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GMZ

Goldman Sachs MLP Income Opportunities Fund

Delisted

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

41 hedge funds and large institutions have $104M invested in Goldman Sachs MLP Income Opportunities Fund in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $87M → $104M (+$16.6M)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

2% less funds holding

Funds holding: 4241 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
41
Holders Change
-1
Holders Change %
-2.38%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
13
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$18.9M +$1.79M +29,076 +11%
Wells Fargo
2
Wells Fargo
California
$18.5M +$2.96M +48,128 +20%
Morgan Stanley
3
Morgan Stanley
New York
$17.7M -$228K -3,710 -1%
AAM
4
Advisors Asset Management
Colorado
$8.65M +$1.06M +17,228 +14%
TB
5
Terril Brothers
Missouri
$7.49M -$19.7K -321 -0.3%
GC
6
Guggenheim Capital
Illinois
$7.26M -$169K -2,746 -2%
QPWM
7
Quadrant Private Wealth Management
Pennsylvania
$4.87M
Invesco
8
Invesco
Georgia
$3.91M -$483K -7,850 -11%
UBS Group
9
UBS Group
Switzerland
$3.76M -$1.48M -24,086 -29%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.23M -$6.83K -111 -0.2%
RJA
11
Raymond James & Associates
Florida
$1.99M +$1.24M +20,146 +177%
FFA
12
First Foundation Advisors
California
$1.29M +$74.4K +1,210 +6%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$797K -$5.04K -82 -0.6%
COLIM
14
City of London Investment Management
United Kingdom
$724K -$1.13M -18,453 -62%
BRF
15
B. Riley Financial
California
$712K -$3.63K -59 -0.5%
Citigroup
16
Citigroup
New York
$655K +$43.9K +714 +7%
CRC
17
Curi RMB Capital
Illinois
$569K -$11.6K -188 -2%
PCM
18
Pointe Capital Management
Michigan
$308K
JMPWA
19
JP Morgan Private Wealth Advisors
California
$287K +$65K +1,057 +30%
RCA
20
Rowland Carmichael Advisors
Arizona
$275K
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$254K
LB
22
Landmark Bank
Missouri
$215K +$210K +3,420 New
Stifel Financial
23
Stifel Financial
Missouri
$188K -$82.8K -1,346 -31%
HighTower Advisors
24
HighTower Advisors
Illinois
$175K -$6.27K -102 -4%
MML Investors Services
25
MML Investors Services
Massachusetts
$174K -$50K -814 -23%

GMZ Hedge Fund Activity: Q2 2018 in Review

41 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs MLP Income Opportunities Fund (GMZ) for Q2 2018, worth a combined $104M — up 19% from $87M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of GMZ and 4 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 13 added.

The largest buyer was Wells Fargo, adding an estimated $2.96M. The largest seller was UBS Group, cutting an estimated $1.48M.

  • 41 institutional investors held Goldman Sachs MLP Income Opportunities Fund (GMZ) as of Q2 2018, down from 42 in Q1 2018.
  • Funds reported $104M of Goldman Sachs MLP Income Opportunities Fund stock for Q2 2018, up 19% quarter-over-quarter.
  • 4 funds opened new Goldman Sachs MLP Income Opportunities Fund positions in Q2 2018 and 5 closed out, a net change of -1 holder.
  • The largest Goldman Sachs MLP Income Opportunities Fund buyer in Q2 2018 was Wells Fargo, an estimated $2.96M added.
  • The largest Goldman Sachs MLP Income Opportunities Fund seller in Q2 2018 was UBS Group, an estimated $1.48M sold.

Based on aggregated 13F filings for Q2 2018.