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Goldman Sachs
GS

950 hedge funds and large institutions have $50.6B invested in Goldman Sachs in 2014 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 362 increasing their positions, 366 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 73

1% less funds holding

Funds holding: 959 → 950 (-9)

1% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 366

1.24% less ownership

Funds ownership: 69.65% → 68.4% (-1.2%)

8% less funds holding in top 10

Funds holding in top 10: 38 → 35 (-3)

9% less capital invested

Capital invested by funds: $55.5B → $50.6B (-$4.93B)

29% less call options, than puts

Call options by funds: $1.09B | Put options by funds: $1.53B

Holders
950
Holders Change
-9
Holders Change %
-0.94%
% of All Funds
27.42%
Holding in Top 10
35
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.89%
% of All Funds
1.01%
New
76
Increased
362
Reduced
366
Closed
73
Calls
$1.09B
Puts
$1.53B
Net Calls
-$440M
Net Calls Change
+$691M

Top Buyers

Rank Fund Capital Flow
1
IC
Institutional Capital
Illinois
+$606M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$438M
3
WRF
Waddell & Reed Financial
Kansas
+$153M
4
Capital International Investors
Capital International Investors
California
+$150M
5
Boston Partners
Boston Partners
Massachusetts
+$146M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$1.09B
2
Jennison Associates
Jennison Associates
New York
-$323M
3
TCIM
TIAA CREF Investment Management
New York
-$258M
4
Citadel Advisors
Citadel Advisors
Florida
-$164M
5
State Street
State Street
Massachusetts
-$139M
Name Holding Trade Value Shares
Change 		Change in
Stake
HTC
976
Haverford Trust Company
Pennsylvania
– -$1.97M -11,105 Closed
AL
977
AJO LP
Pennsylvania
– -$1.51M -8,500 Closed
PTC
978
Philadelphia Trust Company
Pennsylvania
– -$1.41M -7,941 Closed
CPIM
979
Columbia Partners Investment Management
Virginia
– -$1.21M -6,800 Closed
SGH
980
Schonfeld Group Holdings
New York
– -$1.08M -6,072 Closed
GCA
981
Gideon Capital Advisors
New York
– -$1.06M -5,982 Closed
PSC
982
Piper Sandler & Co
Minnesota
– -$798K -4,500 Closed
RC
983
Riversville Capital
Connecticut
– -$705K -3,977 Closed
CCM
984
Cadence Capital Management
Massachusetts
– -$659K -3,720 Closed
WA
985
WBH Advisory
Maryland
– -$630K -3,555 Closed
SIM
986
SSI Investment Management
California
– -$610K -3,440 Closed
Fuller & Thaler Asset Management
987
Fuller & Thaler Asset Management
California
– -$585K -3,300 Closed
UAM
988
UAS Asset Management
New York
– -$558K -3,150 Closed
ACM
989
Avalon Capital Management
California
– -$437K -2,465 Closed
QSS
990
Quantitative Systematic Strategies
Florida
– -$407K -2,313 Closed
GAM
991
Gotham Asset Management
New York
– -$395K -2,230 Closed
TWI
992
Thomas White International
Illinois
– -$393K -2,218 Closed
MIG
993
Mariner Investment Group
New York
– -$350K -1,977 Closed
MM
994
Midas Management
New York
– -$337K -1,900 Closed
BCM
995
Beck Capital Management
Texas
– -$253K -1,541 Closed
WAM
996
Wolverine Asset Management
Illinois
– -$252K -1,500 Closed
CBN
997
Cadence Bank NA
Texas
– -$263K -1,479 Closed
SAM
998
Silvercrest Asset Management
New York
– -$255K -1,440 Closed
HPC
999
HM Payson & Co
Maine
– -$223K -1,260 Closed
VNA
1000
VNBTrust National Association
Virginia
– -$221K -1,245 Closed
37 38 39
40
41

GS Hedge Fund Activity: Q1 2014 in Review

950 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs (GS) for Q1 2014, worth a combined $50.6B — down 8.9% from $55.5B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new GS positions and 73 closed out — a net gain of 3 holders — while 362 added to existing stakes and 366 trimmed.

The largest buyer was Institutional Capital, opening a new position worth an estimated $606M. The largest seller was Capital World Investors, cutting an estimated $1.09B.

  • 950 institutional investors held Goldman Sachs (GS) as of Q1 2014, down from 959 in Q4 2013.
  • Funds reported $50.6B of Goldman Sachs stock for Q1 2014, down 8.9% quarter-over-quarter.
  • 76 funds opened new Goldman Sachs positions in Q1 2014 and 73 closed out, a net change of +3 holders.
  • The largest Goldman Sachs buyer in Q1 2014 was Institutional Capital, an estimated $606M added.
  • The largest Goldman Sachs seller in Q1 2014 was Capital World Investors, an estimated $1.09B sold.

Based on aggregated 13F filings for Q1 2014.