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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
BEC
801
Blue Edge Capital
Virginia
$689K +$4.44K +20 +0.6%
CCA
802
Checchi Capital Advisers
California
$689K -$68.2K -307 -9%
MTIM
803
Marathon Trading Investment Management
Pennsylvania
$688K -$311K -1,400 -31%
AIM
804
Aspen Investment Management
Michigan
$667K
SPM
805
Symmetry Peak Management
Pennsylvania
$666K -$4.67M -21,000 -88%
ZCA
806
Zeke Capital Advisors
Pennsylvania
$663K +$116K +520 +21%
KIA
807
KCM Investment Advisors
California
$662K +$111K +500 +20%
BHWM
808
Bar Harbor Wealth Management
New Hampshire
$657K -$2.22K -10 -0.3%
PHAM
809
Palisades Hudson Asset Management
Florida
$651K
LPIC
810
LeJeune Puetz Investment Counsel
Michigan
$647K
PIM
811
Profit Investment Management
Maryland
$628K
WAS
812
Winch Advisory Services
Wisconsin
$627K -$205K -924 -25%
EGA
813
E&G Advisors
Texas
$621K +$222K +1,000 +56%
NFC
814
Northeast Financial Consultants
Connecticut
$619K -$9.11K -41 -1%
ACM
815
AUA Capital Management
Pennsylvania
$618K +$216K +970 +53%
GI
816
GAMCO Investors
Connecticut
$616K -$8.89K -40 -1%
GA
817
Geneva Advisors
Illinois
$615K -$148K -665 -19%
NCM
818
Northside Capital Management
Oregon
$613K -$909K -4,093 -60%
HSA
819
HBK Sorce Advisory
Pennsylvania
$613K +$614K +2,762 New
CCM
820
Check Capital Management
California
$599K +$144K +650 +32%
SGCA
821
Steel Grove Capital Advisors
Tennessee
$591K +$190K +856 +47%
HW
822
Hancock Whitney
Mississippi
$582K +$582K +2,621 New
GT
823
Greenleaf Trust
Michigan
$573K -$148K -666 -20%
FCH
824
Freestone Capital Holdings
Washington
$565K +$565K +2,544 New
TC
825
Telemus Capital
Michigan
$564K +$8.67K +39 +2%