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Goldman Sachs BDC
GSBD

76 hedge funds and large institutions have $282M invested in Goldman Sachs BDC in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.14% less ownership

Funds ownership: 35.31% → 35.17% (-0.14%)

1% less capital invested

Capital invested by funds: $283M → $282M (-$1.87M)

3% less funds holding

Funds holding: 78 → 76 (-2)

16% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 25

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
76
Holders Change
-2
Holders Change %
-2.56%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
9
Increased
21
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VEA
Virtus ETF Advisers
New York
+$3.52M
2
PAG
Private Advisor Group
New Jersey
+$2.13M
3
GI
Glovista Investments
New Jersey
+$1.4M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$1.01M
5
JCM
Jag Capital Management
Missouri
+$994K

Top Sellers

Rank Fund Capital Flow
1
TYCC
Texas Yale Capital Corp
Florida
-$3.07M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$1.31M
3
AR
Advisory Research
Illinois
-$1.25M
4
SMDAM
Sumitomo Mitsui DS Asset Management
Japan
-$1.14M
5
Invesco
Invesco
Georgia
-$1.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
WEC
76
Winslow Evans & Crocker
Massachusetts
$6K – – –
Barclays
77
Barclays
United Kingdom
$4K +$4.36K +216 New
APA
78
American Portfolios Advisors
New York
$688 -$12.2K -605 -95%
AR
79
Advisory Research
Illinois
– -$1.25M -60,758 Closed
SMDAM
80
Sumitomo Mitsui DS Asset Management
Japan
– -$1.14M -55,593 Closed
CWM
81
CCG Wealth Management
California
– -$642K -31,253 Closed
KCPG
82
Kavar Capital Partners Group
Kansas
– -$511K -24,900 Closed
TG
83
TCW Group
California
– -$279K -13,600 Closed
Brown Advisory
84
Brown Advisory
Maryland
– -$205K -9,965 Closed
WS
85
Wedbush Securities
California
– -$204K -9,918 Closed
SWM
86
SeaCrest Wealth Management
New York
– -$102K -4,950 Closed
KPW
87
Kore Private Wealth
New York
– -$24K -1,135 Closed
CAM
88
Cresset Asset Management
Illinois
– -$7K -321 Closed
SCM
89
Shelton Capital Management
Colorado
– -$11.7K -240 Closed
1 2 3
4

GSBD Hedge Fund Activity: Q2 2019 in Review

76 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs BDC (GSBD) for Q2 2019, worth a combined $282M — down 0.66% from $283M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of GSBD and 9 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 21 added.

The largest buyer was Virtus ETF Advisers, opening a new position worth an estimated $3.52M. The largest seller was Texas Yale Capital Corp, cutting an estimated $3.07M.

  • 76 institutional investors held Goldman Sachs BDC (GSBD) as of Q2 2019, down from 78 in Q1 2019.
  • Funds reported $282M of Goldman Sachs BDC stock for Q2 2019, down 0.66% quarter-over-quarter.
  • 9 funds opened new Goldman Sachs BDC positions in Q2 2019 and 11 closed out, a net change of -2 holders.
  • The largest Goldman Sachs BDC buyer in Q2 2019 was Virtus ETF Advisers, an estimated $3.52M added.
  • The largest Goldman Sachs BDC seller in Q2 2019 was Texas Yale Capital Corp, an estimated $3.07M sold.

Based on aggregated 13F filings for Q2 2019.