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Goldman Sachs

1,160 hedge funds and large institutions have $70.8B invested in Goldman Sachs in 2016 Q4 according to their latest regulatory filings, with 228 funds opening new positions, 309 increasing their positions, 473 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 228 | Existing positions closed: 72

65% more funds holding in top 10

Funds holding in top 10: 4676 (+30)

54% more capital invested

Capital invested by funds: $45.9B → $70.8B (+$25B)

14% more funds holding

Funds holding: 1,0211,160 (+139)

3.78% more ownership

Funds ownership: 70.79%74.57% (+3.8%)

35% less repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 473

35% less call options, than puts

Call options by funds: $2.49B | Put options by funds: $3.84B

Holders
1,160
Holders Change
+139
Holders Change %
+13.61%
% of All Funds
29%
Holding in Top 10
76
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+65.22%
% of All Funds
1.9%
New
228
Increased
309
Reduced
473
Closed
72
Calls
$2.49B
Puts
$3.84B
Net Calls
-$1.34B
Net Calls Change
-$795M
Name Holding Trade Value Shares
Change
Change in
Stake
MBT
926
Monroe Bank & Trust
Michigan
$311K
CO
927
Caldwell & Orkin
Georgia
$311K +$264K +1,300 New
SWA
928
Sutton Wealth Advisors
Florida
$309K
CFG
929
Citizens Financial Group
Rhode Island
$309K -$132K -650 -34%
WA
930
WBH Advisory
Maryland
$308K -$37.6K -185 -13%
HHGA
931
Halbert Hargrove Global Advisors
California
$305K -$4.67K -23 -2%
LCM
932
Lucas Capital Management
New Jersey
$303K -$7.11K -35 -3%
CL
933
Choreo LLC
Illinois
$302K +$256K +1,259 New
CFD
934
Creative Financial Designs
Indiana
$302K +$256K +1,260 New
ICOA
935
Investment Centers of America
North Dakota
$301K -$26.6K -131 -9%
WG
936
Welch Group
Alabama
$301K
FMWA
937
Forvis Mazars Wealth Advisors
Missouri
$299K +$254K +1,250 New
RHBC
938
R.H. Bluestein & Co
Michigan
$299K +$254K +1,250 New
CIA
939
Choate Investment Advisors
Massachusetts
$298K
BP
940
Ballentine Partners
Massachusetts
$293K -$18.3K -90 -7%
DAS
941
Dynamic Advisor Solutions
Arizona
$293K +$248K +1,223 New
ACM
942
Azimuth Capital Management
Michigan
$292K +$248K +1,220 New
Tudor Investment Corp
943
Tudor Investment Corp
Connecticut
$287K -$2.07M -10,175 -89%
SCM
944
Southport Capital Management
Tennessee
$287K -$36.5K -180 -13%
PNAA
945
Pictet North America Advisors
Switzerland
$287K -$24.4K -120 -9%
HPC
946
HM Payson & Co
Maine
$284K +$241K +1,185 New
CA
947
Clearstead Advisors
Ohio
$283K +$240K +1,180 New
NPC
948
National Planning Corporation
California
$282K -$7.92K -39 -3%
CBN
949
Cadence Bank NA
Texas
$281K +$238K +1,170 New
GCAC
950
Guardian Capital Advisors (Canada)
Ontario, Canada
$278K -$399K -1,965 -63%

GS Hedge Fund Activity: Q4 2016 in Review

1,160 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs (GS) for Q4 2016, worth a combined $70.8B — up 54% from $45.9B a quarter earlier.

Buyers outnumbered sellers: 228 funds opened new GS positions and 72 closed out — a net gain of 156 holders — while 309 added to existing stakes and 473 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $976M. The largest seller was Harris Associates, cutting an estimated $379M.

  • 1,160 institutional investors held Goldman Sachs (GS) as of Q4 2016, up from 1,021 in Q3 2016.
  • Funds reported $70.8B of Goldman Sachs stock for Q4 2016, up 54% quarter-over-quarter.
  • 228 funds opened new Goldman Sachs positions in Q4 2016 and 72 closed out, a net change of +156 holders.
  • The largest Goldman Sachs buyer in Q4 2016 was Capital Research Global Investors, an estimated $976M added.
  • The largest Goldman Sachs seller in Q4 2016 was Harris Associates, an estimated $379M sold.

Based on aggregated 13F filings for Q4 2016.