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Goldman Sachs BDC

185 hedge funds and large institutions have $524M invested in Goldman Sachs BDC in 2021 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 50 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 16

84% more call options, than puts

Call options by funds: $1.11M | Put options by funds: $601K

22% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 41

17% more funds holding

Funds holding: 158185 (+27)

5% more capital invested

Capital invested by funds: $499M → $524M (+$24.9M)

0.19% more ownership

Funds ownership: 26.67%26.86% (+0.19%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
185
Holders Change
+27
Holders Change %
+17.09%
% of All Funds
2.85%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
45
Increased
50
Reduced
41
Closed
16
Calls
$1.11M
Puts
$601K
Net Calls
+$506K
Net Calls Change
-$50K
Name Holding Trade Value Shares
Change
Change in
Stake
CMS
51
Capital Market Strategies
Florida
$1.44M +$1.42M +75,047 New
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$1.42M -$291K -15,317 -17%
Mackenzie Financial
53
Mackenzie Financial
Ontario, Canada
$1.36M +$2.81K +148 +0.2%
AWM
54
Apollon Wealth Management
South Carolina
$1.3M +$717K +37,808 +126%
VCM
55
Versant Capital Management
Arizona
$1.29M
HG
56
Herbst Group
Connecticut
$1.19M +$1.18M +62,300 New
KIA
57
Kraematon Investment Advisors
Massachusetts
$1.19M +$1.17M +61,892 New
LCWP
58
Legacy Capital Wealth Partners
Arkansas
$1.18M +$49.8K +2,623 +5%
IWM
59
IHT Wealth Management
Illinois
$1M +$15.4K +812 +2%
LPL Financial
60
LPL Financial
California
$1M +$48.5K +2,554 +5%
CC
61
Claybrook Capital
Massachusetts
$904K
PAG
62
Private Advisor Group
New Jersey
$903K -$93.8K -4,945 -9%
SI
63
Stephens Inc
Arkansas
$874K -$239K -12,594 -22%
AGP
64
Autumn Glory Partners
Texas
$853K +$844K +44,500 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
65
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$791K -$632K -33,300 -45%
GA
66
Greytown Advisors
Florida
$773K +$748K +39,431 New
FSA
67
Franklin Street Advisors
North Carolina
$760K
TC
68
TownSquare Capital
Utah
$753K -$96K -5,058 -11%
BWP
69
Baldwin Wealth Partners
Massachusetts
$736K -$15K -790 -2%
LFG
70
Larson Financial Group
Missouri
$724K +$717K +37,800 New
RIG
71
Roosevelt Investment Group
New York
$705K +$4.65K +245 +0.7%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$699K +$116K +6,134 +20%
MCM
73
Monument Capital Management
Virginia
$698K -$80K -4,214 -10%
GA
74
GraniteShares Advisors
New York
$690K +$684K +36,024 New
BCM
75
Brookstone Capital Management
Illinois
$661K +$166K +8,770 +35%