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Goldman Sachs BDC
GSBD

Overview Fund Activity

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.

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
RFA
1
Radnor Financial Advisors
Pennsylvania
$4.16M
2
CG
2
Colony Group
Massachusetts
$3.13M
3
VanEck Associates
3
VanEck Associates
New York
$8.49M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$3.14M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.18M

Top Sellers

1
MC
1
Muzinich & Co
New York
$7.49M
2
CIBC World Market
2
CIBC World Market
Ontario, Canada
$7.65M
3
FWIA
3
Fort Washington Investment Advisors
Ohio
$5.09M
4
UBS Group
4
UBS Group
Switzerland
$13.3M
5
MF
5
Manchester Financial
California
$12.5M
Name Market Value Shares Shares
Change 		Shares
Change %
BAM
76
Belpointe Asset Management
Nevada
$171K 8,037 +8,037 New
AG
77
Advisor Group
Arizona
$97K 4,561 +929 +26%
HCM
78
Highlander Capital Management
New Jersey
$74K 3,500 – –
ACM
79
Anfield Capital Management
California
$69K 3,300 +3,300 New
FC
80
FORA Capital
Florida
$61K 2,874 +2,874 New
S
81
SignatureFD
Georgia
$54K 2,556 +2,556 New
CFGS
82
Concourse Financial Group Securities
Alabama
$48K 2,213 +2,213 New
LWS
83
Lucia Wealth Services
California
$43K 2,000 – –
SIS
84
Sound Income Strategies
Florida
$33K 1,530 – –
ASN
85
Advisory Services Network
Georgia
$28K 1,300 +500 +63%
HWA
86
Heritage Wealth Advisors
Virginia
$25.3K 1,190 – –
KPW
87
Kore Private Wealth
New York
$24K 1,135 +1,135 New
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$23K 1,100 +1,100 New
FCA
89
FinTrust Capital Advisors
South Carolina
$20K 935 – –
William Blair & Company
90
William Blair & Company
Illinois
$15K 700 +700 New
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$10K 500 – –
WEC
92
Winslow Evans & Crocker
Massachusetts
$10K 450 – –
PA
93
PSI Advisors
Florida
$10K 500 +500 New
TI
94
tru Independence
Oregon
$6K 500 +500 New
JSC
95
Jackson Square Capital
California
$3K 142 +142 New
FWM
96
Focused Wealth Management
New York
$2K 110 – –
ME
97
McIlrath & Eck
Washington
$2K 110 +110 New
Deutsche Bank
98
Deutsche Bank
Germany
$1K 51 -149 -75%
APA
99
American Portfolios Advisors
New York
$745 35 – –
KCPG
100
Kavar Capital Partners Group
Kansas
– – -25,900 Closed
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4
5