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Goldman Sachs BDC
GSBD

Overview Fund Activity

90 hedge funds and large institutions have $230M invested in Goldman Sachs BDC in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 36 increasing their positions, 25 reducing their positions, and 16 closing their positions.

Holders
90
Holders Change
-10
Holders Change %
-10%
% of All Funds
1.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
7
Increased
36
Reduced
25
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SO
1
STRS Ohio
Ohio
$3.52M
2
Morgan Stanley
2
Morgan Stanley
New York
$22.3M
3
C
3
Cliffwater
California
$5.18M
4
CWM
4
Centric Wealth Management
Illinois
$1.14M
5
Ameriprise
5
Ameriprise
Minnesota
$2.46M

Top Sellers

1
MF
1
Manchester Financial
California
$7.35M
2
VEA
2
Virtus ETF Advisers
New York
$485K
3
CIM
3
Confluence Investment Management
Missouri
$3.03M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$49K
5
JCM
5
Jag Capital Management
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IC
51
IEQ Capital
California
$322K 19,832 +639 +3%
LWM
52
Laidlaw Wealth Management
New York
$320K 19,726 +3,378 +21%
RIA
53
Regal Investment Advisors
Michigan
$266K 16,400 +16,400 New
Citigroup
54
Citigroup
New York
$249K 15,315 -397 -3%
Acadian Asset Management
55
Acadian Asset Management
Massachusetts
$248K 15,339 +1,703 +12%
Canada Life
56
Canada Life
Manitoba, Canada
$245K 15,170 +1,769 +13%
WRM
57
Weybosset Research & Management
Rhode Island
$244K 15,035 +1,425 +10%
RIL
58
Rothschild Investment LLC
Illinois
$221K 13,593 – –
Mirae Asset Global Investments
59
Mirae Asset Global Investments
South Korea
$214K 13,161 -1,391 -10%
CAN
60
Claraphi Advisory Network
United States
$198K 12,194 +9,976 +450%
Northern Trust
61
Northern Trust
Illinois
$196K 12,057 +72 +0.6%
KA
62
Kovack Advisors
Florida
$193K 11,900 -500 -4%
HighTower Advisors
63
HighTower Advisors
Illinois
$192K 11,903 -5,457 -31%
LPL Financial
64
LPL Financial
California
$176K 10,871 -1,870 -15%
PWA
65
Physician Wealth Advisors
Utah
$171K 10,489 -33 -0.3%
BAM
66
Belpointe Asset Management
Nevada
$165K 10,149 +826 +9%
CF
67
Centaurus Financial
California
$148K 9,108 – –
OIA
68
Optimum Investment Advisors
Illinois
$147K 9,074 +65 +0.7%
LWS
69
Lucia Wealth Services
California
$97K 6,000 – –
HCM
70
Highlander Capital Management
New Jersey
$89K 5,500 -150 -3%
AAM
71
Advisors Asset Management
Colorado
$78K 4,804 +4,804 New
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$60K 4,000 -4,000 -50%
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$49K 3,000 -51,100 -94%
CAN
74
Cetera Advisor Networks
California
$39K 2,425 +2,425 New
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$32K 1,991 +1,991 New
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3
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