Goldman Sachs MLP Income Opportunities Fund
GMZ was delisted on the 25th of September, 2020.
39 hedge funds and large institutions have $88.2M invested in Goldman Sachs MLP Income Opportunities Fund in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 13 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 10
15% more capital invested
Capital invested by funds: $76.7M → $88.2M (+$11.5M)
13% less funds holding
Funds holding: 45 → 39 (-6)
38% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$2.45M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.83M |
| 3 |
TB
Terril Brothers
St. Louis,
Missouri
|
+$1.12M |
| 4 |
Morgan Stanley
New York
|
+$887K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$769K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$1.69M |
| 2 |
SCA
Salient Capital Advisors
Houston,
Texas
|
-$1.28M |
| 3 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$492K |
| 4 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$292K |
| 5 |
EWM
Edge Wealth Management
New York
|
-$263K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Geode Capital Management
Boston,
Massachusetts
| – | -$110K | -1,623 | Closed |
|
|
AA
52
Ancora Advisors
Cleveland,
Ohio
| – | -$5K | -71 | Closed |
|
|
LTFS
53
Ladenburg Thalmann Financial Services
Miami,
Florida
| – | -$3K | -38 | Closed |
|
GMZ Hedge Fund Activity: Q1 2017 in Review
39 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs MLP Income Opportunities Fund (GMZ) for Q1 2017, worth a combined $88.2M — up 15% from $76.7M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of GMZ and 8 opened new positions — a net loss of 5 holders — while 10 trimmed existing stakes and 16 added.
The largest buyer was City of London Investment Management, adding an estimated $2.45M. The largest seller was Stifel Financial, cutting an estimated $1.69M.
- 39 institutional investors held Goldman Sachs MLP Income Opportunities Fund (GMZ) as of Q1 2017, down from 45 in Q4 2016.
- Funds reported $88.2M of Goldman Sachs MLP Income Opportunities Fund stock for Q1 2017, up 15% quarter-over-quarter.
- 8 funds opened new Goldman Sachs MLP Income Opportunities Fund positions in Q1 2017 and 13 closed out, a net change of -5 holders.
- The largest Goldman Sachs MLP Income Opportunities Fund buyer in Q1 2017 was City of London Investment Management, an estimated $2.45M added.
- The largest Goldman Sachs MLP Income Opportunities Fund seller in Q1 2017 was Stifel Financial, an estimated $1.69M sold.
Based on aggregated 13F filings for Q1 2017.