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Goldman Sachs

950 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, 366 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 73

1% less funds holding

Funds holding: 959950 (-9)

1% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 366

1.24% less ownership

Funds ownership: 69.65%68.4% (-1.2%)

8% less funds holding in top 10

Funds holding in top 10: 3835 (-3)

9% less capital invested

Capital invested by funds: $55.5B → $50.6B (-$4.93B)

29% less call options, than puts

Call options by funds: $1.09B | Put options by funds: $1.53B

Holders
950
Holders Change
-9
Holders Change %
-0.94%
% of All Funds
27.42%
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
366
Closed
73
Calls
$1.09B
Puts
$1.53B
Net Calls
-$440M
Net Calls Change
+$691M
Name Holding Trade Value Shares
Change
Change in
Stake
Nordea Investment Management
51
Nordea Investment Management
Sweden
$189M -$5.71M -33,966 -3%
Sumitomo Mitsui Trust Group
52
Sumitomo Mitsui Trust Group
Japan
$188M -$823K -4,891 -0.4%
Schroder Investment Management Group
53
Schroder Investment Management Group
United Kingdom
$187M -$1.82M -10,821 -0.9%
Wellington Management Group
54
Wellington Management Group
Massachusetts
$187M +$12.2M +72,607 +7%
RFC
55
Russell Frank Company
Washington
$186M +$80.6M +478,965 +67%
T. Rowe Price Associates
56
T. Rowe Price Associates
Maryland
$179M -$9.63M -57,268 -5%
Mitsubishi UFJ Trust & Banking
57
Mitsubishi UFJ Trust & Banking
Japan
$179M +$10.9M +64,611 +6%
BIM
58
BlackRock Investment Management
Delaware
$179M +$1.8M +10,709 +1%
N
59
Natixis
France
$177M +$2.03M +12,092 +1%
Deutsche Bank
60
Deutsche Bank
Germany
$172M -$20.6M -122,342 -10%
BlackRock
61
BlackRock
New York
$169M -$19.2M -114,278 -10%
Charles Schwab
62
Charles Schwab
California
$155M -$14.4M -85,821 -8%
NIMC
63
NWQ Investment Management Company
California
$152M -$9.18M -54,558 -6%
HSBC Holdings
64
HSBC Holdings
United Kingdom
$151M +$80.4M +478,190 +108%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$150M +$7.39M +43,912 +5%
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$144M -$3.09M -18,362 -2%
CA
67
Commerzbank Aktiengesellschaft
Germany
$139M +$4.2M +24,999 +3%
APG Asset Management
68
APG Asset Management
Netherlands
$139M +$15.5M +92,099 +12%
Morgan Stanley
69
Morgan Stanley
New York
$137M -$41.5M -246,781 -23%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$137M +$673K +4,000 +0.5%
ClearBridge Investments
71
ClearBridge Investments
New York
$134M -$605K -3,595 -0.4%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$133M +$1.08M +6,398 +0.8%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$129M +$75M +445,961 +131%
NI
74
Numeric Investors
Massachusetts
$124M +$47M +279,500 +59%
U
75
UBS
Switzerland
$122M +$34.8M +206,746 +38%

GS Hedge Fund Activity: Q1 2014 in Review

950 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs (GS) for Q1 2014, worth a combined $50.6B — down 8.9% from $55.5B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new GS positions and 73 closed out — a net gain of 3 holders — while 362 added to existing stakes and 366 trimmed.

The largest buyer was Institutional Capital, opening a new position worth an estimated $606M. The largest seller was Capital World Investors, cutting an estimated $1.09B.

  • 950 institutional investors held Goldman Sachs (GS) as of Q1 2014, down from 959 in Q4 2013.
  • Funds reported $50.6B of Goldman Sachs stock for Q1 2014, down 8.9% quarter-over-quarter.
  • 76 funds opened new Goldman Sachs positions in Q1 2014 and 73 closed out, a net change of +3 holders.
  • The largest Goldman Sachs buyer in Q1 2014 was Institutional Capital, an estimated $606M added.
  • The largest Goldman Sachs seller in Q1 2014 was Capital World Investors, an estimated $1.09B sold.

Based on aggregated 13F filings for Q1 2014.