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Goldman Sachs BDC

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.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

50% more capital invested

Capital invested by funds: $210M → $315M (+$105M)

20% more funds holding

Funds holding: 91109 (+18)

12% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 26

18.35% less ownership

Funds ownership: 34.58%16.23% (-18%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

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
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
26
Versant Capital Management
Arizona
$1.74M +$1.56M +90,882 New
CCM
27
Cohen Capital Management
California
$1.69M +$1.52M +88,516 New
Wells Fargo
28
Wells Fargo
California
$1.66M -$101K -5,889 -6%
Neuberger Berman Group
29
Neuberger Berman Group
New York
$1.55M +$1.4M +81,354 New
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$1.46M -$25.8K -1,500 -2%
PA
31
Parallel Advisors
California
$1.44M +$1.3M +75,416 New
Osaic Holdings
32
Osaic Holdings
Arizona
$1.37M +$244K +14,200 +25%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$1.27M -$1.53K -89 -0.1%
SPIA
34
Steward Partners Investment Advisory
New York
$1.24M -$279K -16,265 -20%
Citadel Advisors
35
Citadel Advisors
Florida
$1.19M +$734K +42,711 +220%
LCWP
36
Legacy Capital Wealth Partners
Arkansas
$1.11M +$978K +56,912 New
NEAM
37
New England Asset Management
Connecticut
$1.06M
CWM
38
Centric Wealth Management
Illinois
$860K +$773K +45,000 New
IWM
39
IHT Wealth Management
Illinois
$817K +$21.6K +1,260 +3%
PAG
40
Private Advisor Group
New Jersey
$748K
AAM
41
Advisors Asset Management
Colorado
$723K +$185K +10,776 +40%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$700K +$5.98K +348 +1%
MCM
43
Monument Capital Management
Virginia
$628K +$377K +21,931 +201%
MML Investors Services
44
MML Investors Services
Massachusetts
$604K +$16.2K +946 +3%
KCPG
45
Kavar Capital Partners Group
Kansas
$528K
SIAP
46
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$481K -$80.5K -4,689 -16%
RIG
47
Roosevelt Investment Group
New York
$460K
Bank of America
48
Bank of America
North Carolina
$456K -$17.8K -1,038 -4%
BC
49
Barnett & Company
Tennessee
$448K
HB
50
Homrich & Berg
Georgia
$437K -$79.9K -4,649 -17%