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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

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

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
AIM
701
Aspen Investment Management
Michigan
$479K -$447K -2,545 -49%
SWP
702
Stratos Wealth Partners
Ohio
$477K -$38.3K -218 -8%
AI
703
Atria Investments
North Carolina
$474K -$19.7K -112 -4%
FHA
704
First Horizon Advisors
Tennessee
$470K +$4.04K +23 +0.9%
JRP
705
Jasper Ridge Partners
California
$468K -$404K -2,300 -47%
CIC
706
Chilton Investment Company
Connecticut
$468K +$448K +2,550 New
HCM
707
Hollencrest Capital Management
California
$467K +$176 +1 +0%
FHB
708
First Hawaiian Bank
Hawaii
$465K -$77.6K -442 -15%
EWA
709
Exencial Wealth Advisors
Oklahoma
$465K +$176 +1 +0%
ATC
710
Argent Trust Company
Louisiana
$463K -$271K -1,542 -38%
KAH
711
Kathryn A. Hall
$459K +$439K +2,500 New
EA
712
Emerald Advisers
Pennsylvania
$456K -$358K -2,038 -45%
VF
713
Virtu Financial
New York
$454K -$454K -2,583 -51%
MCM
714
Murphy Capital Management
New Jersey
$454K – – –
BTNA
715
Bremer Trust National Association
Minnesota
$451K -$2.28K -13 -0.5%
KIA
716
KCM Investment Advisors
California
$449K +$14.9K +85 +4%
PIC
717
Portland Investment Counsel
Ontario, Canada
$441K -$17.6K -100 -4%
IIM
718
Intact Investment Management
Quebec, Canada
$441K – – –
CCA
719
Checchi Capital Advisers
California
$441K +$79.2K +451 +23%
ZIC
720
ZWJ Investment Counsel
Georgia
$431K -$2.11K -12 -0.5%
TH
721
Timber Hill
Connecticut
$430K -$3.33M -18,955 -89%
GLI
722
Guardian Life Insurance
New York
$428K -$7.2K -41 -2%
PCM
723
Prelude Capital Management
New York
$427K +$22K +125 +6%
CAN
724
Cetera Advisor Networks
California
$424K +$12.8K +73 +3%
TCM
725
Telos Capital Management
California
$422K -$109K -619 -21%
27 28
29
30 31

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.