We are live on ! Find out more
GSBD icon

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
PWA
151
Physician Wealth Advisors
Utah
$194K -$46.3K -2,440 -20%
JIP
152
Jaffetilchin Investment Partners
Florida
$194K +$192K +10,118 New
BAM
153
Belpointe Asset Management
Nevada
$171K -$47.9K -2,522 -22%
WWM
154
Wolff Wiese Magana
California
$169K
OIA
155
Optimum Investment Advisors
Illinois
$152K +$27.4K +1,445 +22%
APA
156
American Portfolios Advisors
New York
$150K +$149K +7,845 New
LSV Asset Management
157
LSV Asset Management
Illinois
$136K
S
158
SignatureFD
Georgia
$113K
HCM
159
Highlander Capital Management
New Jersey
$105K
SWM
160
Spire Wealth Management
Virginia
$104K
PCC
161
Park Circle Company
Maryland
$100K +$98.9K +5,213 New
PI
162
PEAK6 Investments
Illinois
$90K +$89.3K +4,709 New
KFI
163
Key Financial Inc
Pennsylvania
$78K
CCM
164
Chilton Capital Management
Texas
$67K +$66.4K +3,500 New
HI
165
Harbour Investments
Wisconsin
$63K
JP Morgan Chase
166
JP Morgan Chase
New York
$57K
LCM
167
Logan Capital Management
Pennsylvania
$48K
HNB
168
Huntington National Bank
Ohio
$44K +$43.7K +2,301 New
BC
169
Barnett & Company
Tennessee
$29K
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$29K +$28.5K +1,500 New
TCWM
171
Total Clarity Wealth Management
Illinois
$29K +$28.5K +1,500 New
CA
172
Cornerstone Advisory
Maryland
$28K +$28.7K +1,510 New
CFGS
173
Concourse Financial Group Securities
Alabama
$24K
CAL
174
Capital Analysts LLC
Pennsylvania
$22K +$342 +18 +2%
FWM
175
Focused Wealth Management
New York
$22K +$493 +26 +2%