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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
APA
151
American Portfolios Advisors
New York
$139K +$30.2K +1,787 +23%
BAM
152
Bellevue Asset Management
Washington
$129K -$29.1K -1,719 -16%
WWM
153
Wolff Wiese Magana
California
$128K
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$109K +$81K +4,789 +170%
LSV Asset Management
155
LSV Asset Management
Illinois
$103K
OIA
156
Optimum Investment Advisors
Illinois
$94K +$5.08K +300 +5%
BTI
157
Blue Trust Inc
Georgia
$92K +$2.12K +125 +2%
HCM
158
Highlander Capital Management
New Jersey
$79K
PCC
159
Park Circle Company
Maryland
$75K
HI
160
Harbour Investments
Wisconsin
$70K
CWM
161
Cedar Wealth Management
California
$62K
KFI
162
Key Financial Inc
Pennsylvania
$59K
Nomura Asset Management
163
Nomura Asset Management
Japan
$56.8K +$45.4K +2,684 +215%
JP Morgan Chase
164
JP Morgan Chase
New York
$43K
LCM
165
Logan Capital Management
Pennsylvania
$36K
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$29K +$8.46K +500 +33%
Group One Trading
167
Group One Trading
Illinois
$27K +$32.1K +1,900 New
HNB
168
Huntington National Bank
Ohio
$24K -$10.6K -625 -27%
CFGS
169
Concourse Financial Group Securities
Alabama
$18K
SIC
170
Salem Investment Counselors
North Carolina
$18K +$20.3K +1,200 New
FWM
171
Focused Wealth Management
New York
$17K +$68 +4 +0.3%
HWA
172
HHM Wealth Advisors
Tennessee
$16K
SIS
173
Sound Income Strategies
Florida
$15K -$6.6K -390 -27%
BCMLT
174
Beacon Capital Management LLC (Tennessee)
Tennessee
$15K
CTC
175
Central Trust Company
Missouri
$14K