Goldman Sachs MLP Income Opportunities Fund
GMZ was delisted on the 25th of September, 2020.
46 hedge funds and large institutions have $96.8M invested in Goldman Sachs MLP Income Opportunities Fund in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 8 closing their positions.
75% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 8
12% more funds holding
Funds holding: 41 → 46 (+5)
8% more capital invested
Capital invested by funds: $89.5M → $96.8M (+$7.31M)
15% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$7.33M |
| 2 |
Morgan Stanley
New York
|
+$1.19M |
| 3 |
FFA
First Foundation Advisors
Irvine,
California
|
+$1.13M |
| 4 |
TB
Terril Brothers
St. Louis,
Missouri
|
+$849K |
| 5 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$753K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$4.63M |
| 2 |
SMG
Spectrum Management Group
Indianapolis,
Indiana
|
-$1.13M |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
-$890K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$819K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$436K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Citadel Advisors
Miami,
Florida
| – | -$212K | -3,252 | Closed |
|
|
BW
52
Bison Wealth
Atlanta,
Georgia
| – | -$106K | -1,624 | Closed |
|
|
AL
53
Aspiriant LLC
Los Angeles,
California
| – | -$99K | -1,513 | Closed |
|
|
WEC
54
Winslow Evans & Crocker
Boston,
Massachusetts
| – | -$18.6K | -284 | Closed |
|
|
ST
55
Smithfield Trust
Pittsburgh,
Pennsylvania
| – | -$5K | -71 | Closed |
|
GMZ Hedge Fund Activity: Q4 2017 in Review
46 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs MLP Income Opportunities Fund (GMZ) for Q4 2017, worth a combined $96.8M — up 8.2% from $89.5M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new GMZ positions and 8 closed out — a net gain of 6 holders — while 11 added to existing stakes and 13 trimmed.
The largest buyer was Wells Fargo, adding an estimated $7.33M. The largest seller was Bank of America, cutting an estimated $4.63M.
- 46 institutional investors held Goldman Sachs MLP Income Opportunities Fund (GMZ) as of Q4 2017, up from 41 in Q3 2017.
- Funds reported $96.8M of Goldman Sachs MLP Income Opportunities Fund stock for Q4 2017, up 8.2% quarter-over-quarter.
- 14 funds opened new Goldman Sachs MLP Income Opportunities Fund positions in Q4 2017 and 8 closed out, a net change of +6 holders.
- The largest Goldman Sachs MLP Income Opportunities Fund buyer in Q4 2017 was Wells Fargo, an estimated $7.33M added.
- The largest Goldman Sachs MLP Income Opportunities Fund seller in Q4 2017 was Bank of America, an estimated $4.63M sold.
Based on aggregated 13F filings for Q4 2017.