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Goldman Sachs BDC
GSBD

78 hedge funds and large institutions have $283M invested in Goldman Sachs BDC in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

70% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 20

6% more capital invested

Capital invested by funds: $267M → $283M (+$16.3M)

0.29% more ownership

Funds ownership: 35.02% → 35.31% (+0.29%)

5% less funds holding

Funds holding: 82 → 78 (-4)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

Holders
78
Holders Change
-4
Holders Change %
-4.88%
% of All Funds
1.69%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
9
Increased
34
Reduced
20
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWIA
Fort Washington Investment Advisors
Ohio
+$6.58M
2
TYCC
Texas Yale Capital Corp
Florida
+$3.45M
3
ACM
Azimuth Capital Management
Michigan
+$1.35M
4
UBS Group
UBS Group
Switzerland
+$648K
5
Wells Fargo
Wells Fargo
California
+$483K

Top Sellers

1
AM
Ares Management
California
-$2.72M
2
CFG
CNO Financial Group
Indiana
-$2.08M
3
ACA
Anchor Capital Advisors
Massachusetts
-$1.12M
4
MC
Muzinich & Co
New York
-$882K
5
GC
Guggenheim Capital
Illinois
-$732K
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
51
Glovista Investments
New Jersey
$295K +$293K +14,344 New
1IA
52
1834 Investment Advisors
Wisconsin
$290K +$71.6K +3,500 +33%
RIL
53
Rothschild Investment LLC
Illinois
$279K – – –
TG
54
TCW Group
California
$279K – – –
JP Morgan Chase
55
JP Morgan Chase
New York
$277K -$137K -6,707 -33%
Canada Life
56
Canada Life
Manitoba, Canada
$256K +$10.8K +528 +4%
JA
57
JOYN Advisors
Georgia
$246K – – –
QPWM
58
Quadrant Private Wealth Management
Pennsylvania
$235K – – –
Citigroup
59
Citigroup
New York
$205K +$11.7K +570 +6%
Brown Advisory
60
Brown Advisory
Maryland
$205K +$204K +9,965 New
WS
61
Wedbush Securities
California
$204K +$203K +9,918 New
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$164K – – –
SWM
63
SeaCrest Wealth Management
New York
$102K – – –
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$99K -$2.04K -100 -2%
AG
65
Advisor Group
Arizona
$88K -$5.56K -272 -6%
HCM
66
Highlander Capital Management
New Jersey
$72K – – –
TRCT
67
Tower Research Capital (TRC)
New York
$42K +$5.09K +249 +14%
LWS
68
Lucia Wealth Services
California
$41K +$40.9K +2,000 New
Deutsche Bank
69
Deutsche Bank
Germany
$34K +$34.8K +1,700 New
SIS
70
Sound Income Strategies
Florida
$31K – – –
HWA
71
Heritage Wealth Advisors
Virginia
$24.4K +$24.3K +1,190 New
KPW
72
Kore Private Wealth
New York
$24K – – –
FCA
73
FinTrust Capital Advisors
South Carolina
$19K – – –
ASN
74
Advisory Services Network
Georgia
$16K +$12.3K +600 +300%
APA
75
American Portfolios Advisors
New York
$13.1K +$5.77K +282 +79%
1 2
3
4

GSBD Hedge Fund Activity: Q1 2019 in Review

78 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs BDC (GSBD) for Q1 2019, worth a combined $283M — up 6.1% from $267M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of GSBD and 9 opened new positions — a net loss of 4 holders — while 20 trimmed existing stakes and 34 added.

The largest buyer was Fort Washington Investment Advisors, opening a new position worth an estimated $6.58M. The largest seller was Ares Management, exiting entirely with an estimated $2.72M sold.

  • 78 institutional investors held Goldman Sachs BDC (GSBD) as of Q1 2019, down from 82 in Q4 2018.
  • Funds reported $283M of Goldman Sachs BDC stock for Q1 2019, up 6.1% quarter-over-quarter.
  • 9 funds opened new Goldman Sachs BDC positions in Q1 2019 and 13 closed out, a net change of -4 holders.
  • The largest Goldman Sachs BDC buyer in Q1 2019 was Fort Washington Investment Advisors, an estimated $6.58M added.
  • The largest Goldman Sachs BDC seller in Q1 2019 was Ares Management, an estimated $2.72M sold.

Based on aggregated 13F filings for Q1 2019.