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Goldman Sachs BDC

32 hedge funds and large institutions have $193M invested in Goldman Sachs BDC in 2015 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

33% more funds holding

Funds holding: 2432 (+8)

10% more capital invested

Capital invested by funds: $175M → $193M (+$18.1M)

1.45% less ownership

Funds ownership: 23.91%22.46% (-1.5%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
32
Holders Change
+8
Holders Change %
+33.33%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
7
Reduced
5
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$138M
UBS Group
2
UBS Group
Switzerland
$14.2M +$13M +600,566 New
MC
3
Muzinich & Co
New York
$7.43M +$2.39M +110,296 +54%
Citadel Advisors
4
Citadel Advisors
Florida
$5.18M -$4.08M -188,085 -46%
Morgan Stanley
5
Morgan Stanley
New York
$3.86M +$2.79M +128,810 +374%
Wells Fargo
6
Wells Fargo
California
$3.41M +$3.03M +139,846 +3,178%
Invesco
7
Invesco
Georgia
$2.89M +$2.65M +122,114 New
VanEck Associates
8
VanEck Associates
New York
$2.82M +$2.59M +119,223 New
ACA
9
Anchor Capital Advisors
Massachusetts
$1.48M +$1.36M +62,477 New
AR
10
Advisory Research
Illinois
$1.29M -$1.04M -48,160 -47%
SMDAM
11
Sumitomo Mitsui DS Asset Management
Japan
$1.28M -$1.04M -47,960 -47%
CCP
12
Clough Capital Partners
Massachusetts
$1.25M -$5.36M -247,000 -82%
TG
13
TCW Group
California
$1.08M +$994K +45,800 New
MAA
14
Managed Account Advisors
New Jersey
$1.04M +$951K +43,832 New
SM
15
Salzhauer Michael
$983K +$902K +41,578 New
BCM
16
Boyle Capital Management
Iowa
$814K +$746K +34,402 New
Baird Financial Group
17
Baird Financial Group
Wisconsin
$799K +$733K +33,804 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$710K +$651K +30,000 New
CA
19
Corrado Advisors
New Jersey
$705K +$104K +4,785 +19%
Neuberger Berman Group
20
Neuberger Berman Group
New York
$517K +$475K +21,876 New
LPL Financial
21
LPL Financial
California
$479K +$460K +21,205 New
VKH
22
Virtu KCG Holdings
New York
$424K +$106K +4,869 +37%
RJT
23
Raymond James Trust
Florida
$394K +$361K +16,650 New
Jane Street
24
Jane Street
New York
$392K +$359K +16,562 New
RJA
25
Raymond James & Associates
Florida
$379K -$123K -5,649 -26%