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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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46 hedge funds and large institutions have $96.8M invested in Goldman Sachs MLP Income Opportunities Fund in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

12% more funds holding

Funds holding: 41 → 46 (+5)

8% more capital invested

Capital invested by funds: $89.5M → $96.8M (+$7.31M)

15% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 13

Holders
46
Holders Change
+5
Holders Change %
+12.2%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
11
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$7.33M
2
Morgan Stanley
Morgan Stanley
New York
+$1.19M
3
FFA
First Foundation Advisors
California
+$1.13M
4
TB
Terril Brothers
Missouri
+$849K
5
RCM
Rivernorth Capital Management
Florida
+$753K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$4.63M
2
SMG
Spectrum Management Group
Indiana
-$1.13M
3
DA
Doliver Advisors
Texas
-$890K
4
Ameriprise
Ameriprise
Minnesota
-$819K
5
Invesco
Invesco
Georgia
-$436K
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$219K +$10.9K +180 +5%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$218K -$10.8K -178 -5%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$213K +$207K +3,410 New
HighTower Advisors
29
HighTower Advisors
Illinois
$206K -$54K -889 -21%
JMPWA
30
JP Morgan Private Wealth Advisors
California
$154K +$149K +2,457 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$152K +$45K +742 +44%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$124K +$120K +1,979 New
SWP
33
Stratos Wealth Partners
Ohio
$107K -$83.9K -1,382 -45%
BTS
34
BB&T Securities
Virginia
$103K -$37.5K -618 -27%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$92K +$88.9K +1,465 New
US Bancorp
36
US Bancorp
Minnesota
$63K – – –
SEI Investments
37
SEI Investments
Pennsylvania
$36K +$34.7K +571 New
TJHA
38
Thomas J. Herzfeld Advisors
Florida
$27K +$13.9K +229 +111%
MFW
39
Mosaic Family Wealth
Missouri
$22K -$31K -510 -59%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$20K -$3.82K -63 -17%
HS
41
Horan Securities
United States
$10K – – –
IA
42
IFP Advisors
Florida
$10K – – –
LNB
43
Ledyard National Bank
$9K – – –
TDC
44
Thompson Davis & Co
Virginia
$9K – – –
EWM
45
Edge Wealth Management
New York
$8K +$8.68K +143 New
AG
46
Advisor Group
Arizona
$3K – – –
CHC
47
City Holding Co
West Virginia
$1K – – –
SMG
48
Spectrum Management Group
Indiana
– -$1.13M -17,277 Closed
Ameriprise
49
Ameriprise
Minnesota
– -$819K -12,547 Closed
Millennium Management
50
Millennium Management
New York
– -$275K -4,212 Closed
1
2
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GMZ Hedge Fund Activity: Q4 2017 in Review

46 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs MLP Income Opportunities Fund (GMZ) for Q4 2017, worth a combined $96.8M — up 8.2% from $89.5M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new GMZ positions and 8 closed out — a net gain of 6 holders — while 11 added to existing stakes and 13 trimmed.

The largest buyer was Wells Fargo, adding an estimated $7.33M. The largest seller was Bank of America, cutting an estimated $4.63M.

  • 46 institutional investors held Goldman Sachs MLP Income Opportunities Fund (GMZ) as of Q4 2017, up from 41 in Q3 2017.
  • Funds reported $96.8M of Goldman Sachs MLP Income Opportunities Fund stock for Q4 2017, up 8.2% quarter-over-quarter.
  • 14 funds opened new Goldman Sachs MLP Income Opportunities Fund positions in Q4 2017 and 8 closed out, a net change of +6 holders.
  • The largest Goldman Sachs MLP Income Opportunities Fund buyer in Q4 2017 was Wells Fargo, an estimated $7.33M added.
  • The largest Goldman Sachs MLP Income Opportunities Fund seller in Q4 2017 was Bank of America, an estimated $4.63M sold.

Based on aggregated 13F filings for Q4 2017.