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Goldman Sachs BDC
GSBD

Overview Fund Activity

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
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
0.07%
New
9
Increased
34
Reduced
20
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWIA
Fort Washington Investment Advisors
Ohio
$6.61M
2
TYCC
Texas Yale Capital Corp
Florida
$6.61M
3
ACM
Azimuth Capital Management
Michigan
$2.94M
4
UBS Group
UBS Group
Switzerland
$15.1M
5
Wells Fargo
Wells Fargo
California
$2.95M

Top Sellers

1
AM
Ares Management
California
$0
2
BC
Barnett & Company
Tennessee
$2.42M
3
CFG
CNO Financial Group
Indiana
$5.27M
4
SCM
Shelton Capital Management
Colorado
$11.7K
5
ACA
Anchor Capital Advisors
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
51
Glovista Investments
New Jersey
$295K +$295K +14,344 New
1IA
52
1834 Investment Advisors
Wisconsin
$290K +$72K +3,500 +33%
RIL
53
Rothschild Investment LLC
Illinois
$279K – – –
TG
54
TCW Group
California
$279K – – –
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$277K -$138K -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 +$205K +9,965 New
WS
61
Wedbush Securities
California
$204K +$204K +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 -$5.6K -272 -6%
HCM
66
Highlander Capital Management
New Jersey
$72K – – –
TRCT
67
Tower Research Capital (TRC)
New York
$42K +$5.16K +249 +14%
LWS
68
Lucia Wealth Services
California
$41K +$41K +2,000 New
Deutsche Bank
69
Deutsche Bank
Germany
$34K +$34K +1,700 New
SIS
70
Sound Income Strategies
Florida
$31K – – –
HWA
71
Heritage Wealth Advisors
Virginia
$24.4K +$24.4K +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 +$12K +600 +300%
APA
75
American Portfolios Advisors
New York
$13.1K +$5.79K +282 +79%
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