GS icon

Goldman Sachs
GS

Overview Fund Activity

949 hedge funds and large institutions have $50.6B invested in Goldman Sachs in 2014 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 362 increasing their positions, 365 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
949
Holders Change
-9
Holders Change %
-0.94%
% of All Funds
27.43%
Holding in Top 10
35
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.89%
% of All Funds
1.01%
New
76
Increased
362
Reduced
365
Closed
73
Calls
$1.09B
Puts
$1.53B
Net Calls
-$440M
Net Calls Change
+$691M

Top Buyers

1
IC
Institutional Capital
Illinois
+$591M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$426M
3
IIS
Ignis Investment Services
United Kingdom
+$272M
4
WRF
Waddell & Reed Financial
Kansas
+$149M
5
Capital International Investors
Capital International Investors
California
+$146M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.07B
2
Jennison Associates
Jennison Associates
New York
-$314M
3
TCIM
TIAA CREF Investment Management
New York
-$252M
4
Citadel Advisors
Citadel Advisors
Florida
-$160M
5
State Street
State Street
Massachusetts
-$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
BG
651
Bollard Group
Massachusetts
$819K +$328K +2,000 +67%
BRWA
652
B. Riley Wealth Advisors
Florida
$817K +$464K +2,830 +131%
AIM
653
Aspen Investment Management
Michigan
$815K – – –
EFS
654
Essex Financial Services
Connecticut
$814K +$46.1K +281 +6%
UB
655
UMB Bank
Missouri
$807K – – –
JRP
656
Jasper Ridge Partners
California
$795K – – –
IB
657
Intrust Bank
Kansas
$788K +$226K +1,378 +40%
III
658
Independent Investors Inc
New York
$786K – – –
JIC
659
Joel Isaacson & Co
New York
$783K +$75.1K +458 +11%
AP
660
Advisor Partners
California
$780K +$12.8K +78 +2%
Verition Fund Management
661
Verition Fund Management
Connecticut
$774K +$570K +3,481 +280%
LCM
662
Logan Capital Management
Pennsylvania
$770K – – –
AWA
663
AmeriServ Wealth Advisors
Pennsylvania
$762K -$967K -5,900 -56%
SOAMC
664
Spirit of America Management Corp
New York
$756K +$756K +4,615 New
GJIC
665
Gamble Jones Investment Counsel
California
$746K +$16.4K +100 +2%
PAG
666
Private Advisor Group
New Jersey
$743K +$330K +2,014 +80%
CC
667
Colrain Capital
Massachusetts
$737K +$737K +4,500 New
CC
668
Curian Capital
Colorado
$733K +$346K +2,110 +89%
EP
669
Elkhorn Partners
Nebraska
$721K – – –
BHWM
670
Bar Harbor Wealth Management
New Hampshire
$720K +$2.95K +18 +0.4%
SI
671
Stephens Inc
Arkansas
$714K -$15.2K -93 -2%
Cambridge Investment Research Advisors
672
Cambridge Investment Research Advisors
Iowa
$708K -$468K -2,854 -40%
WTIM
673
Wilmington Trust Investment Management
Delaware
$688K -$590K -3,600 -46%
HPBT
674
High Point Bank & Trust
North Carolina
$680K – – –
ACI
675
Alpha Cubed Investments
California
$678K -$448K -2,732 -40%
25 26
27
28 29