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GMZ

Goldman Sachs MLP Income Opportunities Fund
GMZ

Delisted

GMZ was delisted on the 25th of September, 2020.

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35 hedge funds and large institutions have $116M invested in Goldman Sachs MLP Income Opportunities Fund in 2014 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 2 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 2

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

45% more capital invested

Capital invested by funds: $80.2M → $116M (+$36M)

30% more funds holding

Funds holding: 27 → 35 (+8)

Holders
35
Holders Change
+8
Holders Change %
+29.63%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
16
Reduced
2
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$8.86M
2
Morgan Stanley
Morgan Stanley
New York
+$8.57M
3
AAM
Advisors Asset Management
Colorado
+$5.09M
4
Wells Fargo
Wells Fargo
California
+$1.49M
5
HighTower Advisors
HighTower Advisors
Illinois
+$1.39M

Top Sellers

Rank Fund Capital Flow
1
AW
ACG Wealth
Georgia
-$1.91M
2
Stifel Financial
Stifel Financial
Missouri
-$394K
3
RCM
Rivernorth Capital Management
Florida
-$322K
4
TJHA
Thomas J. Herzfeld Advisors
Florida
-$303K
5
Jane Street
Jane Street
New York
-$301K
Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
26
MassMutual Private Wealth & Trust
Connecticut
$43.5K +$42.5K +286 New
TDC
27
Thompson Davis & Co
Virginia
$43K – – –
EWM
28
Edge Wealth Management
New York
$39K +$37.9K +255 New
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$39K +$38.2K +257 New
LNB
30
Ledyard National Bank
$22K +$21.2K +143 New
WRM
31
Westport Resources Management
Connecticut
$11K +$2.08K +14 +25%
Creative Planning
32
Creative Planning
Kansas
$6K +$5.94K +40 New
CCA
33
Catalyst Capital Advisors
New York
$3K +$2.67K +18 New
CHC
34
City Holding Co
West Virginia
$2K +$2.08K +14 New
GSC
35
Ground Swell Capital
South Carolina
$1K +$1.34K +9 New
AW
36
ACG Wealth
Georgia
– -$1.91M -13,124 Closed
Stifel Financial
37
Stifel Financial
Missouri
– -$394K -2,703 Closed
RCM
38
Rivernorth Capital Management
Florida
– -$322K -2,210 Closed
Neuberger Berman Group
39
Neuberger Berman Group
New York
– -$208K -1,429 Closed
BRWA
40
B. Riley Wealth Advisors
Florida
– -$107K -733 Closed
TRCT
41
Tower Research Capital (TRC)
New York
– -$36K -246 Closed
1
2

GMZ Hedge Fund Activity: Q3 2014 in Review

35 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs MLP Income Opportunities Fund (GMZ) for Q3 2014, worth a combined $116M — up 45% from $80.2M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new GMZ positions and 6 closed out — a net gain of 8 holders — while 16 added to existing stakes and 2 trimmed.

The largest buyer was Bank of America, adding an estimated $8.86M. The largest seller was ACG Wealth, exiting entirely with an estimated $1.91M sold.

  • 35 institutional investors held Goldman Sachs MLP Income Opportunities Fund (GMZ) as of Q3 2014, up from 27 in Q2 2014.
  • Funds reported $116M of Goldman Sachs MLP Income Opportunities Fund stock for Q3 2014, up 45% quarter-over-quarter.
  • 14 funds opened new Goldman Sachs MLP Income Opportunities Fund positions in Q3 2014 and 6 closed out, a net change of +8 holders.
  • The largest Goldman Sachs MLP Income Opportunities Fund buyer in Q3 2014 was Bank of America, an estimated $8.86M added.
  • The largest Goldman Sachs MLP Income Opportunities Fund seller in Q3 2014 was ACG Wealth, an estimated $1.91M sold.

Based on aggregated 13F filings for Q3 2014.