We are live on ! Find out more
GS icon

Goldman Sachs

1,303 hedge funds and large institutions have $60B invested in Goldman Sachs in 2018 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 527 increasing their positions, 457 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 527 | Existing positions reduced: 457

1.53% less ownership

Funds ownership: 73.54%72% (-1.5%)

3% less funds holding

Funds holding: 1,3471,303 (-44)

15% less capital invested

Capital invested by funds: $70.2B → $60B (-$10.2B)

25% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 130

32% less call options, than puts

Call options by funds: $1.57B | Put options by funds: $2.3B

32% less funds holding in top 10

Funds holding in top 10: 5940 (-19)

Holders
1,303
Holders Change
-44
Holders Change %
-3.27%
% of All Funds
29.83%
Holding in Top 10
40
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-32.2%
% of All Funds
0.92%
New
97
Increased
527
Reduced
457
Closed
130
Calls
$1.57B
Puts
$2.3B
Net Calls
-$729M
Net Calls Change
-$151M
Name Holding Trade Value Shares
Change
Change in
Stake
PIC
1051
Portland Investment Counsel
Ontario, Canada
$243K -$215K -900 -45%
CCMD
1052
Cypress Capital Management (Delaware)
Delaware
$243K -$5.01K -21 -2%
MSAM
1053
Moloney Securities Asset Management
Missouri
$243K +$13.4K +56 +5%
ZIM
1054
Zacks Investment Management
Illinois
$242K -$9.08M -38,058 -97%
LAIC
1055
Lederer & Associates Investment Counsel
California
$242K +$14.3K +60 +6%
LOAMS
1056
Lombard Odier Asset Management (Switzerland)
Switzerland
$241K
TC
1057
Truvestments Capital
Florida
$240K +$259K +1,086 New
BCM
1058
Birmingham Capital Management
Alabama
$239K -$11.9K -50 -4%
MMG
1059
Monetary Management Group
Missouri
$239K
CCFCSB
1060
Cape Cod Five Cents Savings Bank
Massachusetts
$237K -$20.7K -87 -7%
CPIG
1061
Chicago Partners Investment Group
Illinois
$236K +$1.67K +7 +0.7%
CPA
1062
Clear Perspective Advisors
Illinois
$236K +$227K +952 +807%
MFW
1063
Meristem Family Wealth
Minnesota
$235K +$254K +1,067 New
CSS
1064
Cubist Systematic Strategies
Connecticut
$234K -$1.19M -4,993 -82%
PA
1065
Parallel Advisors
California
$234K +$72K +302 +40%
KA
1066
Kovack Advisors
Florida
$232K +$5.25K +22 +2%
RHBC
1067
R.H. Bluestein & Co
Michigan
$232K +$59.6K +250 +31%
AW
1068
Alpha Windward
Massachusetts
$231K -$1.19K -5 -0.5%
FA
1069
FMA Advisory
Pennsylvania
$230K +$477 +2 +0.2%
VCM
1070
Violich Capital Management
California
$229K
WA
1071
WP Advisors
California
$229K +$1.43K +6 +0.6%
PCM
1072
Pointe Capital Management
Michigan
$229K +$3.81K +16 +2%
WA
1073
Waverly Advisors
Alabama
$228K +$38.6K +162 +19%
AWA
1074
AmeriServ Wealth Advisors
Pennsylvania
$227K
CG
1075
Cutler Group
California
$225K -$9.98M -41,856 -98%

GS Hedge Fund Activity: Q2 2018 in Review

1,303 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs (GS) for Q2 2018, worth a combined $60B — down 15% from $70.2B a quarter earlier.

Sellers outnumbered buyers: 130 funds closed out of GS and 97 opened new positions — a net loss of 33 holders — while 457 trimmed existing stakes and 527 added.

The largest buyer was Berkshire Hathaway, adding an estimated $547M. The largest seller was Fidelity Investments, cutting an estimated $766M.

  • 1,303 institutional investors held Goldman Sachs (GS) as of Q2 2018, down from 1,347 in Q1 2018.
  • Funds reported $60B of Goldman Sachs stock for Q2 2018, down 15% quarter-over-quarter.
  • 97 funds opened new Goldman Sachs positions in Q2 2018 and 130 closed out, a net change of -33 holders.
  • The largest Goldman Sachs buyer in Q2 2018 was Berkshire Hathaway, an estimated $547M added.
  • The largest Goldman Sachs seller in Q2 2018 was Fidelity Investments, an estimated $766M sold.

Based on aggregated 13F filings for Q2 2018.