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Goldman Sachs BDC

46 hedge funds and large institutions have $209M invested in Goldman Sachs BDC in 2016 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $193M → $209M (+$15.4M)

1.31% more ownership

Funds ownership: 28.04%29.35% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

0% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 16

2% less funds holding

Funds holding: 4746 (-1)

Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
16
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$127M +$8.14M +432,638 +7%
UBS Group
2
UBS Group
Switzerland
$11.1M -$103K -5,486 -1%
SWP
3
Stratos Wealth Partners
Ohio
$8.99M -$966K -51,331 -10%
YMRC
4
Yorktown Management & Research Company
Virginia
$8.23M
MC
5
Muzinich & Co
New York
$7.91M +$1.26M +66,791 +20%
WFI
6
West Family Investments
California
$4.8M +$305K +16,200 +7%
Morgan Stanley
7
Morgan Stanley
New York
$4.06M -$502K -26,668 -11%
CIM
8
Confluence Investment Management
Missouri
$3.29M +$622K +33,064 +25%
BG
9
BlackRock Group
United Kingdom
$2.96M +$2.85M +151,275 New
VanEck Associates
10
VanEck Associates
New York
$2.41M -$35.9K -1,905 -2%
WCM
11
Wildcat Capital Management
New York
$1.96M +$1.88M +100,000 New
Bank of America
12
Bank of America
North Carolina
$1.91M -$273K -14,513 -13%
Invesco
13
Invesco
Georgia
$1.87M -$285K -15,166 -14%
MCM
14
McKinley Capital Management
Alaska
$1.86M +$256K +13,603 +17%
ACA
15
Anchor Capital Advisors
Massachusetts
$1.84M -$59.9K -3,182 -3%
SP
16
Steelhead Partners
Washington
$1.73M +$474K +25,193 +40%
TYCC
17
Texas Yale Capital Corp
Florida
$1.47M +$269K +14,300 +24%
AR
18
Advisory Research
Illinois
$1.38M +$117K +6,194 +10%
Wells Fargo
19
Wells Fargo
California
$1.27M -$24.8K -1,317 -2%
SMDAM
20
Sumitomo Mitsui DS Asset Management
Japan
$1.26M +$108K +5,729 +10%
LPL Financial
21
LPL Financial
California
$1.22M +$67.9K +3,608 +6%
SM
22
Salzhauer Michael
$1.07M
NEAM
23
New England Asset Management
Connecticut
$1.06M -$711K -37,795 -41%
CCP
24
Clough Capital Partners
Massachusetts
$1.04M
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.03M +$837K +44,500 +536%