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Goldman Sachs BDC
GSBD

Overview Fund Activity

80 hedge funds and large institutions have $286M invested in Goldman Sachs BDC in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 6 closing their positions.

Holders
80
Holders Change
+4
Holders Change %
+5.26%
% of All Funds
1.76%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
11
Increased
26
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BC
1
Barnett & Company
Tennessee
$2.23M
2
Morgan Stanley
2
Morgan Stanley
New York
$19.7M
3
SPIA
3
Steward Partners Investment Advisory
New York
$1.76M
4
BlackRock
4
BlackRock
New York
$4.36M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$1.59M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$2.06M
2
MC
2
Muzinich & Co
New York
$9.41M
3
SM
3
Salzhauer Michael
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$971K
5
MCM
5
McKinley Capital Management
Alaska
$3.13M
Name Market Value Shares Shares
Change 		Shares
Change %
LTFS
51
Ladenburg Thalmann Financial Services
Florida
$314K 15,625 +807 +5%
1IA
52
1834 Investment Advisors
Wisconsin
$283K 14,100 – –
RIL
53
Rothschild Investment LLC
Illinois
$273K 13,593 – –
QPWM
54
Quadrant Private Wealth Management
Pennsylvania
$255K 12,674 +12,674 New
Citigroup
55
Citigroup
New York
$250K 12,440 +1,362 +12%
CAN
56
Cetera Advisor Networks
California
$246K 12,318 +1,096 +10%
JA
57
JOYN Advisors
Georgia
$241K 12,000 – –
Citadel Advisors
58
Citadel Advisors
Florida
$233K 11,615 +11,615 New
KA
59
Kovack Advisors
Florida
$219K 10,900 – –
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$203K 10,100 -6,000 -37%
TG
61
TCW Group
California
$201K 10,000 +10,000 New
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$161K 8,000 – –
Victory Capital Management
63
Victory Capital Management
Texas
$146K 7,243 +7,243 New
OIA
64
Optimum Investment Advisors
Illinois
$78K 3,867 +3,867 New
AG
65
Advisor Group
Arizona
$73K 3,632 -164 -4%
HCM
66
Highlander Capital Management
New Jersey
$70K 3,500 – –
LWS
67
Lucia Wealth Services
California
$40K 2,000 – –
SIS
68
Sound Income Strategies
Florida
$31K 1,530 – –
HWA
69
Heritage Wealth Advisors
Virginia
$23K 1,190 – –
TFS
70
TrustCore Financial Services
Tennessee
$22K 1,075 +1,075 New
FCA
71
FinTrust Capital Advisors
South Carolina
$19K 935 – –
ASN
72
Advisory Services Network
Georgia
$16K 800 – –
TRCT
73
Tower Research Capital (TRC)
New York
$10K 515 -416 -45%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$10K 500 – –
WEC
75
Winslow Evans & Crocker
Massachusetts
$10K 450 +150 +50%
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