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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
CCMG
801
Clark Capital Management Group
Pennsylvania
$240K -$151K -861 -40%
VCM
802
Violich Capital Management
California
$239K -$4.39K -25 -2%
CK
803
Carnick & Kubik
Colorado
$239K – – –
Envestnet Asset Management
804
Envestnet Asset Management
Illinois
$238K +$227K +1,291 +32,275%
BCM
805
Birmingham Capital Management
Alabama
$236K -$43.9K -250 -16%
BO
806
Bank OZK
Arkansas
$236K -$22.1K -126 -9%
RT
807
Reliance Trust
Georgia
$232K -$5.8K -33 -3%
JFGIW
808
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$231K +$2.63K +15 +1%
FT
809
Fiduciary Trust
Massachusetts
$231K +$5.97K +34 +3%
BC
810
Banced Corp
Illinois
$223K -$10.7K -61 -5%
HSA
811
HBK Sorce Advisory
Pennsylvania
$222K -$8.61K -49 -4%
VFA
812
Virtus Fund Advisers
Connecticut
$219K -$659K -3,749 -76%
CBN
813
Cadence Bank NA
Texas
$218K +$208K +1,186 New
SGK
814
Steigerwald Gordon & Koch
Virginia
$218K +$209K +1,190 New
HPC
815
HM Payson & Co
Maine
$216K +$206K +1,174 New
DP
816
Dearborn Partners
Illinois
$215K +$206K +1,172 New
DC
817
Davenport & Co
Virginia
$214K -$100K -570 -33%
BAS
818
Brown Advisory Securities
Maryland
$213K +$205K +1,165 New
SCP
819
Seizert Capital Partners
Michigan
$211K +$202K +1,150 New
FC
820
Forte Capital
New York
$207K +$198K +1,127 New
VC
821
Vicus Capital
Pennsylvania
$206K +$197K +1,120 New
CL
822
CPWM LLC
Washington
$206K +$197K +1,122 New
CBU
823
CIBC Bank USA
Illinois
$205K -$101K -577 -34%
AW
824
ACG Wealth
Georgia
$205K +$196K +1,115 New
LBC
825
Lowe Brockenbrough & Co
Virginia
$204K +$195K +1,110 New
31 32
33
34 35

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.