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Goldman Sachs

1,291 hedge funds and large institutions have $70.9B invested in Goldman Sachs in 2017 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 441 increasing their positions, 450 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more first-time investments, than exits

New positions opened: 179 | Existing positions closed: 72

8% more funds holding

Funds holding: 1,1951,291 (+96)

7% more capital invested

Capital invested by funds: $66.5B → $70.9B (+$4.48B)

2% more funds holding in top 10

Funds holding in top 10: 4647 (+1)

1.35% more ownership

Funds ownership: 72.51%73.86% (+1.3%)

2% less repeat investments, than reductions

Existing positions increased: 441 | Existing positions reduced: 450

46% less call options, than puts

Call options by funds: $1.64B | Put options by funds: $3.03B

Holders
1,291
Holders Change
+96
Holders Change %
+8.03%
% of All Funds
29.28%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
1.07%
New
179
Increased
441
Reduced
450
Closed
72
Calls
$1.64B
Puts
$3.03B
Net Calls
-$1.39B
Net Calls Change
-$164M
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
551
MML Investors Services
Massachusetts
$2.74M -$284K -1,159 -10%
Cerity Partners
552
Cerity Partners
New York
$2.74M +$89.5K +365 +4%
Northwestern Mutual Wealth Management
553
Northwestern Mutual Wealth Management
Wisconsin
$2.7M +$4.17K +17 +0.2%
SAM
554
Sawgrass Asset Management
Florida
$2.69M -$184K -750 -7%
TCM
555
Tradition Capital Management
New Jersey
$2.67M -$137K -560 -5%
II
556
IFM Investors
Australia
$2.6M +$77K +314 +3%
HAI
557
Hennessy Advisors Inc
California
$2.6M +$1.03M +4,190 +70%
BSPF
558
British Steel Pension Fund
United Kingdom
$2.59M
SB
559
Simmons Bank
Arkansas
$2.58M -$156K -636 -6%
UAS
560
United Asset Strategies
New York
$2.56M +$2.46M +10,047 New
MC
561
Menta Capital
California
$2.55M -$711K -2,900 -22%
ECM
562
Elgethun Capital Management
South Dakota
$2.55M -$10.1K -41 -0.4%
HIH
563
HRS Investment Holdings
New York
$2.55M
WCA
564
Westover Capital Advisors
Delaware
$2.54M -$73.3K -299 -3%
PFT
565
Providence First Trust
Arizona
$2.54M
DSC
566
Duncker Streett & Co
Missouri
$2.54M +$736K +3,000 +43%
BG
567
Bahl & Gaynor
Ohio
$2.51M -$350K -1,427 -13%
MPWT
568
MassMutual Private Wealth & Trust
Connecticut
$2.49M -$11.5K -47 -0.5%
IP
569
Intellectus Partners
California
$2.48M +$986K +4,019 +70%
LWS
570
Lucia Wealth Services
California
$2.48M +$2.39M +9,737 New
WIA
571
Wealthstreet Investment Advisors
Texas
$2.48M +$2.39M +9,730 New
UB
572
UMB Bank
Missouri
$2.45M -$245 -1 -0%
AIM
573
Assured Investment Management
New York
$2.44M +$2.35M +9,575 New
ANTB
574
AMG National Trust Bank
Colorado
$2.44M -$24.8K -101 -1%
IRF
575
IBM Retirement Fund
New York
$2.42M -$114K -464 -5%

GS Hedge Fund Activity: Q4 2017 in Review

1,291 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs (GS) for Q4 2017, worth a combined $70.9B — up 6.7% from $66.5B a quarter earlier.

Buyers outnumbered sellers: 179 funds opened new GS positions and 72 closed out — a net gain of 107 holders — while 441 added to existing stakes and 450 trimmed.

The largest buyer was Capital World Investors, adding an estimated $614M. The largest seller was Dodge & Cox, cutting an estimated $560M.

  • 1,291 institutional investors held Goldman Sachs (GS) as of Q4 2017, up from 1,195 in Q3 2017.
  • Funds reported $70.9B of Goldman Sachs stock for Q4 2017, up 6.7% quarter-over-quarter.
  • 179 funds opened new Goldman Sachs positions in Q4 2017 and 72 closed out, a net change of +107 holders.
  • The largest Goldman Sachs buyer in Q4 2017 was Capital World Investors, an estimated $614M added.
  • The largest Goldman Sachs seller in Q4 2017 was Dodge & Cox, an estimated $560M sold.

Based on aggregated 13F filings for Q4 2017.