We are live on ! Find out more
GS icon

Goldman Sachs

1,026 hedge funds and large institutions have $46.6B invested in Goldman Sachs in 2016 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 427 increasing their positions, 379 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 427 | Existing positions reduced: 379

3.95% more ownership

Funds ownership: 70.83%74.78% (+3.9%)

2% less funds holding

Funds holding: 1,0511,026 (-25)

15% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 98

16% less capital invested

Capital invested by funds: $55.4B → $46.6B (-$8.77B)

22% less funds holding in top 10

Funds holding in top 10: 5039 (-11)

25% less call options, than puts

Call options by funds: $1.07B | Put options by funds: $1.42B

Holders
1,026
Holders Change
-25
Holders Change %
-2.38%
% of All Funds
27.33%
Holding in Top 10
39
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-22%
% of All Funds
1.04%
New
83
Increased
427
Reduced
379
Closed
98
Calls
$1.07B
Puts
$1.42B
Net Calls
-$350M
Net Calls Change
-$530M
Name Holding Trade Value Shares
Change
Change in
Stake
M
1001
MOTCO
Texas
$8K
WAS
1002
Winch Advisory Services
Wisconsin
$8K
OSAM
1003
O'Shaughnessy Asset Management
Connecticut
$8K +$8.04K +52 New
MIM
1004
Marco Investment Management
Georgia
$7.7K +$278K +1,800 +4%
LWA
1005
Lenox Wealth Advisors
New York
$7K -$8.04K -52 -54%
NC
1006
NewSquare Capital
Pennsylvania
$7K
MSFP
1007
Mark Sheptoff Financial Planning
Connecticut
$6K -$3.09K -20 -33%
GBBWRPM
1008
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$6K
PCM
1009
Prelude Capital Management
New York
$6K +$6.19K +40 New
Lazard Asset Management
1010
Lazard Asset Management
New York
$5K
PSC
1011
Prentiss Smith & Co
Vermont
$5K
RAM
1012
Riggs Asset Management
Pennsylvania
$5K
APSP
1013
Asset Planning Services (Pennsylvania)
Pennsylvania
$5K +$5.1K +33 New
CFA
1014
CT Financial Advisors
Pennsylvania
$4.26K +$155 +1 +4%
FPB
1015
First PREMIER Bank
South Dakota
$4K
PRS
1016
Pinkerton Retirement Specialists
Idaho
$3K +$2.17K +14 +82%
TC
1017
Towle & Co
Colorado
$3K +$3.09K +20 New
RBC
1018
Roble Belko & Company
Pennsylvania
$3K +$3.25K +21 New
CS
1019
Credential Securities
$1.25K -$498K -3,218 -100%
TFA
1020
Transamerica Financial Advisors
Florida
$1K
BWA
1021
Burt Wealth Advisors
Maryland
$1K +$928 +6 New
AIA
1022
Alerus Investment Advisors
Minnesota
$1K +$1.08K +7 New
EWM
1023
Endurance Wealth Management
Rhode Island
$966 -$7.58K -49 -0.8%
SLF
1024
Sun Life Financial
Ontario, Canada
$800 -$286K -1,852 -27%
LP
1025
LMR Partners
United Kingdom
$674 +$491K +3,173 +283%

GS Hedge Fund Activity: Q1 2016 in Review

1,026 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs (GS) for Q1 2016, worth a combined $46.6B — down 16% from $55.4B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of GS and 83 opened new positions — a net loss of 15 holders — while 379 trimmed existing stakes and 427 added.

The largest buyer was Royal London Asset Management, adding an estimated $2.36B. The largest seller was Citigroup, cutting an estimated $1.71B.

  • 1,026 institutional investors held Goldman Sachs (GS) as of Q1 2016, down from 1,051 in Q4 2015.
  • Funds reported $46.6B of Goldman Sachs stock for Q1 2016, down 16% quarter-over-quarter.
  • 83 funds opened new Goldman Sachs positions in Q1 2016 and 98 closed out, a net change of -15 holders.
  • The largest Goldman Sachs buyer in Q1 2016 was Royal London Asset Management, an estimated $2.36B added.
  • The largest Goldman Sachs seller in Q1 2016 was Citigroup, an estimated $1.71B sold.

Based on aggregated 13F filings for Q1 2016.