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Goldman Sachs BDC
GSBD

Overview Fund Activity

82 hedge funds and large institutions have $267M invested in Goldman Sachs BDC in 2018 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 24 reducing their positions, and 15 closing their positions.

Holders
82
Holders Change
-1
Holders Change %
-1.2%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
31
Reduced
24
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MF
1
Manchester Financial
California
$11.7M
2
UBS Group
2
UBS Group
Switzerland
$12.9M
3
CIM
3
Confluence Investment Management
Missouri
$5.12M
4
AM
4
Ares Management
California
$2.72M
5
Wells Fargo
5
Wells Fargo
California
$2.2M

Top Sellers

1
FWIA
1
Fort Washington Investment Advisors
Ohio
$5.92M
2
CS
2
Credit Suisse
Switzerland
$0
3
PGH
3
Partners Group Holding
Switzerland
$0
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$147K
5
ACM
5
Azimuth Capital Management
Michigan
$1.41M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$119M 6,483,653 – –
Morgan Stanley
2
Morgan Stanley
New York
$15.2M 824,789 -18,795 -2%
UBS Group
3
UBS Group
Switzerland
$12.9M 701,853 +196,503 +39%
MF
4
Manchester Financial
California
$11.7M 638,101 +638,101 New
MC
5
Muzinich & Co
New York
$11M 596,012 +14,262 +2%
CIBC World Market
6
CIBC World Market
Ontario, Canada
$8.39M 456,295 +17,386 +4%
CFG
7
CNO Financial Group
Indiana
$6.58M 358,185 – –
FWIA
8
Fort Washington Investment Advisors
Ohio
– – -287,322 Closed
CIM
9
Confluence Investment Management
Missouri
$5.12M 278,354 +106,436 +62%
VanEck Associates
10
VanEck Associates
New York
$5M 272,197 -6,943 -2%
GC
11
Guggenheim Capital
Illinois
$4.48M 243,773 -56,025 -19%
Legal & General Group
12
Legal & General Group
United Kingdom
$3.42M 185,581 +22,375 +14%
MCM
13
McKinley Capital Management
Alaska
$3.41M 185,639 +5,975 +3%
BlackRock
14
BlackRock
New York
$3.36M 182,779 -10,165 -5%
TYCC
15
Texas Yale Capital Corp
Florida
$2.82M 153,133 +16,078 +12%
HCM
16
Harvest Capital Management
New Hampshire
$2.81M 152,625 -6,263 -4%
AM
17
Ares Management
California
$2.72M 148,199 +88,229 +147%
C
18
Cliffwater
California
$2.53M 137,533 +2,513 +2%
Invesco
19
Invesco
Georgia
$2.38M 129,680 +11,878 +10%
BC
20
Barnett & Company
Tennessee
– – – –
Wells Fargo
21
Wells Fargo
California
$2.2M 119,736 +54,724 +84%
CIBC Private Wealth Group
22
CIBC Private Wealth Group
Georgia
$2.09M 113,658 +11,276 +11%
PAG
23
Private Advisor Group
New Jersey
$1.95M 106,271 -59,458 -36%
SWP
24
Stratos Wealth Partners
Ohio
$1.86M 101,223 -53,570 -35%
SIAP
25
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.66M 90,439 +339 +0.4%
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