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Goldman Sachs BDC
GSBD

Overview Fund Activity

75 hedge funds and large institutions have $320M invested in Goldman Sachs BDC in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 9 closing their positions.

Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
1.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
25
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$18.5M
2
C
2
Cliffwater
California
$1.68M
3
MGAM
3
McGowan Group Asset Management
Texas
$1.27M
4
MCM
4
Monument Capital Management
Virginia
$1.26M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$6.76M

Top Sellers

1
MC
1
Muzinich & Co
New York
$26M
2
AR
2
Advisory Research
Illinois
$3.06M
3
SMDAM
3
Sumitomo Mitsui DS Asset Management
Japan
$2.92M
4
PAG
4
Private Advisor Group
New Jersey
$2.49M
5
SWP
5
Stratos Wealth Partners
Ohio
$3.63M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$144M 6,483,653 – –
MC
2
Muzinich & Co
New York
$26M 1,173,491 -257,724 -18%
UBS Group
3
UBS Group
Switzerland
$19.1M 860,475 -56,069 -6%
Morgan Stanley
4
Morgan Stanley
New York
$18.5M 835,828 +131,109 +19%
GC
5
Guggenheim Capital
Illinois
$9.11M 410,695 -16,065 -4%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$8.78M 396,000 +31,500 +9%
FWIA
7
Fort Washington Investment Advisors
Ohio
$6.85M 308,985 – –
CIBC World Market
8
CIBC World Market
Ontario, Canada
$6.76M 304,940 +54,540 +22%
VanEck Associates
9
VanEck Associates
New York
$5.78M 260,649 +4,460 +2%
BlackRock
10
BlackRock
New York
$5.66M 255,384 +19,480 +8%
ACM
11
Azimuth Capital Management
Michigan
$3.86M 174,075 +28,840 +20%
CIM
12
Confluence Investment Management
Missouri
$3.83M 172,574 +22,046 +15%
MCM
13
McKinley Capital Management
Alaska
$3.77M 170,118 +4,226 +3%
SWP
14
Stratos Wealth Partners
Ohio
$3.63M 163,681 -69,087 -30%
Wells Fargo
15
Wells Fargo
California
$3.48M 156,997 +14,613 +10%
HCM
16
Harvest Capital Management
New Hampshire
$3.34M 150,645 -760 -0.5%
BC
17
Barnett & Company
Tennessee
– – – –
Bank of America
18
Bank of America
North Carolina
$3.07M 138,313 -68,736 -33%
AR
19
Advisory Research
Illinois
$3.06M 137,741 -133,539 -49%
SMDAM
20
Sumitomo Mitsui DS Asset Management
Japan
$2.92M 131,775 -129,104 -49%
Legal & General Group
21
Legal & General Group
United Kingdom
$2.77M 124,212 +10,367 +9%
TYCC
22
Texas Yale Capital Corp
Florida
$2.55M 114,733 -4,757 -4%
PAG
23
Private Advisor Group
New Jersey
$2.49M 114,438 -108,310 -49%
SIAP
24
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.88M 84,600 +4,350 +5%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.77M 79,848 +951 +1%
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