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GER

Goldman Sachs MLP Energy Renaissance Fund

Delisted

GER was delisted on the 5th of July, 2023.

49 hedge funds and large institutions have $65.3M invested in Goldman Sachs MLP Energy Renaissance Fund in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $62.3M → $65.3M (+$2.98M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less funds holding

Funds holding: 5749 (-8)

22% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 18

57% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 14

Holders
49
Holders Change
-8
Holders Change %
-14.04%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
14
Reduced
18
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$236K +$7.03K +528 +3%
EBWM
27
Eagle Bluffs Wealth Management
Missouri
$222K
Cerity Partners
28
Cerity Partners
New York
$207K
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$206K -$76.8K -5,768 -27%
KPWS
30
Kestra Private Wealth Services
Texas
$205K -$17.5K -1,310 -8%
SIA
31
Sit Investment Associates
Minnesota
$181K
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$179K -$25.9K -1,944 -12%
Stifel Financial
33
Stifel Financial
Missouri
$170K -$946 -71 -0.5%
JMPWA
34
JP Morgan Private Wealth Advisors
California
$144K -$2.46K -185 -2%
JP Morgan Chase
35
JP Morgan Chase
New York
$34.4K +$21.7K +1,627 +163%
Bank of America
36
Bank of America
North Carolina
$26.9K +$653 +49 +2%
BAM
37
Belpointe Asset Management
Nevada
$24.9K +$25.4K +1,904 New
US Bancorp
38
US Bancorp
Minnesota
$13.1K
PCM
39
Pointe Capital Management
Michigan
$7.34K +$7.46K +560 New
MA
40
Montag & Associates
Georgia
$7.26K
Bessemer Group
41
Bessemer Group
New Jersey
$4K +$1.48K +111 +49%
AW
42
Avion Wealth
Texas
$3K
NA
43
NewEdge Advisors
Louisiana
$2.76K -$1.97K -148 -41%
Citigroup
44
Citigroup
New York
$2.33K +$2.37K +178 New
HGERS
45
Householder Group Estate & Retirement Specialist
Arizona
$2K +$1.86K +140 New
GWM
46
Geneos Wealth Management
Colorado
$1.74K
SPIA
47
Steward Partners Investment Advisory
New York
$1.64K -$8.53K -640 -84%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.48K +111 New
TF
49
TimeScale Financial
Massachusetts
$556 -$533 -40 -49%
MWM
50
Merriman Wealth Management
Washington
-$1.06M -83,242 Closed

GER Hedge Fund Activity: Q1 2023 in Review

49 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs MLP Energy Renaissance Fund (GER) for Q1 2023, worth a combined $65.3M — up 4.8% from $62.3M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of GER and 6 opened new positions — a net loss of 8 holders — while 18 trimmed existing stakes and 14 added.

The largest buyer was Saba Capital Management, adding an estimated $3.37M. The largest seller was Merriman Wealth Management, exiting entirely with an estimated $1.06M sold.

  • 49 institutional investors held Goldman Sachs MLP Energy Renaissance Fund (GER) as of Q1 2023, down from 57 in Q4 2022.
  • Funds reported $65.3M of Goldman Sachs MLP Energy Renaissance Fund stock for Q1 2023, up 4.8% quarter-over-quarter.
  • 6 funds opened new Goldman Sachs MLP Energy Renaissance Fund positions in Q1 2023 and 14 closed out, a net change of -8 holders.
  • The largest Goldman Sachs MLP Energy Renaissance Fund buyer in Q1 2023 was Saba Capital Management, an estimated $3.37M added.
  • The largest Goldman Sachs MLP Energy Renaissance Fund seller in Q1 2023 was Merriman Wealth Management, an estimated $1.06M sold.

Based on aggregated 13F filings for Q1 2023.