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Goldman Sachs BDC
GSBD

Overview Fund Activity

82 hedge funds and large institutions have $267M invested in Goldman Sachs BDC in 2018 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 15 closing their positions.

Holders
82
Holders Change
-1
Holders Change %
-1.2%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
31
Reduced
24
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MF
1
Manchester Financial
California
$11.7M
2
UBS Group
2
UBS Group
Switzerland
$12.9M
3
CIM
3
Confluence Investment Management
Missouri
$5.12M
4
AM
4
Ares Management
California
$2.72M
5
Wells Fargo
5
Wells Fargo
California
$2.2M

Top Sellers

1
FWIA
1
Fort Washington Investment Advisors
Ohio
$5.92M
2
CS
2
Credit Suisse
Switzerland
$0
3
PGH
3
Partners Group Holding
Switzerland
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$147K
5
ACM
5
Azimuth Capital Management
Michigan
$1.41M
Name Market Value Shares Shares
Change 		Shares
Change %
SIS
76
Sound Income Strategies
Florida
$28K 1,530 +15 +1%
KPW
77
Kore Private Wealth
New York
$21K 1,135 +1,135 New
FCA
78
FinTrust Capital Advisors
South Carolina
$17K 935 +935 New
GWM
79
Geneos Wealth Management
Colorado
$16K 855 – –
Barclays
80
Barclays
United Kingdom
$13K 700 -600 -46%
APA
81
American Portfolios Advisors
New York
$6.58K 358 +358 New
CAM
82
Cresset Asset Management
Illinois
$6K 315 +315 New
ASN
83
Advisory Services Network
Georgia
$4K 200 -250 -56%
PGH
84
Partners Group Holding
Switzerland
– – -238,000 Closed
CS
85
Credit Suisse
Switzerland
– – -238,000 Closed
SFI
86
Susquehanna Fundamental Investments
Pennsylvania
– – -15,032 Closed
RJT
87
Raymond James Trust
Florida
– – -14,272 Closed
State of Tennessee, Department of Treasury
88
State of Tennessee, Department of Treasury
Tennessee
– – -12,400 Closed
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
– – -12,339 Closed
Stifel Financial
90
Stifel Financial
Missouri
– – -10,275 Closed
NFA
91
Nuveen Fund Advisors
Illinois
– – -10,017 Closed
WS
92
Wedbush Securities
California
– – -9,818 Closed
WSTAM
93
Wilbanks Smith & Thomas Asset Management
Virginia
– – -4,300 Closed
SP
94
Steelhead Partners
Washington
– – -2,300 Closed
LWS
95
Lucia Wealth Services
California
– – -2,000 Closed
VCM
96
Versant Capital Management
Arizona
– – -302 Closed
Deutsche Bank
97
Deutsche Bank
Germany
– – -100 Closed
CFGS
98
Concourse Financial Group Securities
Alabama
– – – –
Fidelity Investments
99
Fidelity Investments
Massachusetts
$0 3 +3 New
1 2 3
4