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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
DAS
101
Dynamic Advisor Solutions
Arizona
$320K -$55.7K -3,291 -13%
DA
102
Doliver Advisors
Texas
$320K +$141K +8,353 +61%
PWP
103
Private Wealth Partners
California
$318K +$372K +22,000 New
FSA
104
Franklin Street Advisors
North Carolina
$314K
Envestnet Asset Management
105
Envestnet Asset Management
Illinois
$311K -$39K -2,305 -10%
TC
106
TownSquare Capital
Utah
$309K +$75.5K +4,461 +26%
NA
107
NewEdge Advisors
Louisiana
$304K -$96.6K -5,712 -21%
AWM
108
AE Wealth Management
Kansas
$301K +$42.7K +2,526 +14%
CWM
109
CCG Wealth Management
California
$300K
WA
110
Wealth Architects
California
$298K
SWP
111
Strategic Wealth Partners
Ohio
$284K -$19K -1,121 -5%
ASN
112
Advisory Services Network
Georgia
$283K +$33.3K +1,967 +11%
MM
113
MQS Management
New York
$282K +$330K +19,507 New
SIAP
114
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$279K -$33.7K -1,989 -9%
RIL
115
Rothschild Investment LLC
Illinois
$279K +$88.4K +5,227 +37%
FFA
116
First Foundation Advisors
California
$268K
IFG
117
Independent Financial Group
California
$265K +$91.4K +5,401 +42%
1IA
118
1834 Investment Advisors
Wisconsin
$256K
GC
119
Guggenheim Capital
Illinois
$251K +$20.1K +1,189 +7%
CG
120
CFO4Life Group
Texas
$248K +$106K +6,257 +57%
TBWA
121
Three Bridge Wealth Advisors
California
$243K
N
122
Natixis
France
$237K +$57.5K +3,400 +27%
Cambridge Investment Research Advisors
123
Cambridge Investment Research Advisors
Iowa
$236K +$276K +16,323 New
CAN
124
Cetera Advisor Networks
California
$234K +$24.3K +1,439 +10%
CCM
125
Covington Capital Management
California
$229K