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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
HR
876
Howe & Rusling
New York
$55K – – –
CAW
877
Cornerstone Advisors (Washington)
Washington
$53K -$878 -5 -2%
VIA
878
Vantage Investment Advisors
Pennsylvania
$50K -$8.78K -50 -16%
OC
879
Oakworth Capital
Alabama
$49K – – –
FNFDCM
880
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$48K +$45.7K +260 New
TSW
881
Thompson Siegel & Walmsley
Virginia
$47K – – –
LWM
882
LBA Wealth Management
Florida
$46K – – –
IMS
883
Index Management Solutions
Pennsylvania
$43K +$3.69K +21 +10%
DIA
884
Davidson Investment Advisors
Montana
$43K +$47.8K +272 New
KPCM
885
Kings Point Capital Management
New York
$42K – – –
PMFA
886
Plante Moran Financial Advisors
Michigan
$40K +$14.2K +81 +59%
SSB
887
Sandy Spring Bank
Maryland
$39K -$19.7K -112 -34%
TDC
888
Thompson Davis & Co
Virginia
$38K +$36.4K +207 New
BC
889
Blackhill Capital
New Jersey
$37K – – –
MUMSS
890
Mitsubishi UFJ Morgan Stanley Securities
Japan
$37K +$15.8K +90 +82%
CFA
891
Camarda Financial Advisors
Florida
$37K +$35.3K +201 New
FAM
892
Fred Alger Management
New York
$35K +$1.23K +7 +4%
OCM
893
One Capital Management
California
$33K +$32K +182 New
PI
894
PineBridge Investments
New York
$31K +$18.6K +106 +174%
TCM
895
Tradewinds Capital Management
Washington
$30K – – –
AA
896
Apriem Advisors
California
$29K -$141K -800 -84%
CFS
897
Community Financial System
New York
$28K – – –
First Eagle Investment Management
898
First Eagle Investment Management
New York
$28K – – –
OSNBOA
899
Old Second National Bank of Aurora
Illinois
$28K – – –
WA
900
Waverly Advisors
Alabama
$24K – – –
34 35
36
37 38

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.