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Goldman Sachs BDC
GSBD

100 hedge funds and large institutions have $304M invested in Goldman Sachs BDC in 2019 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 7

29% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 24

25% more funds holding

Funds holding: 80 → 100 (+20)

7% more capital invested

Capital invested by funds: $286M → $304M (+$18.8M)

0.24% more ownership

Funds ownership: 35.24% → 35.48% (+0.24%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
100
Holders Change
+20
Holders Change %
+25%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
28
Increased
31
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CG
Colony Group
Massachusetts
+$3.03M
2
VanEck Associates
VanEck Associates
New York
+$1.51M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$1.42M
4
JP Morgan Chase
JP Morgan Chase
New York
+$940K
5
Morgan Stanley
Morgan Stanley
New York
+$773K

Top Sellers

1
MC
Muzinich & Co
New York
-$2.4M
2
CIBC World Market
CIBC World Market
Ontario, Canada
-$1.84M
3
FWIA
Fort Washington Investment Advisors
Ohio
-$1.66M
4
UBS Group
UBS Group
Switzerland
-$971K
5
MF
Manchester Financial
California
-$557K
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
76
Belpointe Asset Management
Nevada
$171K +$166K +8,037 New
AG
77
Advisor Group
Arizona
$97K +$19.2K +929 +26%
HCM
78
Highlander Capital Management
New Jersey
$74K – – –
ACM
79
Anfield Capital Management
California
$69K +$68.2K +3,300 New
FC
80
FORA Capital
Florida
$61K +$59.4K +2,874 New
S
81
SignatureFD
Georgia
$54K +$52.8K +2,556 New
CFGS
82
Concourse Financial Group Securities
Alabama
$48K +$45.7K +2,213 New
LWS
83
Lucia Wealth Services
California
$43K – – –
SIS
84
Sound Income Strategies
Florida
$33K – – –
ASN
85
Advisory Services Network
Georgia
$28K +$10.3K +500 +63%
HWA
86
Heritage Wealth Advisors
Virginia
$25.3K – – –
KPW
87
Kore Private Wealth
New York
$24K +$23.4K +1,135 New
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$23K +$22.7K +1,100 New
FCA
89
FinTrust Capital Advisors
South Carolina
$20K – – –
William Blair & Company
90
William Blair & Company
Illinois
$15K +$14.5K +700 New
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
WEC
92
Winslow Evans & Crocker
Massachusetts
$10K – – –
PA
93
PSI Advisors
Florida
$10K +$10.3K +500 New
TI
94
tru Independence
Oregon
$6K +$10.3K +500 New
JSC
95
Jackson Square Capital
California
$3K +$2.93K +142 New
FWM
96
Focused Wealth Management
New York
$2K – – –
ME
97
McIlrath & Eck
Washington
$2K +$2.27K +110 New
Deutsche Bank
98
Deutsche Bank
Germany
$1K -$3.08K -149 -75%
APA
99
American Portfolios Advisors
New York
$745 – – –
KCPG
100
Kavar Capital Partners Group
Kansas
– -$520K -25,900 Closed
1 2 3
4
5

GSBD Hedge Fund Activity: Q4 2019 in Review

100 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs BDC (GSBD) for Q4 2019, worth a combined $304M — up 6.6% from $286M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new GSBD positions and 7 closed out — a net gain of 21 holders — while 31 added to existing stakes and 24 trimmed.

The largest buyer was Colony Group, opening a new position worth an estimated $3.03M. The largest seller was Muzinich & Co, cutting an estimated $2.4M.

  • 100 institutional investors held Goldman Sachs BDC (GSBD) as of Q4 2019, up from 80 in Q3 2019.
  • Funds reported $304M of Goldman Sachs BDC stock for Q4 2019, up 6.6% quarter-over-quarter.
  • 28 funds opened new Goldman Sachs BDC positions in Q4 2019 and 7 closed out, a net change of +21 holders.
  • The largest Goldman Sachs BDC buyer in Q4 2019 was Colony Group, an estimated $3.03M added.
  • The largest Goldman Sachs BDC seller in Q4 2019 was Muzinich & Co, an estimated $2.4M sold.

Based on aggregated 13F filings for Q4 2019.