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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
VEA
76
Virtus ETF Advisers
New York
$656K -$51.8K -2,731 -7%
FFA
77
First Foundation Advisors
California
$653K +$25.9K +1,364 +4%
MML Investors Services
78
MML Investors Services
Massachusetts
$606K -$23.8K -1,256 -4%
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$587K -$80.3K -4,230 -12%
NHC
80
Nicholas Hoffman & Company
Georgia
$572K +$35.3K +1,863 +7%
SCA
81
Snowden Capital Advisors
New York
$568K
SFP
82
Sweet Financial Partners
Minnesota
$567K +$561K +29,580 New
OWM
83
Olympus Wealth Management
Utah
$567K +$561K +29,585 New
DE
84
Day & Ennis
Georgia
$566K
EW
85
Evoke Wealth
California
$549K -$13.3K -700 -2%
Jane Street
86
Jane Street
New York
$539K +$534K +28,118 New
KCPG
87
Kavar Capital Partners Group
Kansas
$529K -$19K -1,000 -3%
Lido Advisors
88
Lido Advisors
California
$524K
CWM
89
Circle Wealth Management
New Jersey
$515K +$81.8K +4,311 +19%
DA
90
Doliver Advisors
Texas
$497K -$11.1K -585 -2%
JMPWA
91
JP Morgan Private Wealth Advisors
California
$461K
SWP
92
Strategic Wealth Partners
Ohio
$458K +$454K +23,903 New
GT
93
Greenleaf Trust
Michigan
$453K
AA
94
Ancora Advisors
Ohio
$452K
C
95
Certuity
Florida
$451K
BRWA
96
B. Riley Wealth Advisors
Florida
$449K +$246K +12,981 +125%
CG
97
Clarus Group
Texas
$446K
Mariner
98
Mariner
Kansas
$446K +$442K +23,300 New
FCM
99
Fourpath Capital Management
Oklahoma
$440K +$435K +22,947 New
RJT
100
Raymond James Trust
Florida
$431K +$427K +22,498 New