF
1
Manchester Financial
California
$11.7M
2
UBS Group
2
UBS Group
Switzerland
$12.9M
3
CIM
3
Confluence Investment Management
Missouri
$5.12M
4
AM
4
Ares Management
California
$2.72M
5
Wells Fargo
5
Wells Fargo
California
$2.2M

Top Sellers

1
FWIA
1
Fort Washington Investment Advisors
Ohio
$5.92M
2
CS
2
Credit Suisse
Switzerland
$0
3
PGH
3
Partners Group Holding
Switzerland
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$147K
5
ACM
5
Azimuth Capital Management
Michigan
$1.41M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$372K 20,207 +740 +4%
TAM
52
Todd Asset Management
Kentucky
$367K 19,950 +19,950 New
FWM
53
Frontier Wealth Management
Missouri
$336K 18,272 +18,272 New
SPIA
54
Steward Partners Investment Advisory
New York
$335K 18,258 +18,258 New
TI
55
Trexquant Investment
Connecticut
$332K 18,074 +18,074 New
RIA
56
Regal Investment Advisors
Michigan
$324K 17,650 +6,450 +58%
LTFS
57
Ladenburg Thalmann Financial Services
Florida
$320K 17,283 +140 +0.8%
MML Investors Services
58
MML Investors Services
Massachusetts
$296K 16,112 +2,577 +19%
TG
59
TCW Group
California
$250K 13,600 – –
RIL
60
Rothschild Investment LLC
Illinois
$250K 13,593 – –
Mirae Asset Global Investments
61
Mirae Asset Global Investments
South Korea
$236K 12,840 +597 +5%
OAM
62
Oxford Asset Management
United Kingdom
$228K 12,423 +12,423 New
JA
63
JOYN Advisors
Georgia
$221K 12,000 – –
Canada Life
64
Canada Life
Manitoba, Canada
$213K 11,976 +1,409 +13%
Millennium Management
65
Millennium Management
New York
$208K 11,302 -12,453 -52%
1IA
66
1834 Investment Advisors
Wisconsin
$195K 10,600 +500 +5%
Creative Planning
67
Creative Planning
Kansas
$184K 10,020 +536 +6%
Citigroup
68
Citigroup
New York
$173K 9,400 -1,842 -16%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$147K 8,000 -267,000 -97%
SWM
70
SeaCrest Wealth Management
New York
$91K 4,950 -1,000 -17%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$91K 4,943 +1,173 +31%
AG
72
Advisor Group
Arizona
$85K 4,543 -7 -0.2%
HCM
73
Highlander Capital Management
New Jersey
$64K 3,500 – –
TRCT
74
Tower Research Capital (TRC)
New York
$33K 1,778 +1,121 +171%
P8IP
75
Pier 88 Investment Partners
California
$29K 1,560 – –
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