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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
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$266K -$185K -9,803 -31%
IC
52
IEQ Capital
California
$237K -$28.2K -1,495 -7%
FWM
53
Frontier Wealth Management
Missouri
$225K +$142K +7,500 +70%
HighTower Advisors
54
HighTower Advisors
Illinois
$216K -$139K -7,351 -30%
LWM
55
Laidlaw Wealth Management
New York
$202K -$33.1K -1,752 -10%
CHAM
56
Clear Harbor Asset Management
Connecticut
$199K +$305K +16,151 New
Citigroup
57
Citigroup
New York
$194K +$36.5K +1,929 +14%
CSS
58
Cubist Systematic Strategies
Connecticut
$187K +$287K +15,190 New
LI
59
Leap Investments
Illinois
$185K +$283K +15,000 New
Mirae Asset Global Investments
60
Mirae Asset Global Investments
South Korea
$179K -$105K -5,561 -28%
Victory Capital Management
61
Victory Capital Management
Texas
$172K +$83K +4,392 +46%
RIL
62
Rothschild Investment LLC
Illinois
$168K
Acadian Asset Management
63
Acadian Asset Management
Massachusetts
$168K +$258K +13,636 New
Canada Life
64
Canada Life
Manitoba, Canada
$167K +$2.02K +107 +0.8%
JA
65
JOYN Advisors
Georgia
$159K
WRM
66
Weybosset Research & Management
Rhode Island
$158K +$257K +13,610 New
LPL Financial
67
LPL Financial
California
$157K +$241K +12,741 New
KA
68
Kovack Advisors
Florida
$153K
HB
69
Homrich & Berg
Georgia
$150K +$230K +12,170 New
Northern Trust
70
Northern Trust
Illinois
$147K +$40.4K +2,139 +22%
PWA
71
Physician Wealth Advisors
Utah
$143K +$199K +10,522 New
TRCT
72
Tower Research Capital (TRC)
New York
$132K +$203K +10,756 New
WS
73
Wedbush Securities
California
$129K -$586 -31 -0.3%
BAM
74
Belpointe Asset Management
Nevada
$115K +$24.3K +1,286 +16%
CF
75
Centaurus Financial
California
$112K -$29.6K -1,565 -15%