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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
Goldman Sachs
1
Goldman Sachs
New York
$93.7M
Morgan Stanley
2
Morgan Stanley
New York
$48.9M +$1.7M +100,571 +3%
RJA
3
Raymond James & Associates
Florida
$20.1M +$2.78M +164,282 +13%
VanEck Associates
4
VanEck Associates
New York
$18.3M -$1.84M -108,601 -8%
Creative Planning
5
Creative Planning
Kansas
$13.7M -$223K -13,163 -1%
Invesco
6
Invesco
Georgia
$11.6M +$79.8K +4,719 +0.6%
BlackRock
7
BlackRock
New York
$10.8M -$424K -25,056 -3%
PWP
8
Pursue Wealth Partners
California
$9.85M -$170K -10,030 -1%
ACM
9
Advisors Capital Management
New Jersey
$9.55M +$1.29M +76,469 +14%
Legal & General Group
10
Legal & General Group
United Kingdom
$9.4M +$669K +39,555 +6%
HighTower Advisors
11
HighTower Advisors
Illinois
$8.85M -$438K -25,868 -4%
ACP
12
Arcus Capital Partners
Georgia
$8.2M
C
13
Cliffwater
California
$7.32M +$245K +14,459 +3%
GIM
14
Greenwich Investment Management
Connecticut
$6.58M -$6.63K -392 -0.1%
CG
15
Cynosure Group
Utah
$6.05M
MC
16
Muzinich & Co
New York
$5.91M -$565K -33,416 -8%
Sumitomo Mitsui Trust Group
17
Sumitomo Mitsui Trust Group
Japan
$5.78M -$565K -33,416 -8%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$5.72M +$950K +56,125 +17%
Wells Fargo
19
Wells Fargo
California
$5.4M +$454K +26,860 +8%
Ameriprise
20
Ameriprise
Minnesota
$5.38M +$42.6K +2,518 +0.7%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$5.12M +$317K +18,751 +6%
SWP
22
Stratos Wealth Partners
Ohio
$4.82M -$350K -20,681 -6%
Osaic Holdings
23
Osaic Holdings
Arizona
$4.78M +$1.07M +63,223 +24%
HWAM
24
Hennion & Walsh Asset Management
New Jersey
$3.6M -$204K -12,043 -5%
FWIA
25
Fort Washington Investment Advisors
Ohio
$3.51M