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Goldman Sachs BDC
GSBD

Overview Fund Activity

109 hedge funds and large institutions have $315M invested in Goldman Sachs BDC in 2020 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 12 closing their positions.

Holders
109
Holders Change
+18
Holders Change %
+19.78%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
32
Increased
29
Reduced
26
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$17.8M
2
Invesco
2
Invesco
Georgia
$10.2M
3
VanEck Associates
3
VanEck Associates
New York
$14.5M
4
Legal & General Group
4
Legal & General Group
United Kingdom
$9.75M
5
William Blair & Company
5
William Blair & Company
Illinois
$3.62M

Top Sellers

1
MF
1
Manchester Financial
California
$119K
2
CG
2
Colony Group
Massachusetts
$1.9M
3
Sumitomo Mitsui Trust Group
3
Sumitomo Mitsui Trust Group
Japan
$4.92M
4
MC
4
Muzinich & Co
New York
$5.09M
5
QPWM
5
Quadrant Private Wealth Management
Pennsylvania
$227K
Name Market Value Shares Shares
Change 		Shares
Change %
SWP
76
Strategic Wealth Partners
Ohio
$228K 11,901 +11,901 New
QPWM
77
Quadrant Private Wealth Management
Pennsylvania
$227K 11,876 -43,576 -79%
FWM
78
Foresight Wealth Management
Utah
$227K 11,861 +11,861 New
CWM
79
Concentrum Wealth Management
California
$226K 11,802 +11,802 New
VF
80
Virtu Financial
New York
$219K 11,440 +11,440 New
Acadian Asset Management
81
Acadian Asset Management
Massachusetts
$215K 11,279 – –
BAM
82
Belpointe Asset Management
Nevada
$197K 10,329 – –
Jane Street
83
Jane Street
New York
$194K 10,167 +10,167 New
PWA
84
Physician Wealth Advisors
Utah
$189K 10,489 – –
CF
85
Centaurus Financial
California
$184K 9,608 +500 +5%
OIA
86
Optimum Investment Advisors
Illinois
$166K 8,700 -136 -2%
MF
87
Manchester Financial
California
$119K 6,223 -227,876 -97%
HCM
88
Highlander Capital Management
New Jersey
$105K 5,500 – –
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$74K 4,000 – –
FIA
90
FNY Investment Advisers
New York
$74K 3,911 +3,911 New
BAM
91
Bellevue Asset Management
Washington
$64K 3,539 +3,539 New
JPMorgan Chase & Co
92
JPMorgan Chase & Co
New York
$57K 3,000 – –
MIM
93
Merrion Investment Management
New Jersey
$57K 3,000 +3,000 New
FC
94
FORA Capital
Florida
$57K 3,002 +3,002 New
ASN
95
Advisory Services Network
Georgia
$43K 2,225 -7,067 -76%
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$40K 2,110 +61 +3%
TRCT
97
Tower Research Capital (TRC)
New York
$26K 1,371 -2,720 -66%
SIS
98
Sound Income Strategies
Florida
$25K 1,293 -237 -15%
IAIM
99
International Assets Investment Management
Florida
$24K 1,264 +1,264 New
CFGS
100
Concourse Financial Group Securities
Alabama
$23K 1,200 – –
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4
5