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Goldman Sachs BDC

42 hedge funds and large institutions have $170M invested in Goldman Sachs BDC in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

31% more funds holding

Funds holding: 3242 (+10)

3.02% more ownership

Funds ownership: 22.46%25.48% (+3%)

12% less capital invested

Capital invested by funds: $193M → $170M (-$22.6M)

23% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 13

Holders
42
Holders Change
+10
Holders Change %
+31.25%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
10
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$108M +$939K +41,098 +0.7%
UBS Group
2
UBS Group
Switzerland
$10.3M -$969K -42,391 -7%
SWP
3
Stratos Wealth Partners
Ohio
$9.17M +$11.1M +485,319 +3,814%
MC
4
Muzinich & Co
New York
$5.74M +$143K +6,269 +2%
NEAM
5
New England Asset Management
Connecticut
$4.6M +$5.71M +250,000 New
WFI
6
West Family Investments
California
$4.21M +$5.23M +228,702 New
Citadel Advisors
7
Citadel Advisors
Florida
$2.66M -$1.7M -74,486 -34%
VanEck Associates
8
VanEck Associates
New York
$2.44M +$299K +13,072 +11%
Invesco
9
Invesco
Georgia
$2.21M -$48.6K -2,127 -2%
Morgan Stanley
10
Morgan Stanley
New York
$2.03M -$1.22M -53,245 -33%
ACA
11
Anchor Capital Advisors
Massachusetts
$1.94M +$983K +42,996 +69%
Bank of America
12
Bank of America
North Carolina
$1.77M +$1.92M +83,990 +683%
Wells Fargo
13
Wells Fargo
California
$1.71M -$1.17M -51,310 -36%
Lord, Abbett & Co
14
Lord, Abbett & Co
New Jersey
$1.68M +$2.09M +91,295 New
CCP
15
Clough Capital Partners
Massachusetts
$976K
AR
16
Advisory Research
Illinois
$937K -$87K -3,806 -7%
SMDAM
17
Sumitomo Mitsui DS Asset Management
Japan
$894K -$131K -5,730 -11%
RCM
18
Rivernorth Capital Management
Florida
$890K +$1.1M +48,327 New
TG
19
TCW Group
California
$843K
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$821K +$334K +14,600 +49%
SM
21
Salzhauer Michael
$765K
LPL Financial
22
LPL Financial
California
$599K +$222K +9,715 +46%
CA
23
Corrado Advisors
New Jersey
$543K -$7.54K -330 -1%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$524K -$122K -5,346 -16%
Citigroup
25
Citigroup
New York
$496K +$561K +24,546 +1,039%