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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
CWM
76
Circle Wealth Management
New Jersey
$483K +$104K +6,142 +23%
MCM
77
Monument Capital Management
Virginia
$463K -$47.8K -2,826 -8%
OC
78
Oppenheimer & Co
New York
$463K +$101K +5,979 +23%
HCP
79
Hexagon Capital Partners
Arkansas
$448K +$26.2K +1,551 +5%
Mackenzie Financial
80
Mackenzie Financial
Ontario, Canada
$439K -$180K -10,659 -26%
VEA
81
Virtus ETF Advisers
New York
$437K -$102K -6,011 -17%
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$433K -$457 -27 -0.1%
SCA
83
Snowden Capital Advisors
New York
$428K
DE
84
Day & Ennis
Georgia
$427K
SFP
85
Sweet Financial Partners
Minnesota
$427K
Mariner
86
Mariner
Kansas
$425K
EW
87
Evoke Wealth
California
$417K
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$415K +$255K +15,067 +110%
MML Investors Services
89
MML Investors Services
Massachusetts
$409K -$28.5K -1,686 -6%
EH
90
Equitable Holdings
New York
$405K +$474K +28,044 New
Lido Advisors
91
Lido Advisors
California
$395K
GI
92
GAMCO Investors
Connecticut
$371K
BRWA
93
B. Riley Wealth Advisors
Florida
$354K +$9.19K +543 +2%
Citadel Advisors
94
Citadel Advisors
Florida
$351K +$410K +24,258 New
JMPWA
95
JP Morgan Private Wealth Advisors
California
$348K
GT
96
Greenleaf Trust
Michigan
$342K
AA
97
Ancora Advisors
Ohio
$341K
FCM
98
Fourpath Capital Management
Oklahoma
$333K +$812 +48 +0.2%
GTCM
99
Gyon Technologies Capital Management
New Jersey
$324K +$93.2K +5,510 +33%
RWA
100
Rainsberger Wealth Advisors
Colorado
$321K +$16.4K +972 +5%