We are live on ! Find out more
GMZ

Goldman Sachs MLP Income Opportunities Fund

Delisted

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

44 hedge funds and large institutions have $102M invested in Goldman Sachs MLP Income Opportunities Fund in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

45% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 11

7% more funds holding

Funds holding: 4144 (+3)

1% less capital invested

Capital invested by funds: $104M → $102M (-$1.54M)

Holders
44
Holders Change
+3
Holders Change %
+7.32%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
16
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LB
26
Landmark Bank
Missouri
$220K
Stifel Financial
27
Stifel Financial
Missouri
$176K -$17K -257 -9%
HighTower Advisors
28
HighTower Advisors
Illinois
$135K -$46.8K -709 -26%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$133K +$1.65K +25 +1%
F
30
Filament
Washington
$133K +$137K +2,077 New
IA
31
IFP Advisors
Florida
$113K +$94.3K +1,429 +445%
BTS
32
BB&T Securities
Virginia
$109K +$990 +15 +0.9%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$103K +$1.91K +29 +2%
Creative Planning
34
Creative Planning
Kansas
$100K +$102K +1,550 New
WS
35
Wedbush Securities
California
$94K +$95.8K +1,452 New
CCP
36
Cardan Capital Partners
Colorado
$93K -$24.6K -373 -21%
US Bancorp
37
US Bancorp
Minnesota
$65K
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$50K +$50.8K +770 New
EWM
39
Edge Wealth Management
New York
$28K
TJHA
40
Thomas J. Herzfeld Advisors
Florida
$28K
MFW
41
Mosaic Family Wealth
Missouri
$16K
AG
42
Advisor Group
Arizona
$13K +$9.9K +150 +283%
CFGS
43
Concourse Financial Group Securities
Alabama
$11K +$10.8K +164 New
TDC
44
Thompson Davis & Co
Virginia
$9K
BBHC
45
Brown Brothers Harriman & Co
New York
$7K
SEI Investments
46
SEI Investments
Pennsylvania
-$36K -571 Closed
GFP
47
Gryphon Financial Partners
Ohio
-$3K -43 Closed
CHC
48
City Holding Co
West Virginia
-$1K -15 Closed

GMZ Hedge Fund Activity: Q3 2018 in Review

44 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs MLP Income Opportunities Fund (GMZ) for Q3 2018, worth a combined $102M — down 1.5% from $104M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new GMZ positions and 4 closed out — a net gain of 3 holders — while 16 added to existing stakes and 11 trimmed.

The largest buyer was HITE Hedge Asset Management, opening a new position worth an estimated $1.33M. The largest seller was Wells Fargo, cutting an estimated $2.35M.

  • 44 institutional investors held Goldman Sachs MLP Income Opportunities Fund (GMZ) as of Q3 2018, up from 41 in Q2 2018.
  • Funds reported $102M of Goldman Sachs MLP Income Opportunities Fund stock for Q3 2018, down 1.5% quarter-over-quarter.
  • 7 funds opened new Goldman Sachs MLP Income Opportunities Fund positions in Q3 2018 and 4 closed out, a net change of +3 holders.
  • The largest Goldman Sachs MLP Income Opportunities Fund buyer in Q3 2018 was HITE Hedge Asset Management, an estimated $1.33M added.
  • The largest Goldman Sachs MLP Income Opportunities Fund seller in Q3 2018 was Wells Fargo, an estimated $2.35M sold.

Based on aggregated 13F filings for Q3 2018.