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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
OIA
76
Optimum Investment Advisors
Illinois
$111K +$2.68K +142 +2%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$92K -$37.8K -2,000 -20%
LWS
78
Lucia Wealth Services
California
$74K +$75.6K +4,000 +200%
HCM
79
Highlander Capital Management
New Jersey
$70K +$40.6K +2,150 +61%
AIM
80
Aigen Investment Management
New York
$58K +$88.6K +4,691 New
ASN
81
Advisory Services Network
Georgia
$43K +$41.6K +2,202 +169%
CAN
82
Claraphi Advisory Network
United States
$27K +$41.9K +2,218 New
WT
83
Washington Trust
Rhode Island
$25K +$37.8K +2,000 New
SIS
84
Sound Income Strategies
Florida
$19K
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$18K +$7.43K +393 +36%
William Blair & Company
86
William Blair & Company
Illinois
$17K +$13.2K +700 +100%
CFGS
87
Concourse Financial Group Securities
Alabama
$15K -$19.1K -1,013 -46%
HWA
88
Heritage Wealth Advisors
Virginia
$14.7K
KPW
89
Kore Private Wealth
New York
$14K
FCA
90
FinTrust Capital Advisors
South Carolina
$12K
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$10K
BCM
92
Blume Capital Management
California
$4K +$6.61K +350 New
WEC
93
Winslow Evans & Crocker
Massachusetts
$2K -$5.67K -300 -67%
JSC
94
Jackson Square Capital
California
$2K
AIC
95
Ameritas Investment Company
Nebraska
$2K +$3.78K +200 New
FWM
96
Focused Wealth Management
New York
$1K
ME
97
McIlrath & Eck
Washington
$1K
APA
98
American Portfolios Advisors
New York
$432
TI
99
tru Independence
Oregon
$6
GI
100
Glovista Investments
New Jersey
-$1.16M -54,368 Closed