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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
SAM
126
SP Asset Management
California
$259K +$10.9K +574 +5%
WA
127
Wealth Alliance
New York
$253K
1832 Asset Management
128
1832 Asset Management
Ontario, Canada
$252K +$6.3K +332 +3%
CG
129
CFO4Life Group
Texas
$250K +$5.18K +273 +2%
Canada Life
130
Canada Life
Manitoba, Canada
$247K -$6.66K -351 -3%
TI
131
Trexquant Investment
Connecticut
$243K -$47.5K -2,504 -16%
CAM
132
Cresset Asset Management
Illinois
$241K +$233K +12,305 New
ASN
133
Advisory Services Network
Georgia
$234K -$24.3K -1,283 -10%
KA
134
Kovack Advisors
Florida
$232K
AIM
135
Aigen Investment Management
New York
$232K +$227K +11,987 New
RIA
136
Regal Investment Advisors
Michigan
$228K
FWM
137
Foresight Wealth Management
Utah
$227K
CWM
138
Concentrum Wealth Management
California
$226K
TWA
139
TCI Wealth Advisors
Arizona
$226K
SSWM
140
Sheets Smith Wealth Management
North Carolina
$222K +$1.99K +105 +0.9%
SWM
141
SeaCrest Wealth Management
New York
$222K +$220K +11,600 New
IFG
142
Independent Financial Group
California
$221K +$219K +11,519 New
YIH
143
Y-Intercept (HK)
Hong Kong
$219K +$217K +11,434 New
ECM
144
ExodusPoint Capital Management
New York
$218K +$215K +11,352 New
Acadian Asset Management
145
Acadian Asset Management
Massachusetts
$216K -$127K -6,674 -37%
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$210K +$170K +8,973 +455%
CWM
147
Cedar Wealth Management
California
$204K +$202K +10,638 New
BAM
148
Bellevue Asset Management
Washington
$203K
Citigroup
149
Citigroup
New York
$199K -$75.3K -3,967 -28%
DC
150
Davenport & Co
Virginia
$197K +$195K +10,273 New