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Goldman Sachs

1,303 hedge funds and large institutions have $60B invested in Goldman Sachs in 2018 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 527 increasing their positions, 457 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 527 | Existing positions reduced: 457

1.53% less ownership

Funds ownership: 73.54%72% (-1.5%)

3% less funds holding

Funds holding: 1,3471,303 (-44)

15% less capital invested

Capital invested by funds: $70.2B → $60B (-$10.2B)

25% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 130

32% less call options, than puts

Call options by funds: $1.57B | Put options by funds: $2.3B

32% less funds holding in top 10

Funds holding in top 10: 5940 (-19)

Holders
1,303
Holders Change
-44
Holders Change %
-3.27%
% of All Funds
29.83%
Holding in Top 10
40
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-32.2%
% of All Funds
0.92%
New
97
Increased
527
Reduced
457
Closed
130
Calls
$1.57B
Puts
$2.3B
Net Calls
-$729M
Net Calls Change
-$151M
Name Holding Trade Value Shares
Change
Change in
Stake
OIM
851
Orca Investment Management
Oregon
$570K -$17.2K -72 -3%
FCH
852
Freestone Capital Holdings
Washington
$570K +$39.1K +164 +7%
FNT
853
First National Trust
Pennsylvania
$563K -$75.6K -317 -11%
TU
854
TDAM USA
Ontario, Canada
$560K +$67.2K +282 +12%
KWMG
855
King Wealth Management Group
Florida
$554K -$1.19K -5 -0.2%
LSAG
856
Lake Street Advisors Group
New Hampshire
$551K -$33.6K -141 -5%
KAH
857
Kathryn A. Hall
$551K
PNAA
858
Pictet North America Advisors
Switzerland
$551K
NSIM
859
North Star Investment Management
Illinois
$551K +$238 +1 +0%
LFM
860
Lumina Fund Management
New York
$551K +$596K +2,500 New
CCA
861
Cobblestone Capital Advisors
New York
$549K -$19.1K -80 -3%
OAM
862
Oppenheimer Asset Management
New York
$549K +$71.3K +299 +14%
HC
863
Henshaw Capital
Massachusetts
$546K +$3.81K +16 +0.7%
RWP
864
RWA Wealth Partners
Massachusetts
$543K -$85.8K -360 -13%
BLA
865
Balter Liquid Alternatives
Massachusetts
$541K +$196K +821 +51%
MIH
866
Meitav Investment House
Israel
$540K
NCM
867
Northside Capital Management
Oregon
$535K
BHWM
868
Bar Harbor Wealth Management
New Hampshire
$534K -$45.3K -190 -7%
PFM
869
Parsec Financial Management
North Carolina
$534K
GJIC
870
Gamble Jones Investment Counsel
California
$532K -$69.2K -290 -11%
KWA
871
KCS Wealth Advisory
California
$527K -$45.8K -192 -7%
PHAM
872
Palisades Hudson Asset Management
Florida
$527K -$31.7K -133 -5%
CI
873
CAZ Investments
Texas
$523K
HK
874
Horizon Kinetics
New York
$521K -$715 -3 -0.1%
DWT
875
Dorsey & Whitney Trust
South Dakota
$520K -$82.5K -346 -13%

GS Hedge Fund Activity: Q2 2018 in Review

1,303 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs (GS) for Q2 2018, worth a combined $60B — down 15% from $70.2B a quarter earlier.

Sellers outnumbered buyers: 130 funds closed out of GS and 97 opened new positions — a net loss of 33 holders — while 457 trimmed existing stakes and 527 added.

The largest buyer was Berkshire Hathaway, adding an estimated $547M. The largest seller was Fidelity Investments, cutting an estimated $766M.

  • 1,303 institutional investors held Goldman Sachs (GS) as of Q2 2018, down from 1,347 in Q1 2018.
  • Funds reported $60B of Goldman Sachs stock for Q2 2018, down 15% quarter-over-quarter.
  • 97 funds opened new Goldman Sachs positions in Q2 2018 and 130 closed out, a net change of -33 holders.
  • The largest Goldman Sachs buyer in Q2 2018 was Berkshire Hathaway, an estimated $547M added.
  • The largest Goldman Sachs seller in Q2 2018 was Fidelity Investments, an estimated $766M sold.

Based on aggregated 13F filings for Q2 2018.