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Goldman Sachs BDC

100 hedge funds and large institutions have $170M invested in Goldman Sachs BDC in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

3% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 32

0% more funds holding

Funds holding: 100100 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.32% less ownership

Funds ownership: 35.48%34.16% (-1.3%)

44% less capital invested

Capital invested by funds: $304M → $170M (-$134M)

Holders
100
Holders Change
Holders Change %
0%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
33
Reduced
32
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$1.02M +$1.37M +72,584 +732%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$947K +$519K +27,456 +56%
MCM
28
Monument Capital Management
Virginia
$895K +$265K +14,047 +24%
PAG
29
Private Advisor Group
New Jersey
$849K -$600K -31,729 -32%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$752K +$323K +17,100 +39%
QPWM
31
Quadrant Private Wealth Management
Pennsylvania
$739K +$699K +36,981 +161%
SIAP
32
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$719K -$230K -12,151 -17%
NEAM
33
New England Asset Management
Connecticut
$684K
JCM
34
Jag Capital Management
Missouri
$683K -$282K -14,900 -21%
JP Morgan Chase
35
JP Morgan Chase
New York
$667K -$28.3K -1,500 -3%
RCM
36
Radcliffe Capital Management
Pennsylvania
$640K +$981K +51,912 New
Invesco
37
Invesco
Georgia
$550K -$505K -26,703 -37%
Creative Planning
38
Creative Planning
Kansas
$527K +$2.21K +117 +0.3%
Mackenzie Financial
39
Mackenzie Financial
Ontario, Canada
$496K -$2.03M -107,336 -73%
IWM
40
IHT Wealth Management
Illinois
$358K +$122K +6,467 +29%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$347K -$600K -31,737 -53%
MML Investors Services
42
MML Investors Services
Massachusetts
$347K +$133K +7,014 +33%
SWP
43
Stratos Wealth Partners
Ohio
$336K -$803K -42,472 -61%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$331K +$103K +5,461 +26%
RIG
45
Roosevelt Investment Group
New York
$320K +$490K +25,957 New
Bank of America
46
Bank of America
North Carolina
$307K -$61.6K -3,258 -12%
Osaic Holdings
47
Osaic Holdings
Arizona
$304K +$466K +24,651 New
CIBC World Market
48
CIBC World Market
Ontario, Canada
$302K -$6.33M -334,831 -93%
JMPWA
49
JP Morgan Private Wealth Advisors
California
$298K
DTL
50
Dynamic Technology Lab
Singapore
$289K +$205K +10,833 +86%