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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
AP
651
Advisor Partners
California
$1.56M +$111K +500 +8%
MCM
652
Mork Capital Management
California
$1.55M
PC
653
PhiloSmith Capital
Connecticut
$1.55M
MCM
654
Murphy Capital Management
New Jersey
$1.53M +$341K +1,535 +29%
DWA
655
Douglass Winthrop Advisors
New York
$1.5M -$267K -1,200 -15%
PBT
656
Pictet Bank & Trust
Bahamas
$1.49M +$1.49M +6,710 New
RC
657
Roundview Capital
New Jersey
$1.49M +$625K +2,813 +73%
TSWM
658
Triangle Securities Wealth Management
North Carolina
$1.48M -$40K -180 -3%
LNWWM
659
Laird Norton Wetherby Wealth Management
California
$1.48M -$27.8K -125 -2%
LAM
660
Lingohr Asset Management
Germany
$1.48M +$618K +2,782 +76%
IAS
661
IMA Advisory Services
Colorado
$1.48M +$1.48M +6,648 New
MNBTD
662
Moody National Bank Trust Division
Texas
$1.46M -$2.22K -10 -0.2%
CEP
663
Chicago Equity Partners
Illinois
$1.46M -$35.6M -160,410 -96%
QI
664
Quotient Investors
New York
$1.45M -$22.2K -100 -2%
ZIC
665
ZWJ Investment Counsel
Georgia
$1.42M +$229K +1,032 +19%
SI
666
SII Investments
Wisconsin
$1.42M +$977K +4,396 +218%
ANRIA
667
American National Registered Investment Advisor
Texas
$1.4M -$2.22K -10 -0.2%
IA
668
IFP Advisors
Florida
$1.4M +$163K +734 +13%
SSG
669
Summit Securities Group
New York
$1.4M +$933K +4,200 +200%
HAI
670
Hennessy Advisors Inc
California
$1.38M +$44.4K +200 +3%
SW
671
SVB Wealth
Massachusetts
$1.37M -$20.9K -94 -1%
WSFS
672
Wilmington Savings Fund Society
Delaware
$1.36M +$55.5K +250 +4%
NIT
673
NumerixS Investment Technologies
British Columbia, Canada
$1.35M -$1.64M -7,400 -55%
WB
674
WesBanco Bank
West Virginia
$1.34M -$24.4K -110 -2%
DLG
675
Daniel L. Goodwin
$1.33M