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Goldman Sachs BDC
GSBD

Overview Fund Activity

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.

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
RFA
1
Radnor Financial Advisors
Pennsylvania
$4.16M
2
CG
2
Colony Group
Massachusetts
$3.13M
3
VanEck Associates
3
VanEck Associates
New York
$8.49M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$3.14M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.18M

Top Sellers

1
MC
1
Muzinich & Co
New York
$7.49M
2
CIBC World Market
2
CIBC World Market
Ontario, Canada
$7.65M
3
FWIA
3
Fort Washington Investment Advisors
Ohio
$5.09M
4
UBS Group
4
UBS Group
Switzerland
$13.3M
5
MF
5
Manchester Financial
California
$12.5M
Name Market Value Shares Shares
Change 		Shares
Change %
LTFS
51
Ladenburg Thalmann Financial Services
Florida
$390K 18,289 +2,664 +17%
LWM
52
Laidlaw Wealth Management
New York
$385K 18,100 +18,100 New
RIA
53
Regal Investment Advisors
Michigan
$349K 16,400 – –
1IA
54
1834 Investment Advisors
Wisconsin
$300K 14,100 – –
Citigroup
55
Citigroup
New York
$293K 13,783 +1,343 +11%
RIL
56
Rothschild Investment LLC
Illinois
$289K 13,593 – –
CAN
57
Cetera Advisor Networks
California
$287K 13,397 +1,079 +9%
Canada Life
58
Canada Life
Manitoba, Canada
$281K 13,294 +13,294 New
JA
59
JOYN Advisors
Georgia
$275K 12,907 +907 +8%
DTL
60
Dynamic Technology Lab
Singapore
$268K 12,576 +12,576 New
KA
61
Kovack Advisors
Florida
$264K 12,400 +1,500 +14%
DC
62
Davenport & Co
Virginia
$242K 11,380 +11,380 New
FWM
63
Frontier Wealth Management
Missouri
$229K 10,772 -7,500 -41%
CF
64
Centaurus Financial
California
$227K 10,673 +10,673 New
WS
65
Wedbush Securities
California
$224K 10,531 +10,531 New
Lido Advisors
66
Lido Advisors
California
$215K 9,889 +9,889 New
TG
67
TCW Group
California
$213K 10,000 – –
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$213K 10,000 +2,000 +25%
Ameriprise
69
Ameriprise
Minnesota
$211K 9,910 +9,910 New
ACM
70
Advisors Capital Management
New Jersey
$210K 9,848 +9,848 New
Northern Trust
71
Northern Trust
Illinois
$209K 9,846 +9,846 New
Victory Capital Management
72
Victory Capital Management
Texas
$203K 9,544 +2,301 +32%
SSA
73
Schonfeld Strategic Advisors
New York
$202K 9,500 +9,500 New
CCM
74
Canal Capital Management
Virginia
$201K 9,451 +9,451 New
OIA
75
Optimum Investment Advisors
Illinois
$189K 8,867 +5,000 +129%
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