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GMZ

Goldman Sachs MLP Income Opportunities Fund

Delisted

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

24 hedge funds and large institutions have $39.7M invested in Goldman Sachs MLP Income Opportunities Fund in 2014 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

120% more capital invested

Capital invested by funds: $18M → $39.7M (+$21.7M)

71% more funds holding

Funds holding: 1424 (+10)

Holders
24
Holders Change
+10
Holders Change %
+71.43%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
7
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$23.8M +$17.1M +126,264 +242%
Bank of America
2
Bank of America
North Carolina
$4.32M +$2.86M +21,124 +188%
MCM
3
Murphy Capital Management
New Jersey
$2.46M +$2.5M +18,442 New
AW
4
ACG Wealth
Georgia
$2.17M +$1.04M +7,686 +90%
DFIM
5
Detwiler Fenton Investment Management
Massachusetts
$1.69M +$16.2K +120 +1%
Jane Street
6
Jane Street
New York
$1.3M +$1.32M +9,757 New
Wells Fargo
7
Wells Fargo
California
$644K +$654K +4,828 New
Stifel Financial
8
Stifel Financial
Missouri
$634K +$643K +4,749 New
Citigroup
9
Citigroup
New York
$596K +$585K +4,321 +3,022%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$439K +$425K +3,143 +2,198%
DWT
11
Dorsey & Whitney Trust
South Dakota
$361K +$3.52K +26 +1%
WS
12
Wedbush Securities
California
$313K -$19.1K -141 -6%
UR
13
USCA RIA
Texas
$267K
B
14
BancorpSouth
Mississippi
$191K +$193K +1,429 New
U
15
UBS
Switzerland
$139K +$141K +1,043 New
TCA
16
Tortoise Capital Advisors
Kansas
$95K +$96.7K +714 New
BRWA
17
B. Riley Wealth Advisors
Florida
$78K +$78.7K +581 New
Ameriprise
18
Ameriprise
Minnesota
$41K +$42K +310 New
TDC
19
Thompson Davis & Co
Virginia
$38K -$38.6K -285 -50%
WC
20
Whitnell & Co
Illinois
$31K +$31K +229 New
Barclays
21
Barclays
United Kingdom
$30K +$30.7K +227 New
TRCT
22
Tower Research Capital (TRC)
New York
$28K -$37.4K -276 -57%
WT
23
Whittier Trust
California
$19K +$19.4K +143 New
PFA
24
Paradigm Financial Advisors
Missouri
$17K +$17.7K +131 New
HHAM
25
HITE Hedge Asset Management
Massachusetts
-$2.08M -14,286 Closed

GMZ Hedge Fund Activity: Q1 2014 in Review

24 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs MLP Income Opportunities Fund (GMZ) for Q1 2014, worth a combined $39.7M — up 120% from $18M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new GMZ positions and 3 closed out — a net gain of 10 holders — while 7 added to existing stakes and 3 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $17.1M. The largest seller was HITE Hedge Asset Management, exiting entirely with an estimated $2.08M sold.

  • 24 institutional investors held Goldman Sachs MLP Income Opportunities Fund (GMZ) as of Q1 2014, up from 14 in Q4 2013.
  • Funds reported $39.7M of Goldman Sachs MLP Income Opportunities Fund stock for Q1 2014, up 120% quarter-over-quarter.
  • 13 funds opened new Goldman Sachs MLP Income Opportunities Fund positions in Q1 2014 and 3 closed out, a net change of +10 holders.
  • The largest Goldman Sachs MLP Income Opportunities Fund buyer in Q1 2014 was Morgan Stanley, an estimated $17.1M added.
  • The largest Goldman Sachs MLP Income Opportunities Fund seller in Q1 2014 was HITE Hedge Asset Management, an estimated $2.08M sold.

Based on aggregated 13F filings for Q1 2014.