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Goldman Sachs

1,348 hedge funds and large institutions have $70.2B invested in Goldman Sachs in 2018 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 505 increasing their positions, 448 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 92

26% more funds holding in top 10

Funds holding in top 10: 4759 (+12)

13% more repeat investments, than reductions

Existing positions increased: 505 | Existing positions reduced: 448

4% more funds holding

Funds holding: 1,2921,348 (+56)

0.32% less ownership

Funds ownership: 73.86%73.54% (-0.32%)

1% less capital invested

Capital invested by funds: $70.9B → $70.2B (-$777M)

24% less call options, than puts

Call options by funds: $1.83B | Put options by funds: $2.41B

Holders
1,348
Holders Change
+56
Holders Change %
+4.33%
% of All Funds
30.89%
Holding in Top 10
59
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+25.53%
% of All Funds
1.35%
New
157
Increased
505
Reduced
448
Closed
92
Calls
$1.83B
Puts
$2.41B
Net Calls
-$578M
Net Calls Change
+$813M
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1101
One Wealth Advisors
California
$249K -$161K -617 -38%
AWA
1102
AmeriServ Wealth Advisors
Pennsylvania
$248K
SIM
1103
SSI Investment Management
California
$248K +$256K +983 New
HWA
1104
HCR Wealth Advisors
California
$244K
PP
1105
Paloma Partners
Connecticut
$242K -$11.7M -44,878 -98%
PAS
1106
Park Avenue Securities
New York
$241K -$241K -927 -49%
DBIA
1107
Dumont & Blake Investment Advisors
New Jersey
$239K
GA
1108
Geller Advisors
New York
$239K
NERM
1109
New England Research & Management
Illinois
$239K +$247K +950 New
CWS
1110
Cypress Wealth Services
California
$236K
ZIC
1111
ZWJ Investment Counsel
Georgia
$235K -$1.26M -4,836 -84%
CWM
1112
Cedar Wealth Management
California
$233K +$1.82K +7 +0.8%
HDIM
1113
Hanson & Doremus Investment Management
Vermont
$233K +$26K +100 +12%
BCM
1114
Bluefin Capital Management
New York
$232K +$240K +920 New
FMWA
1115
Forvis Mazars Wealth Advisors
Missouri
$230K -$70.3K -270 -23%
LW
1116
Linscomb Wealth
Texas
$230K
CAG
1117
Csenge Advisory Group
Florida
$230K +$1.56K +6 +0.7%
MFBTD
1118
MB Financial Bank - Trust Department
Illinois
$228K -$4.17K -16 -2%
WKWM
1119
Walter & Keenan Wealth Management
Indiana
$227K
BDF
1120
Balasa Dinverno & Foltz
$227K +$781 +3 +0.3%
YWP
1121
YorkBridge Wealth Partners
New York
$227K +$14.3K +55 +7%
JA
1122
JOYN Advisors
Georgia
$226K -$25.3K -97 -10%
VA
1123
Valmark Advisers
Ohio
$224K -$3.12K -12 -1%
CVM
1124
Cheviot Value Management
California
$224K
FBT
1125
First Bank & Trust
South Dakota
$223K

GS Hedge Fund Activity: Q1 2018 in Review

1,348 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs (GS) for Q1 2018, worth a combined $70.2B — down 1.1% from $70.9B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new GS positions and 92 closed out — a net gain of 65 holders — while 505 added to existing stakes and 448 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $711M. The largest seller was Wellington Management Group, cutting an estimated $640M.

  • 1,348 institutional investors held Goldman Sachs (GS) as of Q1 2018, up from 1,292 in Q4 2017.
  • Funds reported $70.2B of Goldman Sachs stock for Q1 2018, down 1.1% quarter-over-quarter.
  • 157 funds opened new Goldman Sachs positions in Q1 2018 and 92 closed out, a net change of +65 holders.
  • The largest Goldman Sachs buyer in Q1 2018 was Fidelity Investments, an estimated $711M added.
  • The largest Goldman Sachs seller in Q1 2018 was Wellington Management Group, an estimated $640M sold.

Based on aggregated 13F filings for Q1 2018.