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Goldman Sachs BDC

100 hedge funds and large institutions have $170M invested in Goldman Sachs BDC in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

3% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 32

0% more funds holding

Funds holding: 100100 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.32% less ownership

Funds ownership: 35.48%34.16% (-1.3%)

44% less capital invested

Capital invested by funds: $304M → $170M (-$134M)

Holders
100
Holders Change
Holders Change %
0%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
33
Reduced
32
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$79.9M
Morgan Stanley
2
Morgan Stanley
New York
$14.7M +$3.3M +174,453 +17%
MF
3
Manchester Financial
California
$7.09M -$268K -14,199 -2%
VanEck Associates
4
VanEck Associates
New York
$5.13M +$319K +16,887 +4%
MC
5
Muzinich & Co
New York
$4.18M -$240K -12,716 -4%
Sumitomo Mitsui Trust Group
6
Sumitomo Mitsui Trust Group
Japan
$4.12M +$6.31M +333,731 New
CIM
7
Confluence Investment Management
Missouri
$3.12M +$414K +21,926 +9%
Legal & General Group
8
Legal & General Group
United Kingdom
$2.8M +$272K +14,386 +7%
BlackRock
9
BlackRock
New York
$2.67M -$143K -7,561 -3%
RFA
10
Radnor Financial Advisors
Pennsylvania
$2.28M -$204K -10,775 -6%
UBS Group
11
UBS Group
Switzerland
$2.16M -$8.48M -448,684 -72%
C
12
Cliffwater
California
$2.13M +$11.2K +593 +0.3%
CG
13
Colony Group
Massachusetts
$2.13M +$497K +26,308 +18%
FWIA
14
Fort Washington Investment Advisors
Ohio
$2.05M -$1.39M -73,306 -31%
GIM
15
Greenwich Investment Management
Connecticut
$2.03M +$525K +27,780 +20%
MCM
16
McKinley Capital Management
Alaska
$1.95M -$27.3K -1,446 -0.9%
ACM
17
Azimuth Capital Management
Michigan
$1.9M +$66.9K +3,540 +2%
TYCC
18
Texas Yale Capital Corp
Florida
$1.82M -$266K -14,084 -9%
GC
19
Guggenheim Capital
Illinois
$1.72M +$10.2K +540 +0.4%
VEA
20
Virtus ETF Advisers
New York
$1.56M -$1.25M -66,228 -34%
SPIA
21
Steward Partners Investment Advisory
New York
$1.47M +$179K +9,478 +9%
HSBC Holdings
22
HSBC Holdings
United Kingdom
$1.23M
RJA
23
Raymond James & Associates
Florida
$1.13M -$386K -20,435 -18%
Wells Fargo
24
Wells Fargo
California
$1.1M -$1.11M -58,587 -40%
BC
25
Barnett & Company
Tennessee
$1.07M -$87.9K -4,650 -5%