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GMZ

Goldman Sachs MLP Income Opportunities Fund

Delisted

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

34 hedge funds and large institutions have $10.6M invested in Goldman Sachs MLP Income Opportunities Fund in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 3 increasing their positions, 15 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more capital invested

Capital invested by funds: $7.47M → $10.6M (+$3.17M)

13% less funds holding

Funds holding: 3934 (-5)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

80% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 15

Holders
34
Holders Change
-5
Holders Change %
-12.82%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
3
Reduced
15
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$10K +$10.2K +1,007 New
IA
27
IFP Advisors
Florida
$6K +$5.76K +570 New
APA
28
American Portfolios Advisors
New York
$5.13K -$10 -1 -0.2%
AWM
29
Avior Wealth Management
Nebraska
$2K -$10 -1 -0.5%
CFGS
30
Concourse Financial Group Securities
Alabama
$2K
FP
31
Financial Perspectives
Minnesota
$1.7K
BBHC
32
Brown Brothers Harriman & Co
New York
$1K
TF
33
TimeScale Financial
Massachusetts
$1K +$20 +2 +3%
PAG
34
Private Advisor Group
New Jersey
$1K +$717 +71 New
MGWM
35
Marks Group Wealth Management
Minnesota
-$171K -21,000 Closed
AAM
36
Advisors Asset Management
Colorado
-$162K -19,933 Closed
MML Investors Services
37
MML Investors Services
Massachusetts
-$70K -8,578 Closed
AGM
38
Alpine Global Management
New York
-$64K -7,904 Closed
BRWM
39
B. Riley Wealth Management
Tennessee
-$49K -5,975 Closed
TCA
40
Transcend Capital Advisors
New Jersey
-$16K -2,764 Closed
STA
41
Summit Trail Advisors
New York
-$19K -2,314 Closed
IWM
42
IHT Wealth Management
Illinois
-$18K -2,191 Closed
PCM
43
Pointe Capital Management
Michigan
-$18K -2,157 Closed
Stifel Financial
44
Stifel Financial
Missouri
-$14K -1,841 Closed
VVP
45
Venture Visionary Partners
Ohio
-$14K -1,772 Closed
PWM
46
Perigon Wealth Management
California
-$14K -1,586 Closed
DWM
47
Darwin Wealth Management
Florida
-$12K -1,519 Closed
CCP
48
Cardan Capital Partners
Colorado
-$12K -1,446 Closed
EWM
49
EPG Wealth Management
Georgia
-$2K -198 Closed
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
-$1K -179 Closed

GMZ Hedge Fund Activity: Q2 2020 in Review

34 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs MLP Income Opportunities Fund (GMZ) for Q2 2020, worth a combined $10.6M — up 42% from $7.47M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of GMZ and 13 opened new positions — a net loss of 5 holders — while 15 trimmed existing stakes and 3 added.

The largest buyer was Cornerstone Advisors, opening a new position worth an estimated $2.65M. The largest seller was Bank of America, cutting an estimated $1.18M.

  • 34 institutional investors held Goldman Sachs MLP Income Opportunities Fund (GMZ) as of Q2 2020, down from 39 in Q1 2020.
  • Funds reported $10.6M of Goldman Sachs MLP Income Opportunities Fund stock for Q2 2020, up 42% quarter-over-quarter.
  • 13 funds opened new Goldman Sachs MLP Income Opportunities Fund positions in Q2 2020 and 18 closed out, a net change of -5 holders.
  • The largest Goldman Sachs MLP Income Opportunities Fund buyer in Q2 2020 was Cornerstone Advisors, an estimated $2.65M added.
  • The largest Goldman Sachs MLP Income Opportunities Fund seller in Q2 2020 was Bank of America, an estimated $1.18M sold.

Based on aggregated 13F filings for Q2 2020.