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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
GA
126
Greytown Advisors
Florida
$223K -$195K -11,500 -44%
SWM
127
SeaCrest Wealth Management
New York
$220K -$16.9K -1,000 -6%
CA
128
Crewe Advisors
Utah
$214K
BWA
129
Beam Wealth Advisors
Louisiana
$207K +$6.07K +359 +3%
WSC
130
Wellington Shields & Co
New York
$202K -$13.5K -800 -5%
1832 Asset Management
131
1832 Asset Management
Ontario, Canada
$201K +$5.06K +299 +2%
RIA
132
Regal Investment Advisors
Michigan
$198K +$846 +50 +0.4%
DLG
133
Daniel L. Goodwin
$197K
Koshinski Asset Management
134
Koshinski Asset Management
Illinois
$193K +$226K +13,384 New
IAIM
135
International Assets Investment Management
Florida
$190K
CAM
136
Cresset Asset Management
Illinois
$188K -$2.71K -160 -1%
Balyasny Asset Management
137
Balyasny Asset Management
Illinois
$183K -$74.4K -4,396 -26%
WA
138
Wealth Alliance
New York
$178K -$14.3K -843 -6%
CG
139
Clarus Group
Texas
$171K
CWM
140
Concentrum Wealth Management
California
$171K
FWM
141
Foresight Wealth Management
Utah
$171K
BO
142
BRR OpCo
Ohio
$170K
TWA
143
TCI Wealth Advisors
Arizona
$170K
SSWM
144
Sheets Smith Wealth Management
North Carolina
$169K
Victory Capital Management
145
Victory Capital Management
Texas
$166K -$48.4K -2,862 -20%
JIP
146
Jaffetilchin Investment Partners
Florida
$157K +$4.84K +286 +3%
PWA
147
Physician Wealth Advisors
Utah
$152K +$171K +10,124 New
Stifel Financial
148
Stifel Financial
Missouri
$151K -$79.3K -4,688 -31%
OCAM
149
Onex Canada Asset Management
Ontario, Canada
$145K
Acadian Asset Management
150
Acadian Asset Management
Massachusetts
$140K +$165K +9,744 New