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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
JMPWA
51
JP Morgan Private Wealth Advisors
California
$418K -$4.98K -290 -1%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$415K +$10.6K +617 +3%
RCA
53
Rowland Carmichael Advisors
Arizona
$407K +$365K +21,265 New
VEA
54
Virtus ETF Advisers
New York
$402K -$124K -7,205 -26%
CWM
55
CCG Wealth Management
California
$397K +$356K +20,747 New
CC
56
Claybrook Capital
Massachusetts
$382K +$344K +20,000 New
AIM
57
Aigen Investment Management
New York
$354K -$25.9K -1,507 -8%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$350K +$314K +18,307 New
TC
59
TownSquare Capital
Utah
$339K +$305K +17,739 New
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$333K +$299K +17,427 New
AI
61
Atom Investors
Texas
$331K +$83K +4,833 +39%
LWM
62
Laidlaw Wealth Management
New York
$330K -$19.4K -1,128 -6%
Canada Life
63
Canada Life
Manitoba, Canada
$318K +$17.3K +1,008 +6%
LPL Financial
64
LPL Financial
California
$315K +$104K +6,072 +58%
RIA
65
Regal Investment Advisors
Michigan
$314K +$282K +16,400 New
NHC
66
Nicholas Hoffman & Company
Georgia
$287K +$258K +15,034 New
TCA
67
Transcend Capital Advisors
New Jersey
$277K
AWA
68
Arkadios Wealth Advisors
Georgia
$277K +$250K +14,535 New
1IA
69
1834 Investment Advisors
Wisconsin
$272K +$72.1K +4,200 +42%
HighTower Advisors
70
HighTower Advisors
Illinois
$266K +$25.5K +1,486 +12%
Citigroup
71
Citigroup
New York
$264K -$6.41K -373 -3%
RIL
72
Rothschild Investment LLC
Illinois
$260K
CCM
73
Canal Capital Management
Virginia
$259K +$233K +13,571 New
1832 Asset Management
74
1832 Asset Management
Ontario, Canada
$230K +$206K +12,000 New
KA
75
Kovack Advisors
Florida
$228K