Goldman Sachs MLP Income Opportunities Fund
GMZ was delisted on the 25th of September, 2020.
43 hedge funds and large institutions have $70.5M invested in Goldman Sachs MLP Income Opportunities Fund in 2018 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 11 closing their positions.
0% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 11
2% less funds holding
Funds holding: 44 → 43 (-1)
29% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 14
31% less capital invested
Capital invested by funds: $102M → $70.5M (-$31.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.02M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.74M |
| 3 |
FFA
First Foundation Advisors
Irvine,
California
|
+$1.31M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.04M |
| 5 |
VF
Virtu Financial
New York
|
+$581K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$10.1M |
| 2 |
Morgan Stanley
New York
|
-$2.51M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.48M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.18M |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
-$1.05M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LB
51
Landmark Bank
Columbia,
Missouri
| – | -$220K | -3,420 | Closed |
|
|
F
52
Filament
Seattle,
Washington
| – | -$133K | -2,077 | Closed |
|
53
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$103K | -1,604 | Closed |
|
54
Creative Planning
Overland Park,
Kansas
| – | -$100K | -1,550 | Closed |
|
55
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$50K | -770 | Closed |
|
GMZ Hedge Fund Activity: Q4 2018 in Review
43 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs MLP Income Opportunities Fund (GMZ) for Q4 2018, worth a combined $70.5M — down 31% from $102M a quarter earlier.
Fund positioning in GMZ was balanced in Q4 2018: 11 funds opened new positions, 11 closed out, 10 added to existing stakes and 14 trimmed.
The largest buyer was Bank of America, adding an estimated $3.02M. The largest seller was Wells Fargo, cutting an estimated $10.1M.
- 43 institutional investors held Goldman Sachs MLP Income Opportunities Fund (GMZ) as of Q4 2018, down from 44 in Q3 2018.
- Funds reported $70.5M of Goldman Sachs MLP Income Opportunities Fund stock for Q4 2018, down 31% quarter-over-quarter.
- 11 funds opened new Goldman Sachs MLP Income Opportunities Fund positions in Q4 2018 and 11 closed out, a net change of 0 holders.
- The largest Goldman Sachs MLP Income Opportunities Fund buyer in Q4 2018 was Bank of America, an estimated $3.02M added.
- The largest Goldman Sachs MLP Income Opportunities Fund seller in Q4 2018 was Wells Fargo, an estimated $10.1M sold.
Based on aggregated 13F filings for Q4 2018.