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GMZ

Goldman Sachs MLP Income Opportunities Fund

Delisted

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

46 hedge funds and large institutions have $58.6M invested in Goldman Sachs MLP Income Opportunities Fund in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

31% more funds holding

Funds holding: 3546 (+11)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

7% less capital invested

Capital invested by funds: $62.9M → $58.6M (-$4.35M)

Holders
46
Holders Change
+11
Holders Change %
+31.43%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
11
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RC
26
RegentAtlantic Capital
New Jersey
$170K +$170K +4,000 New
GLLW
27
Graves Light Lenhart Wealth
Virginia
$138K
TSS
28
Two Sigma Securities
New York
$104K +$104K +2,441 New
DA
29
Doliver Advisors
Texas
$98K +$98K +2,301 New
STA
30
Summit Trail Advisors
New York
$98K +$98.5K +2,314 New
VVP
31
Venture Visionary Partners
Ohio
$95K +$95.7K +2,248 New
PCM
32
Pointe Capital Management
Michigan
$92K -$41.4K -972 -31%
Stifel Financial
33
Stifel Financial
Missouri
$79K +$79.6K +1,870 New
Truist Financial
34
Truist Financial
North Carolina
$78K +$78.3K +1,838 New
CCP
35
Cardan Capital Partners
Colorado
$61K
AWM
36
Avior Wealth Management
Nebraska
$39K +$9.2K +216 +30%
SIA
37
Sit Investment Associates
Minnesota
$38K +$12.2K +286 +46%
LWA
38
Lenox Wealth Advisors
New York
$27K +$27.2K +639 New
AG
39
Advisor Group
Arizona
$13K
FP
40
Financial Perspectives
Minnesota
$7.52K +$7.54K +177 New
CFGS
41
Concourse Financial Group Securities
Alabama
$7K
AF
42
Advisornet Financial
Minnesota
$6K +$6.47K +152 New
BBHC
43
Brown Brothers Harriman & Co
New York
$5K
TF
44
TimeScale Financial
Massachusetts
$3K
SF
45
Synovus Financial
Georgia
$2K
APA
46
American Portfolios Advisors
New York
$1.52K
ASN
47
Advisory Services Network
Georgia
$1K
SMG
48
Spectrum Management Group
Indiana
-$149K -3,066 Closed
MAM
49
Morse Asset Management
Connecticut
-$83K -1,714 Closed
LPL Financial
50
LPL Financial
California
-$74K -1,524 Closed

GMZ Hedge Fund Activity: Q4 2019 in Review

46 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs MLP Income Opportunities Fund (GMZ) for Q4 2019, worth a combined $58.6M — down 6.9% from $62.9M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new GMZ positions and 3 closed out — a net gain of 12 holders — while 11 added to existing stakes and 11 trimmed.

The largest buyer was Landscape Capital Management, opening a new position worth an estimated $2.55M. The largest seller was Bank of America, cutting an estimated $1.33M.

  • 46 institutional investors held Goldman Sachs MLP Income Opportunities Fund (GMZ) as of Q4 2019, up from 35 in Q3 2019.
  • Funds reported $58.6M of Goldman Sachs MLP Income Opportunities Fund stock for Q4 2019, down 6.9% quarter-over-quarter.
  • 15 funds opened new Goldman Sachs MLP Income Opportunities Fund positions in Q4 2019 and 3 closed out, a net change of +12 holders.
  • The largest Goldman Sachs MLP Income Opportunities Fund buyer in Q4 2019 was Landscape Capital Management, an estimated $2.55M added.
  • The largest Goldman Sachs MLP Income Opportunities Fund seller in Q4 2019 was Bank of America, an estimated $1.33M sold.

Based on aggregated 13F filings for Q4 2019.