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Goldman Sachs

1,195 hedge funds and large institutions have $66.5B invested in Goldman Sachs in 2017 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 370 increasing their positions, 510 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 75

4% more capital invested

Capital invested by funds: $63.8B → $66.5B (+$2.66B)

0% more funds holding

Funds holding: 1,1931,195 (+2)

0.6% less ownership

Funds ownership: 73.11%72.51% (-0.6%)

10% less funds holding in top 10

Funds holding in top 10: 5146 (-5)

27% less repeat investments, than reductions

Existing positions increased: 370 | Existing positions reduced: 510

45% less call options, than puts

Call options by funds: $1.48B | Put options by funds: $2.7B

Holders
1,195
Holders Change
+2
Holders Change %
+0.17%
% of All Funds
29.79%
Holding in Top 10
46
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.8%
% of All Funds
1.15%
New
87
Increased
370
Reduced
510
Closed
75
Calls
$1.48B
Puts
$2.7B
Net Calls
-$1.23B
Net Calls Change
+$67.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
1001
HM Payson & Co
Maine
$231K -$570K -2,525 -72%
PHS
1002
Pekin Hardy Strauss
Illinois
$231K -$11.3K -50 -5%
MAA
1003
Matrix Asset Advisors
New York
$231K
MCM
1004
Manchester Capital Management
Vermont
$230K
BTW
1005
Boston Trust Walden
Massachusetts
$230K +$219K +969 New
JIC
1006
Johnson Investment Counsel
Ohio
$228K -$195K -863 -47%
BOH
1007
Bank of Hawaii
Hawaii
$227K
PFS
1008
Physicians Financial Services
North Carolina
$227K
DLA
1009
Douglas Lane & Associates
New York
$226K -$33.8K -150 -14%
ACP
1010
Ashfield Capital Partners
California
$226K -$7.44K -33 -3%
DBIA
1011
Dumont & Blake Investment Advisors
New Jersey
$225K
GA
1012
Geller Advisors
New York
$225K +$677 +3 +0.3%
SQA
1013
Simon Quick Advisors
New Jersey
$224K +$190K +842 +834%
DAM
1014
Doheny Asset Management
California
$221K -$11.3K -50 -5%
LW
1015
Linscomb Wealth
Texas
$221K +$210K +931 New
HWA
1016
HCR Wealth Advisors
California
$221K +$211K +934 New
MFBTD
1017
MB Financial Bank - Trust Department
Illinois
$219K -$3.83K -17 -2%
BAS
1018
Brown Advisory Securities
Maryland
$218K -$677 -3 -0.3%
CWM
1019
Cedar Wealth Management
California
$216K -$3.61K -16 -2%
CDH
1020
Charles D. Hyman
$216K
LBC
1021
Lowe Brockenbrough & Co
Virginia
$216K
JFA
1022
Johanson Financial Advisors
California
$216K +$205K +908 New
BDF
1023
Balasa Dinverno & Foltz
$215K -$18K -80 -8%
VA
1024
Valmark Advisers
Ohio
$213K
JFL
1025
Jarislowsky, Fraser Ltd
Quebec, Canada
$213K +$203K +900 New

GS Hedge Fund Activity: Q3 2017 in Review

1,195 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs (GS) for Q3 2017, worth a combined $66.5B — up 4.2% from $63.8B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new GS positions and 75 closed out — a net gain of 12 holders — while 370 added to existing stakes and 510 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $540M. The largest seller was Fidelity Investments, cutting an estimated $448M.

  • 1,195 institutional investors held Goldman Sachs (GS) as of Q3 2017, up from 1,193 in Q2 2017.
  • Funds reported $66.5B of Goldman Sachs stock for Q3 2017, up 4.2% quarter-over-quarter.
  • 87 funds opened new Goldman Sachs positions in Q3 2017 and 75 closed out, a net change of +12 holders.
  • The largest Goldman Sachs buyer in Q3 2017 was Citadel Advisors, an estimated $540M added.
  • The largest Goldman Sachs seller in Q3 2017 was Fidelity Investments, an estimated $448M sold.

Based on aggregated 13F filings for Q3 2017.