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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
SLG
826
Stanley-Laman Group
Pennsylvania
$203K +$194K +1,107 New
WA
827
WBH Advisory
Maryland
$203K +$195K +1,110 New
JMH
828
J.M. Hartwell
New York
$202K +$193K +1,100 New
SGAM
829
Steinberg Global Asset Management
Florida
$202K +$193K +1,100 New
SGCA
830
Steel Grove Capital Advisors
Tennessee
$201K +$193K +1,097 New
TRCT
831
Tower Research Capital (TRC)
New York
$198K -$666K -3,790 -78%
WA
832
WFG Advisors
Texas
$194K +$176 +1 +0.1%
HCM
833
Horrell Capital Management
Arkansas
$184K – – –
BC
834
Bartlett & Co
Ohio
$175K – – –
PTC
835
Private Trust Company
Ohio
$173K -$47.6K -271 -22%
HI
836
Hudock Inc
Pennsylvania
$172K +$351 +2 +0.2%
SFU
837
Stonehage Fleming (UK)
United Kingdom
$156K – – –
AW
838
Alpha Windward
Massachusetts
$153K -$351 -2 -0.2%
NIM
839
NuWave Investment Management
New Jersey
$151K +$125K +711 +624%
JWM
840
Jacobus Wealth Management
Wisconsin
$146K -$22K -125 -14%
FAM
841
Formidable Asset Management
Ohio
$146K – – –
FCCM
842
First City Capital Management
Georgia
$141K – – –
SFPIA
843
Stevens First Principles Investment Advisors
California
$128K -$52.7K -300 -30%
LWM
844
Lenox Wealth Management
Ohio
$128K -$3.16K -18 -3%
GSC
845
Ground Swell Capital
South Carolina
$127K +$20.7K +118 +21%
BFEC
846
Benjamin F. Edwards & Company
Missouri
$124K -$70.3K -400 -37%
AWM
847
Avior Wealth Management
Nebraska
$121K – – –
FNBSF
848
First National Bank Sioux Falls
South Dakota
$121K – – –
FANJ
849
Financial Architects (New Jersey)
New Jersey
$113K – – –
EFSCE
850
Enterprise Financial Services Corp (EFSC)
Missouri
$113K +$13K +74 +14%
32 33
34
35 36

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.