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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
AGP
51
Autumn Glory Partners
Texas
$1M
VCM
52
Versant Capital Management
Arizona
$973K
HG
53
Herbst Group
Connecticut
$954K +$19.5K +1,150 +2%
CF
54
Centaurus Financial
California
$927K -$15.3K -907 -1%
OWM
55
Olympus Wealth Management
Utah
$856K +$502K +29,652 +100%
C
56
Certuity
Florida
$837K
RCM
57
Rivernorth Capital Management
Florida
$827K +$968K +57,200 New
IWM
58
IHT Wealth Management
Illinois
$822K +$25.9K +1,530 +3%
CG
59
Colony Group
Massachusetts
$767K -$102K -6,014 -10%
Qube Research & Technologies (QRT)
60
Qube Research & Technologies (QRT)
United Kingdom
$709K +$115K +6,822 +16%
MHS
61
M Holdings Securities
Oregon
$705K +$426K +25,187 +107%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$694K +$812K +48,000 New
CC
63
Claybrook Capital
Massachusetts
$682K
PAG
64
Private Advisor Group
New Jersey
$681K -$200K -11,831 -20%
Northern Trust
65
Northern Trust
Illinois
$667K +$107K +6,351 +16%
AWM
66
Apollon Wealth Management
South Carolina
$666K +$90.7K +5,360 +13%
AWA
67
Arkadios Wealth Advisors
Georgia
$643K +$50.2K +2,968 +7%
IA
68
IFP Advisors
Florida
$637K +$6.33K +374 +1%
RJT
69
Raymond James Trust
Florida
$627K +$111K +6,543 +18%
SI
70
Stephens Inc
Arkansas
$619K -$167K -9,865 -19%
GA
71
GraniteShares Advisors
New York
$581K -$8.12K -480 -1%
BWP
72
Baldwin Wealth Partners
Massachusetts
$540K
RIG
73
Roosevelt Investment Group
New York
$508K -$8.29K -490 -1%
Bank of America
74
Bank of America
North Carolina
$499K +$113K +6,684 +24%
NHC
75
Nicholas Hoffman & Company
Georgia
$495K +$35.9K +2,121 +7%