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Goldman Sachs BDC

189 hedge funds and large institutions have $426M invested in Goldman Sachs BDC in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 62 increasing their positions, 50 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

777% more call options, than puts

Call options by funds: $4.05M | Put options by funds: $462K

24% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 50

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.25% less ownership

Funds ownership: 29.12%28.87% (-0.25%)

5% less funds holding

Funds holding: 198189 (-9)

15% less capital invested

Capital invested by funds: $499M → $426M (-$72.4M)

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

Holders
189
Holders Change
-9
Holders Change %
-4.55%
% of All Funds
3.26%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
15
Increased
62
Reduced
50
Closed
20
Calls
$4.05M
Puts
$462K
Net Calls
+$3.59M
Net Calls Change
+$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
26
McKinley Capital Management
Alaska
$3.5M -$102K -6,021 -2%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$3.44M -$2.03M -120,096 -34%
GLA
28
Great Lakes Advisors
Illinois
$3.43M
MWM
29
Meridian Wealth Management
Kentucky
$3.21M +$122K +7,197 +3%
Cerity Partners
30
Cerity Partners
New York
$2.96M +$69.7K +4,120 +2%
CIM
31
Confluence Investment Management
Missouri
$2.88M -$25.4K -1,499 -0.7%
ACIM
32
Azimuth Capital Investment Management
Michigan
$2.63M -$1.4M -82,500 -31%
UBS Group
33
UBS Group
Switzerland
$2.49M -$1.04M -61,718 -26%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$2.47M +$854K +50,469 +42%
TYCC
35
Texas Yale Capital Corp
Florida
$2.17M -$177K -10,476 -7%
SPIA
36
Steward Partners Investment Advisory
New York
$1.96M +$114K +6,727 +5%
QWM
37
QP Wealth Management
New Jersey
$1.87M -$33.8K -2,000 -2%
HWM
38
HB Wealth Management
Georgia
$1.77M +$1.68M +99,491 +431%
AWM
39
Axxcess Wealth Management
California
$1.77M -$148K -8,768 -7%
Canada Life
40
Canada Life
Manitoba, Canada
$1.74M -$48.6K -2,874 -2%
SAM
41
Shikiar Asset Management
New York
$1.74M +$28.3K +1,675 +1%
AAM
42
Advisors Asset Management
Colorado
$1.67M +$191K +11,314 +11%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$1.62M +$1.89M +111,918 New
KIA
44
Kraematon Investment Advisors
Massachusetts
$1.45M +$37.2K +2,201 +2%
BCM
45
Brookstone Capital Management
Illinois
$1.43M -$16.5K -976 -1%
WPIC
46
White Pine Investment Company
Michigan
$1.41M -$67.7K -4,000 -4%
CCM
47
Cohen Capital Management
California
$1.29M
LPL Financial
48
LPL Financial
California
$1.26M -$18.4K -1,088 -1%
PA
49
Parallel Advisors
California
$1.12M -$25.4K -1,500 -2%
CMS
50
Capital Market Strategies
Florida
$1.07M