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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 $62.9M invested in Goldman Sachs MLP Income Opportunities Fund in 2019 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% less funds holding

Funds holding: 39 → 35 (-4)

13% less capital invested

Capital invested by funds: $72.4M → $62.9M (-$9.5M)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
35
Holders Change
-4
Holders Change %
-10.26%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
8
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
QPWM
Quadrant Private Wealth Management
Pennsylvania
+$4.64M
2
Morgan Stanley
Morgan Stanley
New York
+$681K
3
Bank of America
Bank of America
North Carolina
+$465K
4
GLLW
Graves Light Lenhart Wealth
Virginia
+$167K
5
Wells Fargo
Wells Fargo
California
+$93.2K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$1.01M
2
UBS Group
UBS Group
Switzerland
-$691K
3
PPW
Pasadena Private Wealth
California
-$427K
4
Invesco
Invesco
Georgia
-$413K
5
DA
Doliver Advisors
Texas
-$255K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
26
Cardan Capital Partners
Colorado
$70K – – –
US Bancorp
27
US Bancorp
Minnesota
$49K – – –
AWM
28
Avior Wealth Management
Nebraska
$34K – – –
SIA
29
Sit Investment Associates
Minnesota
$30K +$15.3K +299 +93%
AG
30
Advisor Group
Arizona
$15K – – –
ZA
31
Zazove Associates
Nevada
$11K – – –
CFGS
32
Concourse Financial Group Securities
Alabama
$8K – – –
BBHC
33
Brown Brothers Harriman & Co
New York
$6K – – –
TF
34
TimeScale Financial
Massachusetts
$4K – – –
SF
35
Synovus Financial
Georgia
$2K – – –
APA
36
American Portfolios Advisors
New York
$1.73K – – –
ASN
37
Advisory Services Network
Georgia
$1K – – –
PPW
38
Pasadena Private Wealth
California
– -$427K -7,838 Closed
DA
39
Doliver Advisors
Texas
– -$255K -4,668 Closed
M&T Bank
40
M&T Bank
New York
– -$134K -2,453 Closed
HighTower Advisors
41
HighTower Advisors
Illinois
– -$121K -2,228 Closed
WS
42
Wedbush Securities
California
– -$115K -2,107 Closed
ESB
43
Essex Savings Bank
Connecticut
– -$16K -286 Closed
1
2

GMZ Hedge Fund Activity: Q3 2019 in Review

35 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs MLP Income Opportunities Fund (GMZ) for Q3 2019, worth a combined $62.9M — down 13% from $72.4M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of GMZ and 2 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 8 added.

The largest buyer was Quadrant Private Wealth Management, opening a new position worth an estimated $4.64M. The largest seller was Guggenheim Capital, cutting an estimated $1.01M.

  • 35 institutional investors held Goldman Sachs MLP Income Opportunities Fund (GMZ) as of Q3 2019, down from 39 in Q2 2019.
  • Funds reported $62.9M of Goldman Sachs MLP Income Opportunities Fund stock for Q3 2019, down 13% quarter-over-quarter.
  • 2 funds opened new Goldman Sachs MLP Income Opportunities Fund positions in Q3 2019 and 6 closed out, a net change of -4 holders.
  • The largest Goldman Sachs MLP Income Opportunities Fund buyer in Q3 2019 was Quadrant Private Wealth Management, an estimated $4.64M added.
  • The largest Goldman Sachs MLP Income Opportunities Fund seller in Q3 2019 was Guggenheim Capital, an estimated $1.01M sold.

Based on aggregated 13F filings for Q3 2019.