We are live on ! Find out more
GSBD icon

Goldman Sachs BDC
GSBD

100 hedge funds and large institutions have $304M invested in Goldman Sachs BDC in 2019 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 7

29% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 24

25% more funds holding

Funds holding: 80 → 100 (+20)

7% more capital invested

Capital invested by funds: $286M → $304M (+$18.8M)

0.24% more ownership

Funds ownership: 35.24% → 35.48% (+0.24%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
100
Holders Change
+20
Holders Change %
+25%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
28
Increased
31
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CG
Colony Group
Massachusetts
+$3.03M
2
VanEck Associates
VanEck Associates
New York
+$1.51M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$1.42M
4
JP Morgan Chase
JP Morgan Chase
New York
+$940K
5
Morgan Stanley
Morgan Stanley
New York
+$773K

Top Sellers

1
MC
Muzinich & Co
New York
-$2.4M
2
CIBC World Market
CIBC World Market
Ontario, Canada
-$1.84M
3
FWIA
Fort Washington Investment Advisors
Ohio
-$1.66M
4
UBS Group
UBS Group
Switzerland
-$971K
5
MF
Manchester Financial
California
-$557K
Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
51
Ladenburg Thalmann Financial Services
Florida
$390K +$55K +2,664 +17%
LWM
52
Laidlaw Wealth Management
New York
$385K +$374K +18,100 New
RIA
53
Regal Investment Advisors
Michigan
$349K – – –
1IA
54
1834 Investment Advisors
Wisconsin
$300K – – –
Citigroup
55
Citigroup
New York
$293K +$27.7K +1,343 +11%
RIL
56
Rothschild Investment LLC
Illinois
$289K – – –
CAN
57
Cetera Advisor Networks
California
$287K +$22.3K +1,079 +9%
Canada Life
58
Canada Life
Manitoba, Canada
$281K +$275K +13,294 New
JA
59
JOYN Advisors
Georgia
$275K +$18.7K +907 +8%
DTL
60
Dynamic Technology Lab
Singapore
$268K +$260K +12,576 New
KA
61
Kovack Advisors
Florida
$264K +$31K +1,500 +14%
DC
62
Davenport & Co
Virginia
$242K +$235K +11,380 New
FWM
63
Frontier Wealth Management
Missouri
$229K -$155K -7,500 -41%
CF
64
Centaurus Financial
California
$227K +$220K +10,673 New
WS
65
Wedbush Securities
California
$224K +$218K +10,531 New
Lido Advisors
66
Lido Advisors
California
$215K +$204K +9,889 New
TG
67
TCW Group
California
$213K – – –
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$213K +$41.3K +2,000 +25%
Ameriprise
69
Ameriprise
Minnesota
$211K +$205K +9,910 New
ACM
70
Advisors Capital Management
New Jersey
$210K +$203K +9,848 New
Northern Trust
71
Northern Trust
Illinois
$209K +$203K +9,846 New
Victory Capital Management
72
Victory Capital Management
Texas
$203K +$47.5K +2,301 +32%
SSA
73
Schonfeld Strategic Advisors
New York
$202K +$196K +9,500 New
CCM
74
Canal Capital Management
Virginia
$201K +$195K +9,451 New
OIA
75
Optimum Investment Advisors
Illinois
$189K +$103K +5,000 +129%
1 2
3
4 5

GSBD Hedge Fund Activity: Q4 2019 in Review

100 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs BDC (GSBD) for Q4 2019, worth a combined $304M — up 6.6% from $286M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new GSBD positions and 7 closed out — a net gain of 21 holders — while 31 added to existing stakes and 24 trimmed.

The largest buyer was Colony Group, opening a new position worth an estimated $3.03M. The largest seller was Muzinich & Co, cutting an estimated $2.4M.

  • 100 institutional investors held Goldman Sachs BDC (GSBD) as of Q4 2019, up from 80 in Q3 2019.
  • Funds reported $304M of Goldman Sachs BDC stock for Q4 2019, up 6.6% quarter-over-quarter.
  • 28 funds opened new Goldman Sachs BDC positions in Q4 2019 and 7 closed out, a net change of +21 holders.
  • The largest Goldman Sachs BDC buyer in Q4 2019 was Colony Group, an estimated $3.03M added.
  • The largest Goldman Sachs BDC seller in Q4 2019 was Muzinich & Co, an estimated $2.4M sold.

Based on aggregated 13F filings for Q4 2019.