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Goldman Sachs

1,193 hedge funds and large institutions have $63.8B invested in Goldman Sachs in 2017 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 495 increasing their positions, 399 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 495 | Existing positions reduced: 399

5% less first-time investments, than exits

New positions opened: 104 | Existing positions closed: 109

1.2% less ownership

Funds ownership: 74.31%73.11% (-1.2%)

1% less funds holding

Funds holding: 1,2101,193 (-17)

6% less capital invested

Capital invested by funds: $67.9B → $63.8B (-$4.06B)

20% less funds holding in top 10

Funds holding in top 10: 6451 (-13)

44% less call options, than puts

Call options by funds: $1.65B | Put options by funds: $2.95B

Holders
1,193
Holders Change
-17
Holders Change %
-1.4%
% of All Funds
29.74%
Holding in Top 10
51
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-20.31%
% of All Funds
1.27%
New
104
Increased
495
Reduced
399
Closed
109
Calls
$1.65B
Puts
$2.95B
Net Calls
-$1.29B
Net Calls Change
+$4.38M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
451
AFAM Capital
Texas
$4.22M +$360K +1,621 +9%
NCGI
452
Next Century Growth Investors
Minnesota
$4.22M +$1.51M +6,789 +56%
FP
453
FDO Partners
Massachusetts
$4.21M +$3.39M +15,253 +409%
SCM
454
Shelton Capital Management
Colorado
$4.19M
TG
455
TCW Group
California
$4.17M +$4.18M +18,798 New
SWM
456
Segment Wealth Management
Texas
$4.17M +$169K +761 +4%
AP
457
AHL Partners
United Kingdom
$4.16M +$2.42M +10,908 +139%
SBCM
458
Schwerin Boyle Capital Management
Massachusetts
$4.1M
HFS
459
HL Financial Services
Kentucky
$4.09M +$459K +2,064 +13%
AF
460
Arrow Financial
New York
$4.07M -$31.1K -140 -0.8%
B
461
Barings
North Carolina
$4.05M -$6.71M -30,188 -62%
NCM
462
Narwhal Capital Management
Georgia
$4.04M +$65.5K +295 +2%
BAAM
463
Baker Avenue Asset Management
California
$4.04M +$524K +2,358 +15%
CTA
464
Colonial Trust Advisors
South Carolina
$4.04M +$1.2M +5,404 +42%
SCA
465
Stonebridge Capital Advisors
Minnesota
$4.03M +$73.3K +330 +2%
KWILP
466
Kiwi Wealth Investments Limited Partnership
New Zealand
$4.01M +$579K +2,606 +17%
MC
467
Maverick Capital
Texas
$4.01M +$1.5M +6,770 +60%
CA
468
Cornerstone Advisors
North Carolina
$3.99M
PCC
469
Park Circle Company
Maryland
$3.99M
BFIM
470
Beese Fulmer Investment Management
Ohio
$3.97M +$44.2K +199 +1%
HVIA
471
Hudson Valley Investment Advisors
New York
$3.91M +$140K +630 +4%
SCM
472
Stanley Capital Management
Texas
$3.89M
LMIM
473
Lockheed Martin Investment Management
Maryland
$3.88M
BBI
474
Baxter Bros Inc
Connecticut
$3.87M +$462K +2,078 +14%
CWM
475
Catamount Wealth Management
Connecticut
$3.8M -$178K -800 -4%