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Goldman Sachs

1,348 hedge funds and large institutions have $70.2B invested in Goldman Sachs in 2018 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 505 increasing their positions, 448 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 92

26% more funds holding in top 10

Funds holding in top 10: 4759 (+12)

13% more repeat investments, than reductions

Existing positions increased: 505 | Existing positions reduced: 448

4% more funds holding

Funds holding: 1,2921,348 (+56)

0.32% less ownership

Funds ownership: 73.86%73.54% (-0.32%)

1% less capital invested

Capital invested by funds: $70.9B → $70.2B (-$777M)

24% less call options, than puts

Call options by funds: $1.83B | Put options by funds: $2.41B

Holders
1,348
Holders Change
+56
Holders Change %
+4.33%
% of All Funds
30.89%
Holding in Top 10
59
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+25.53%
% of All Funds
1.35%
New
157
Increased
505
Reduced
448
Closed
92
Calls
$1.83B
Puts
$2.41B
Net Calls
-$578M
Net Calls Change
+$813M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
26
Neuberger Berman Group
New York
$587M -$15.2M -58,495 -2%
Deutsche Bank
27
Deutsche Bank
Germany
$585M +$26.9M +103,289 +5%
JP Morgan Chase
28
JP Morgan Chase
New York
$563M -$101M -389,654 -15%
Janus Henderson Group
29
Janus Henderson Group
United Kingdom
$536M +$87.4M +335,530 +19%
Capital Research Global Investors
30
Capital Research Global Investors
California
$515M -$401M -1,538,394 -43%
O
31
OppenheimerFunds
New York
$499M +$43.3M +166,434 +9%
DZ Bank
32
DZ Bank
Germany
$470M +$82.7M +317,649 +21%
EVM
33
Eaton Vance Management
Massachusetts
$467M +$271M +1,039,874 +128%
Legal & General Group
34
Legal & General Group
United Kingdom
$420M -$33.5M -128,697 -7%
Wells Fargo
35
Wells Fargo
California
$370M -$3.32M -12,736 -0.9%
Harris Associates
36
Harris Associates
Illinois
$362M -$24.8M -95,303 -6%
TA
37
Teachers Advisors
New York
$351M +$15.2M +58,197 +4%
Charles Schwab
38
Charles Schwab
California
$349M +$10.1M +38,648 +3%
KP
39
Kiltearn Partners
United Kingdom
$343M +$1.9M +7,300 +0.5%
Pzena Investment Management
40
Pzena Investment Management
New York
$340M -$15.3M -58,851 -4%
Hotchkis & Wiley Capital Management
41
Hotchkis & Wiley Capital Management
California
$319M -$8.85M -34,000 -3%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$316M +$7.85M +30,141 +2%
LSV Asset Management
43
LSV Asset Management
Illinois
$312M -$4.05M -15,549 -1%
UBS AM
44
UBS AM
Illinois
$302M +$26.3M +101,149 +9%
UBS Group
45
UBS Group
Switzerland
$290M +$28.7M +110,054 +11%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$260M -$15.4M -59,000 -5%
PI
47
Putnam Investments
Massachusetts
$252M +$18.6M +71,565 +8%
Millennium Management
48
Millennium Management
New York
$252M +$123M +471,354 +89%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$246M -$6.94M -26,658 -3%
PPA
50
Parametric Portfolio Associates
Washington
$240M +$1.45M +5,583 +0.6%

GS Hedge Fund Activity: Q1 2018 in Review

1,348 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs (GS) for Q1 2018, worth a combined $70.2B — down 1.1% from $70.9B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new GS positions and 92 closed out — a net gain of 65 holders — while 505 added to existing stakes and 448 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $711M. The largest seller was Wellington Management Group, cutting an estimated $640M.

  • 1,348 institutional investors held Goldman Sachs (GS) as of Q1 2018, up from 1,292 in Q4 2017.
  • Funds reported $70.2B of Goldman Sachs stock for Q1 2018, down 1.1% quarter-over-quarter.
  • 157 funds opened new Goldman Sachs positions in Q1 2018 and 92 closed out, a net change of +65 holders.
  • The largest Goldman Sachs buyer in Q1 2018 was Fidelity Investments, an estimated $711M added.
  • The largest Goldman Sachs seller in Q1 2018 was Wellington Management Group, an estimated $640M sold.

Based on aggregated 13F filings for Q1 2018.