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Goldman Sachs BDC
GSBD

78 hedge funds and large institutions have $283M invested in Goldman Sachs BDC in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

70% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 20

6% more capital invested

Capital invested by funds: $267M → $283M (+$16.3M)

0.29% more ownership

Funds ownership: 35.02% → 35.31% (+0.29%)

5% less funds holding

Funds holding: 82 → 78 (-4)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

Holders
78
Holders Change
-4
Holders Change %
-4.88%
% of All Funds
1.69%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
9
Increased
34
Reduced
20
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWIA
Fort Washington Investment Advisors
Ohio
+$6.58M
2
TYCC
Texas Yale Capital Corp
Florida
+$3.45M
3
ACM
Azimuth Capital Management
Michigan
+$1.35M
4
UBS Group
UBS Group
Switzerland
+$648K
5
Wells Fargo
Wells Fargo
California
+$483K

Top Sellers

1
AM
Ares Management
California
-$2.72M
2
CFG
CNO Financial Group
Indiana
-$2.08M
3
ACA
Anchor Capital Advisors
Massachusetts
-$1.12M
4
MC
Muzinich & Co
New York
-$882K
5
GC
Guggenheim Capital
Illinois
-$732K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
76
Shelton Capital Management
Colorado
$11.7K -$479K -23,440 -99%
MC
77
Muzinich & Co
New York
$11.4K -$882K -43,155 -7%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$10K +$10.2K +500 New
WEC
79
Winslow Evans & Crocker
Massachusetts
$8K +$6.13K +300 New
CAM
80
Cresset Asset Management
Illinois
$7K +$123 +6 +2%
AM
81
Ares Management
California
– -$2.72M -148,199 Closed
ACA
82
Anchor Capital Advisors
Massachusetts
– -$1.12M -60,783 Closed
Citadel Advisors
83
Citadel Advisors
Florida
– -$658K -35,786 Closed
Marshall Wace
84
Marshall Wace
United Kingdom
– -$556K -30,252 Closed
PI
85
PineBridge Investments
New York
– -$538K -29,240 Closed
TI
86
Trexquant Investment
Connecticut
– -$332K -18,074 Closed
OAM
87
Oxford Asset Management
United Kingdom
– -$228K -12,423 Closed
Millennium Management
88
Millennium Management
New York
– -$208K -11,302 Closed
Creative Planning
89
Creative Planning
Kansas
– -$184K -10,020 Closed
P8IP
90
Pier 88 Investment Partners
California
– -$29K -1,560 Closed
GWM
91
Geneos Wealth Management
Colorado
– -$16K -855 Closed
Barclays
92
Barclays
United Kingdom
– -$13K -700 Closed
1 2 3
4

GSBD Hedge Fund Activity: Q1 2019 in Review

78 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs BDC (GSBD) for Q1 2019, worth a combined $283M — up 6.1% from $267M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of GSBD and 9 opened new positions — a net loss of 4 holders — while 20 trimmed existing stakes and 34 added.

The largest buyer was Fort Washington Investment Advisors, opening a new position worth an estimated $6.58M. The largest seller was Ares Management, exiting entirely with an estimated $2.72M sold.

  • 78 institutional investors held Goldman Sachs BDC (GSBD) as of Q1 2019, down from 82 in Q4 2018.
  • Funds reported $283M of Goldman Sachs BDC stock for Q1 2019, up 6.1% quarter-over-quarter.
  • 9 funds opened new Goldman Sachs BDC positions in Q1 2019 and 13 closed out, a net change of -4 holders.
  • The largest Goldman Sachs BDC buyer in Q1 2019 was Fort Washington Investment Advisors, an estimated $6.58M added.
  • The largest Goldman Sachs BDC seller in Q1 2019 was Ares Management, an estimated $2.72M sold.

Based on aggregated 13F filings for Q1 2019.