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Goldman Sachs BDC
GSBD

Overview Fund Activity

109 hedge funds and large institutions have $315M invested in Goldman Sachs BDC in 2020 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 12 closing their positions.

Holders
109
Holders Change
+18
Holders Change %
+19.78%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
32
Increased
29
Reduced
26
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$17.8M
2
Invesco
2
Invesco
Georgia
$10.2M
3
VanEck Associates
3
VanEck Associates
New York
$14.5M
4
Legal & General Group
4
Legal & General Group
United Kingdom
$9.75M
5
William Blair & Company
5
William Blair & Company
Illinois
$3.62M

Top Sellers

1
MF
1
Manchester Financial
California
$119K
2
CG
2
Colony Group
Massachusetts
$1.9M
3
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$4.92M
4
MC
4
Muzinich & Co
New York
$5.09M
5
QPWM
5
Quadrant Private Wealth Management
Pennsylvania
$227K
Name Market Value Shares Shares
Change 		Shares
Change %
JPMPWA
51
J.P. Morgan Private Wealth Advisors
California
$418K 21,846 -290 -1%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$415K 21,708 +617 +3%
RCA
53
Rowland Carmichael Advisors
Arizona
$407K 21,265 +21,265 New
VEA
54
Virtus ETF Advisers
New York
$402K 21,032 -7,205 -26%
CWM
55
CCG Wealth Management
California
$397K 20,747 +20,747 New
CC
56
Claybrook Capital
Massachusetts
$382K 20,000 +20,000 New
AIM
57
Aigen Investment Management
New York
$354K 18,493 -1,507 -8%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$350K 18,307 +18,307 New
TC
59
TownSquare Capital
Utah
$339K 17,739 +17,739 New
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$333K 17,427 +17,427 New
AI
61
Atom Investors
Texas
$331K 17,334 +4,833 +39%
LWM
62
Laidlaw Wealth Management
New York
$330K 17,267 -1,128 -6%
Canada Life
63
Canada Life
Manitoba, Canada
$318K 16,688 +1,008 +6%
LPL Financial
64
LPL Financial
California
$315K 16,483 +6,072 +58%
RIA
65
Regal Investment Advisors
Michigan
$314K 16,400 +16,400 New
NHC
66
Nicholas Hoffman & Company
Georgia
$287K 15,034 +15,034 New
TCA
67
Transcend Capital Advisors
New Jersey
$277K 14,500 – –
AWA
68
Arkadios Wealth Advisors
Georgia
$277K 14,535 +14,535 New
1IA
69
1834 Investment Advisors
Wisconsin
$272K 14,200 +4,200 +42%
HighTower Advisors
70
HighTower Advisors
Illinois
$266K 13,999 +1,486 +12%
Citigroup
71
Citigroup
New York
$264K 13,817 -373 -3%
RIL
72
Rothschild Investment LLC
Illinois
$260K 13,593 – –
CCM
73
Canal Capital Management
Virginia
$259K 13,571 +13,571 New
1832 Asset Management
74
1832 Asset Management
Ontario, Canada
$230K 12,000 +12,000 New
KA
75
Kovack Advisors
Florida
$228K 11,900 – –
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