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GMZ

Goldman Sachs MLP Income Opportunities Fund

Delisted

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

45 hedge funds and large institutions have $56.9M invested in Goldman Sachs MLP Income Opportunities Fund in 2015 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

100% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 8

32% more funds holding

Funds holding: 3445 (+11)

14% less capital invested

Capital invested by funds: $66.3M → $56.9M (-$9.45M)

Holders
45
Holders Change
+11
Holders Change %
+32.35%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
16
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KJHP
26
K.J. Harrison & Partners
Ontario, Canada
$123K +$154K +2,143 New
B
27
BancorpSouth
Mississippi
$111K -$41.2K -572 -23%
TC
28
TradeLink Capital
Illinois
$108K +$136K +1,882 New
BW
29
Bison Wealth
Georgia
$104K +$130K +1,807 New
Deutsche Bank
30
Deutsche Bank
Germany
$87K -$120K -1,671 -52%
MFS
31
MSI Financial Services
Massachusetts
$86K +$23.8K +330 +29%
CCP
32
Cardan Capital Partners
Colorado
$85K +$106K +1,476 New
GWM
33
Gupta Wealth Management
California
$79K +$99K +1,373 New
MFW
34
Mosaic Family Wealth
Missouri
$69K +$87.4K +1,212 New
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$39K +$26.5K +368 +117%
TRCT
36
Tower Research Capital (TRC)
New York
$26K +$32.4K +450 New
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$24K +$28.1K +390 +1,345%
IWMPD
38
Integrated Wealth Management (Palm Desert)
California
$19K +$216 +3 +0.9%
TDC
39
Thompson Davis & Co
Virginia
$16K
Creative Planning
40
Creative Planning
Kansas
$12K +$15.4K +214 New
IA
41
IFP Advisors
Florida
$10K +$12.8K +178 New
LNB
42
Ledyard National Bank
$8K
AFP
43
Ausdal Financial Partners
Iowa
$8K +$9.88K +137 New
BWA
44
Burt Wealth Advisors
Maryland
$7K +$8.94K +124 New
AIG
45
American International Group
New York
$3K
CHC
46
City Holding Co
West Virginia
$1K +$72 +1 +7%
EWM
47
Edge Wealth Management
New York
-$451K -6,396 Closed
DWT
48
Dorsey & Whitney Trust
South Dakota
-$136K -1,861 Closed
BTS
49
BB&T Securities
Virginia
-$121K -1,659 Closed
WT
50
Whittier Trust
California
-$52K -714 Closed

GMZ Hedge Fund Activity: Q4 2015 in Review

45 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs MLP Income Opportunities Fund (GMZ) for Q4 2015, worth a combined $56.9M — down 14% from $66.3M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new GMZ positions and 7 closed out — a net gain of 11 holders — while 16 added to existing stakes and 8 trimmed.

The largest buyer was Doliver Advisors, adding an estimated $3.74M. The largest seller was Morgan Stanley, cutting an estimated $5.97M.

  • 45 institutional investors held Goldman Sachs MLP Income Opportunities Fund (GMZ) as of Q4 2015, up from 34 in Q3 2015.
  • Funds reported $56.9M of Goldman Sachs MLP Income Opportunities Fund stock for Q4 2015, down 14% quarter-over-quarter.
  • 18 funds opened new Goldman Sachs MLP Income Opportunities Fund positions in Q4 2015 and 7 closed out, a net change of +11 holders.
  • The largest Goldman Sachs MLP Income Opportunities Fund buyer in Q4 2015 was Doliver Advisors, an estimated $3.74M added.
  • The largest Goldman Sachs MLP Income Opportunities Fund seller in Q4 2015 was Morgan Stanley, an estimated $5.97M sold.

Based on aggregated 13F filings for Q4 2015.