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Goldman Sachs BDC

213 hedge funds and large institutions have $525M invested in Goldman Sachs BDC in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+3
Holders Change %
+1.43%
% of All Funds
3.12%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
29
Increased
65
Reduced
67
Closed
21
Calls
$1.25M
Puts
$134K
Net Calls
+$1.12M
Net Calls Change
+$1.22M
Name Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$243K
KAS
127
Kestra Advisory Services
Texas
$234K +$10.5K +718 +5%
CA
128
Cetera Advisors
Colorado
$231K +$50.9K +3,473 +28%
N
129
Natixis
France
$228K
VIA
130
Virtus Investment Advisers
Connecticut
$227K
FCM
131
Family Capital Management
Michigan
$226K -$252K -17,196 -53%
NHC
132
Nicholas Hoffman & Company
Georgia
$225K -$192K -13,134 -46%
CAM
133
Cresset Asset Management
Illinois
$223K +$5.48K +363 +3%
1832 Asset Management
134
1832 Asset Management
Ontario, Canada
$223K
IAIM
135
International Assets Investment Management
Florida
$217K -$264K -18,000 -55%
WP
136
Westmount Partners
California
$217K
AP
137
Americana Partners
Texas
$214K
BWA
138
Beam Wealth Advisors
Louisiana
$213K -$6.15K -420 -3%
PA
139
Prossimo Advisors
California
$208K -$11.1K -760 -5%
MA
140
Mutual Advisors
Nebraska
$203K +$203K +13,873 New
BRWA
141
B. Riley Wealth Advisors
Florida
$201K +$44.8K +2,967 +29%
CIBC Private Wealth Group
142
CIBC Private Wealth Group
Georgia
$199K
ProShare Advisors
143
ProShare Advisors
Maryland
$195K -$21.1K -1,441 -10%
IA
144
IFP Advisors
Florida
$190K -$7.5K -512 -4%
DAS
145
Dynamic Advisor Solutions
Arizona
$190K -$86.8K -5,859 -31%
RIA
146
Regal Investment Advisors
Michigan
$188K -$17.2K -1,177 -8%
FFA
147
First Foundation Advisors
California
$184K
VF
148
Virtu Financial
New York
$181K +$181K +12,327 New
JWCA
149
J.W. Cole Advisors
Florida
$178K +$6.94K +474 +4%
PWA
150
Physician Wealth Advisors
Utah
$178K +$5.62K +373 +3%