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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
WPP
751
Whalerock Point Partners
Rhode Island
$346K +$331K +1,885 New
FA
752
FDx Advisors
Illinois
$340K -$35K -199 -10%
1GA
753
1st Global Advisors
Texas
$334K -$11.4K -65 -3%
Fayez Sarofim & Co
754
Fayez Sarofim & Co
Texas
$332K -$26.4K -150 -8%
TIA
755
Tiemann Investment Advisors
California
$329K – – –
BRWA
756
B. Riley Wealth Advisors
Florida
$322K -$1.1M -6,267 -89%
EGA
757
E&G Advisors
Texas
$321K – – –
MCM
758
Manchester Capital Management
Vermont
$315K – – –
PBT
759
Pictet Bank & Trust
Bahamas
$314K – – –
SSM
760
Sound Shore Management
Connecticut
$312K – – –
QC
761
QCM Cayman
Texas
$306K +$292K +1,665 New
SCM
762
SOL Capital Management
Maryland
$304K -$10.5K -60 -3%
SAMC
763
Shinko Asset Management Company
Japan
$302K – – –
FWCM
764
Ferguson Wellman Capital Management
Oregon
$301K -$5.62K -32 -2%
FPCG
765
Fort Pitt Capital Group
Pennsylvania
$299K +$285K +1,625 +81,250%
SC
766
Savant Capital
Illinois
$298K -$1.76K -10 -0.6%
SCM
767
Southport Capital Management
Tennessee
$295K – – –
CS
768
Cannell & Spears
New York
$294K -$92.2K -525 -25%
ACP
769
Ashfield Capital Partners
California
$294K – – –
BG
770
Bahl & Gaynor
Ohio
$294K +$281K +1,602 New
MCM
771
Munder Capital Management
Michigan
$291K +$103K +585 +59%
GAM
772
Gotham Asset Management
New York
$290K -$238K -1,354 -46%
BFS
773
Bradley Foster & Sargent
Connecticut
$290K +$35.1K +200 +14%
LC
774
Loews Corp
New York
$285K – – –
BAM
775
Baring Asset Management
United Kingdom
$284K +$272K +1,549 New
29 30
31
32 33

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.