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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
BMC
876
Beaton Management Company
Massachusetts
$433K +$433K +1,950 New
CHJWM
877
Carlton Hofferkamp & Jenks Wealth Management
Texas
$433K +$434K +1,955 New
GD
878
Grandfield & Dodd
New York
$428K +$135K +606 +46%
FMBTD
879
First Midwest Bank Trust Division
Illinois
$427K -$175K -789 -29%
CCM
880
CrestPoint Capital Management
Missouri
$422K
EWA
881
Exencial Wealth Advisors
Oklahoma
$422K +$4.89K +22 +1%
CL
882
CPWM LLC
Washington
$421K +$8.89K +40 +2%
MBTD
883
Mechanics Bank - Trust Department
California
$416K +$127K +572 +44%
BHBT
884
Burke & Herbert Bank & Trust
Virginia
$409K
FNBT
885
FineMark National Bank & Trust
Florida
$408K +$2.22K +10 +0.5%
PA
886
Perennial Advisors
New York
$407K +$22.2K +100 +6%
NQWM
887
Northwest Quadrant Wealth Management
Oregon
$407K +$95.8K +431 New
PFS
888
Prospera Financial Services
Texas
$407K +$400K +1,801 New
SAM
889
Silvercrest Asset Management
New York
$406K
AZA
890
Arthur Zaske & Associates
Michigan
$406K +$50.4K +227 +14%
IB
891
Intrust Bank
Kansas
$405K +$45.1K +203 +13%
JIC
892
Johnson Investment Counsel
Ohio
$405K +$185K +834 +84%
TCOT
893
Trust Company of Toledo
Ohio
$403K
BFM
894
Boothbay Fund Management
New York
$403K +$178K +800 +79%
MLIC
895
Mandatum Life Insurance Company
Finland
$399K -$544K -2,448 -58%
BJL
896
Brighton Jones LLC
Washington
$398K +$399K +1,794 New
FIM
897
Freedom Investment Management
Connecticut
$397K +$398K +1,790 New
Fiera Capital (Canada)
898
Fiera Capital (Canada)
Quebec, Canada
$392K +$65.5K +295 +20%
VIA
899
Vident Investment Advisory
Georgia
$391K +$5.78K +26 +3%
KFA
900
Kelleher Financial Advisors
New York
$390K -$199K -895 -34%