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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
ARMC
926
American Research & Management Company
Massachusetts
$6K – – –
WC
927
Whitnell & Co
Illinois
$6K – – –
WIL
928
Winifred I. Li
$6K – – –
UOTTAIMCU
929
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$4K +$3.87K +22 New
RIA
930
Regal Investment Advisors
Michigan
$3K – – –
CS
931
Credential Securities
$1.47K – – –
BWFA
932
Baltimore-Washington Financial Advisors
Maryland
$1K +$527 +3 New
MIM
933
Macroview Investment Management
Maryland
$1K +$527 +3 New
UB
934
UMB Bank
Missouri
$895 -$878 -5 -0.1%
NG
935
NatWest Group
United Kingdom
$562 -$390K -2,219 -42%
GTP
936
Global Thematic Partners
New York
– -$122M -730,834 Closed
CC
937
Carlson Capital
Texas
– -$41.9M -250,000 Closed
Capital Fund Management (CFM)
938
Capital Fund Management (CFM)
France
– -$43.6M -248,153 Closed
SAM
939
Sentinel Asset Management
Vermont
– -$31.9M -190,500 Closed
DS
940
Dalal Street
Texas
– -$17.9M -106,863 Closed
Aristotle Capital Management
941
Aristotle Capital Management
California
– -$16.6M -99,160 Closed
WM
942
WS Management
Florida
– -$15.1M -90,300 Closed
BCM
943
Basswood Capital Management
New York
– -$14.2M -84,767 Closed
Voloridge Investment Management
944
Voloridge Investment Management
Florida
– -$11.6M -69,378 Closed
AC
945
Ascend Capital
California
– -$9.82M -58,638 Closed
CCM
946
Chilton Capital Management
Texas
– -$7.24M -43,213 Closed
KIG
947
Kovitz Investment Group
Illinois
– -$6.74M -40,239 Closed
SGDR
948
SPX Gestao de Recursos
Brazil
– -$5.96M -35,596 Closed
EAM
949
Eagle Asset Management
Florida
– -$4.68M -27,926 Closed
WA
950
Whitebox Advisors
Minnesota
– -$4.5M -26,900 Closed
36 37
38
39 40

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.