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GMZ

Goldman Sachs MLP Income Opportunities Fund

Delisted

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.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

12% more funds holding

Funds holding: 4146 (+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

Holders
46
Holders Change
+5
Holders Change %
+12.2%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
11
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$16.3M +$1.19M +19,651 +8%
Bank of America
2
Bank of America
North Carolina
$15.6M -$4.63M -76,332 -23%
Wells Fargo
3
Wells Fargo
California
$13.3M +$7.33M +120,702 +132%
AAM
4
Advisors Asset Management
Colorado
$7.54M +$499K +8,221 +7%
TB
5
Terril Brothers
Missouri
$7.52M +$849K +13,981 +13%
GC
6
Guggenheim Capital
Illinois
$7.03M +$401K +6,611 +6%
UBS Group
7
UBS Group
Switzerland
$5.3M +$529K +8,720 +11%
Invesco
8
Invesco
Georgia
$4.84M -$436K -7,180 -8%
QPWM
9
Quadrant Private Wealth Management
Pennsylvania
$4.57M
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.29M -$343K -5,655 -10%
COLIM
11
City of London Investment Management
United Kingdom
$2.36M +$287K +4,727 +14%
FFA
12
First Foundation Advisors
California
$1.17M +$1.13M +18,661 New
RJA
13
Raymond James & Associates
Florida
$835K +$157K +2,579 +24%
RCM
14
Rivernorth Capital Management
Florida
$777K +$753K +12,412 New
BRF
15
B. Riley Financial
California
$709K
Citigroup
16
Citigroup
New York
$614K -$13.7K -225 -2%
MWM
17
Merriman Wealth Management
Washington
$528K +$512K +8,439 New
NFG
18
Nations Financial Group
Iowa
$465K +$451K +7,436 New
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$456K +$442K +7,280 New
CRC
20
Curi RMB Capital
Illinois
$371K +$360K +5,923 New
PCM
21
Pointe Capital Management
Michigan
$305K -$39.9K -657 -12%
SIA
22
Starfire Investment Advisers
Michigan
$305K +$296K +4,879 New
Stifel Financial
23
Stifel Financial
Missouri
$282K -$257K -4,227 -48%
DA
24
Doliver Advisors
Texas
$278K -$890K -14,661 -77%
RCA
25
Rowland Carmichael Advisors
Arizona
$273K +$264K +4,357 New

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.