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Goldman Sachs BDC
GSBD

Overview Fund Activity

68 hedge funds and large institutions have $304M invested in Goldman Sachs BDC in 2016 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 11 reducing their positions, and 8 closing their positions.

Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
1.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
34
Reduced
11
Closed
8
Calls
$426K
Puts
–
Net Calls
+$426K
Net Calls Change
+$426K

Top Buyers

1
MC
1
Muzinich & Co
New York
$21.9M
2
AR
2
Advisory Research
Illinois
$4.67M
3
ACM
3
Azimuth Capital Management
Michigan
$2.48M
4
SMDAM
4
Sumitomo Mitsui DS Asset Management
Japan
$4.37M
5
GC
5
Guggenheim Capital
Illinois
$6.31M

Top Sellers

1
AM
1
Ares Management
California
$0
2
YMRC
2
Yorktown Management & Research Company
Virginia
$5.65M
3
WFI
3
West Family Investments
California
$1.5M
4
SP
4
Steelhead Partners
Washington
$0
5
SWP
5
Stratos Wealth Partners
Ohio
$5.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$152M 6,483,653 – –
MC
2
Muzinich & Co
New York
$21.9M 930,118 +274,311 +42%
Morgan Stanley
3
Morgan Stanley
New York
$16.6M 706,292 -14,335 -2%
UBS Group
4
UBS Group
Switzerland
$15.5M 659,549 +56,121 +9%
GC
5
Guggenheim Capital
Illinois
$6.31M 268,429 +96,988 +57%
SWP
6
Stratos Wealth Partners
Ohio
$5.9M 250,772 -19,141 -7%
BG
7
BlackRock Group
United Kingdom
$5.84M 248,282 +70,554 +40%
YMRC
8
Yorktown Management & Research Company
Virginia
$5.65M 240,000 -135,600 -36%
FWIA
9
Fort Washington Investment Advisors
Ohio
$5.38M 228,620 – –
AR
10
Advisory Research
Illinois
$4.67M 198,640 +107,791 +119%
SMDAM
11
Sumitomo Mitsui DS Asset Management
Japan
$4.37M 185,915 +104,470 +128%
VanEck Associates
12
VanEck Associates
New York
$4.15M 176,577 +31,419 +22%
MCM
13
McKinley Capital Management
Alaska
$3.85M 163,651 +5,552 +4%
CIM
14
Confluence Investment Management
Missouri
$3.24M 137,638 +8,959 +7%
Wells Fargo
15
Wells Fargo
California
$3.08M 131,115 +21,000 +19%
Bank of America
16
Bank of America
North Carolina
$2.55M 108,236 +148 +0.1%
CIBC World Market
17
CIBC World Market
Ontario, Canada
$2.52M 107,124 +35,479 +50%
ACM
18
Azimuth Capital Management
Michigan
$2.48M 105,400 +105,400 New
HCM
19
Harvest Capital Management
New Hampshire
$2.28M 96,984 – –
TYCC
20
Texas Yale Capital Corp
Florida
$2.25M 95,705 +18,715 +24%
Legal & General Group
21
Legal & General Group
United Kingdom
$1.94M 82,475 +1,715 +2%
AAM
22
Advisors Asset Management
Colorado
$1.9M 80,854 +31,108 +63%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.83M 77,940 -466 -0.6%
ACA
24
Anchor Capital Advisors
Massachusetts
$1.83M 77,674 +5,263 +7%
LPL Financial
25
LPL Financial
California
$1.74M 74,677 +11,190 +18%
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