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Goldman Sachs
GS

935 hedge funds and large institutions have $57.2B invested in Goldman Sachs in 2014 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 302 increasing their positions, 402 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 40 → 48 (+8)

15% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 65

9% more capital invested

Capital invested by funds: $52.5B → $57.2B (+$4.65B)

1.63% more ownership

Funds ownership: 69.81% → 71.44% (+1.6%)

0% more funds holding

Funds holding: 933 → 935 (+2)

25% less repeat investments, than reductions

Existing positions increased: 302 | Existing positions reduced: 402

33% less call options, than puts

Call options by funds: $1.38B | Put options by funds: $2.06B

Holders
935
Holders Change
+2
Holders Change %
+0.21%
% of All Funds
27.13%
Holding in Top 10
48
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+20%
% of All Funds
1.39%
New
75
Increased
302
Reduced
402
Closed
65
Calls
$1.38B
Puts
$2.06B
Net Calls
-$679M
Net Calls Change
-$164M

Top Buyers

Rank Fund Capital Flow
1
LPU
Lansdowne Partners (UK)
United Kingdom
+$562M
2
Harris Associates
Harris Associates
Illinois
+$227M
3
JP Morgan Chase
JP Morgan Chase
New York
+$168M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$153M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$148M

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$412M
2
IG
ING Group
Netherlands
-$406M
3
IC
Institutional Capital
Illinois
-$186M
4
Capital World Investors
Capital World Investors
California
-$153M
5
GTP
Global Thematic Partners
New York
-$122M
Name Holding Trade Value Shares
Change 		Change in
Stake
RMSCM
501
R.M. Sincerbeaux Capital Management
New York
$2.33M – – –
Franklin Resources
502
Franklin Resources
California
$2.33M -$509K -2,896 -19%
AAIM
503
American Assets Investment Management
California
$2.3M – – –
CTA
504
Colonial Trust Advisors
South Carolina
$2.28M -$35.1K -200 -2%
WS
505
Wedbush Securities
California
$2.26M -$146K -829 -6%
CWM
506
Calamos Wealth Management
Illinois
$2.23M +$38.1K +217 +2%
SI
507
SII Investments
Wisconsin
$2.23M +$82.6K +470 +4%
TWA
508
Tillar-Wenstrup Advisors
Ohio
$2.23M -$56.9K -324 -3%
AB
509
Amalgamated Bank
New York
$2.22M +$6.67K +38 +0.3%
PGFC
510
Peapack-Gladstone Financial Corp
New Jersey
$2.22M -$149K -850 -7%
PCM
511
Pentwater Capital Management
Florida
$2.2M – – –
DVM
512
Dreman Value Management
Florida
$2.19M -$80.3K -457 -4%
TPM
513
T2 Partners Management
New York
$2.19M -$681K -3,875 -25%
Brown Advisory
514
Brown Advisory
Maryland
$2.17M -$45.1K -257 -2%
YIA
515
YHB Investment Advisors
Connecticut
$2.15M +$19.1K +109 +0.9%
MYLI
516
Meiji Yasuda Life Insurance
Japan
$2.14M +$126K +715 +7%
KFS
517
KMS Financial Services
Washington
$2.13M -$40.6K -231 -2%
WTC
518
WhitTier Trust Company
Nevada
$2.12M +$24.4K +139 +1%
GAM
519
Griffin Asset Management
New York
$2.1M +$151K +857 +8%
SAM
520
Sawgrass Asset Management
Florida
$2.09M – – –
DM
521
Delphi Management
Massachusetts
$2.08M -$147K -837 -7%
CAM
522
CMT Asset Management
Illinois
$2.05M +$1.96M +11,145 New
HAI
523
Hennessy Advisors Inc
California
$2.02M -$1.93M -11,000 -50%
LMIM
524
Lockheed Martin Investment Management
Maryland
$2.02M – – –
PP
525
Palladium Partners
Virginia
$2.02M +$117K +668 +6%
19 20
21
22 23

GS Hedge Fund Activity: Q3 2014 in Review

935 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs (GS) for Q3 2014, worth a combined $57.2B — up 8.8% from $52.5B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new GS positions and 65 closed out — a net gain of 10 holders — while 302 added to existing stakes and 402 trimmed.

The largest buyer was Lansdowne Partners (UK), adding an estimated $562M. The largest seller was Norges Bank, cutting an estimated $412M.

  • 935 institutional investors held Goldman Sachs (GS) as of Q3 2014, up from 933 in Q2 2014.
  • Funds reported $57.2B of Goldman Sachs stock for Q3 2014, up 8.8% quarter-over-quarter.
  • 75 funds opened new Goldman Sachs positions in Q3 2014 and 65 closed out, a net change of +10 holders.
  • The largest Goldman Sachs buyer in Q3 2014 was Lansdowne Partners (UK), an estimated $562M added.
  • The largest Goldman Sachs seller in Q3 2014 was Norges Bank, an estimated $412M sold.

Based on aggregated 13F filings for Q3 2014.