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Goldman Sachs BDC

80 hedge funds and large institutions have $286M invested in Goldman Sachs BDC in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

13% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 23

5% more funds holding

Funds holding: 7680 (+4)

1% more capital invested

Capital invested by funds: $282M → $286M (+$4.1M)

0.08% more ownership

Funds ownership: 35.17%35.24% (+0.08%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
80
Holders Change
+4
Holders Change %
+5.26%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
26
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
51
Ladenburg Thalmann Financial Services
Florida
$314K +$16.1K +807 +5%
1IA
52
1834 Investment Advisors
Wisconsin
$283K
RIL
53
Rothschild Investment LLC
Illinois
$273K
QPWM
54
Quadrant Private Wealth Management
Pennsylvania
$255K +$253K +12,674 New
Citigroup
55
Citigroup
New York
$250K +$27.2K +1,362 +12%
CAN
56
Cetera Advisor Networks
California
$246K +$21.9K +1,096 +10%
JA
57
JOYN Advisors
Georgia
$241K
Citadel Advisors
58
Citadel Advisors
Florida
$233K +$232K +11,615 New
KA
59
Kovack Advisors
Florida
$219K
JP Morgan Chase
60
JP Morgan Chase
New York
$203K -$120K -6,000 -37%
TG
61
TCW Group
California
$201K +$200K +10,000 New
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$161K
Victory Capital Management
63
Victory Capital Management
Texas
$146K +$145K +7,243 New
OIA
64
Optimum Investment Advisors
Illinois
$78K +$77.3K +3,867 New
AG
65
Advisor Group
Arizona
$73K -$3.28K -164 -4%
HCM
66
Highlander Capital Management
New Jersey
$70K
LWS
67
Lucia Wealth Services
California
$40K
SIS
68
Sound Income Strategies
Florida
$31K
HWA
69
Heritage Wealth Advisors
Virginia
$23K
TFS
70
TrustCore Financial Services
Tennessee
$22K +$21.5K +1,075 New
FCA
71
FinTrust Capital Advisors
South Carolina
$19K
ASN
72
Advisory Services Network
Georgia
$16K
TRCT
73
Tower Research Capital (TRC)
New York
$10K -$8.31K -416 -45%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$10K
WEC
75
Winslow Evans & Crocker
Massachusetts
$10K +$3K +150 +50%