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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
SBL
1051
Sargent Bickham Lagudis
Colorado
$167K
CFG
1052
CKW Financial Group
Hawaii
$166K
H
1053
Hexavest
Quebec, Canada
$166K
TJHA
1054
Thomas J. Herzfeld Advisors
Florida
$166K +$451 +2 +0.3%
TG
1055
TLP Group
Illinois
$164K +$1.58K +7 +1%
GWM
1056
Geneos Wealth Management
Colorado
$163K +$5.41K +24 +4%
JFGIW
1057
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$152K +$30.2K +134 +26%
KTC
1058
Kistler-Tiffany Companies
Pennsylvania
$148K
OC
1059
Oakworth Capital
Alabama
$148K
MCM
1060
MV Capital Management
Maryland
$147K
SMFG
1061
Sumitomo Mitsui Financial Group
Japan
$146K +$38.3K +170 +38%
BC
1062
Bartlett & Co
Ohio
$144K
CFA
1063
Carroll Financial Associates
North Carolina
$144K
CHC
1064
City Holding Co
West Virginia
$143K
HR
1065
Howe & Rusling
New York
$142K +$135K +599 New
IWM
1066
IHT Wealth Management
Illinois
$137K -$72.6K -322 -36%
SAM
1067
Security Asset Management
New York
$137K
WIM
1068
Westside Investment Management
California
$134K +$102K +450 +450%
VCM
1069
Versant Capital Management
Arizona
$132K -$4.51K -20 -3%
AFNAS
1070
American Financial Network Advisory Services
California
$129K +$122K +543 New
BWL
1071
Bogart Wealth LLC
Virginia
$126K +$117K +518 New
FPFS
1072
First Personal Financial Services
North Carolina
$125K
TWA
1073
TCI Wealth Advisors
Arizona
$123K +$28K +124 +31%
CCM
1074
Covington Capital Management
California
$123K +$117K +519 New
HFM
1075
Hartford Financial Management
Connecticut
$122K

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.