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Goldman Sachs
GS

Overview Fund Activity

1,813 hedge funds and large institutions have $74.4B invested in Goldman Sachs in 2023 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 649 increasing their positions, 726 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,813
Holders Change
+13
Holders Change %
+0.72%
% of All Funds
28.59%
Holding in Top 10
40
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-18.37%
% of All Funds
0.63%
New
140
Increased
649
Reduced
726
Closed
112
Calls
$4.44B
Puts
$5.12B
Net Calls
-$683M
Net Calls Change
+$271M

Top Buyers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$532M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$518M
3
Jennison Associates
Jennison Associates
New York
+$241M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$207M
5
Barclays
Barclays
United Kingdom
+$188M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$8.19B
2
Bank of America
Bank of America
North Carolina
-$915M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$653M
4
Capital World Investors
Capital World Investors
California
-$622M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$367M
Name Holding Trade Value Shares
Change 		Shares
Change %
LG
1126
Leuthold Group
Minnesota
$609K – – –
TCM
1127
Telos Capital Management
California
$607K +$4.52K +14 +0.7%
HA
1128
Herold Advisors
New York
$605K -$4.84K -15 -0.8%
CP
1129
Castleview Partners
Texas
$604K +$25.5K +79 +4%
AC
1130
Abbrea Capital
California
$603K -$4.84K -15 -0.8%
EC
1131
EdgeRock Capital
Colorado
$603K -$2.58K -8 -0.4%
EWA
1132
Etesian Wealth Advisors
Oregon
$600K +$11.3K +35 +2%
Fayez Sarofim & Co
1133
Fayez Sarofim & Co
Texas
$598K -$25.2K -78 -4%
TCOT
1134
Trust Company of Toledo
Ohio
$598K – – –
CIM
1135
CIM Investment Management
Pennsylvania
$597K +$1.29K +4 +0.2%
CFG
1136
Cooper Financial Group
California
$595K +$66.1K +205 +13%
XWM
1137
Xcel Wealth Management
Florida
$594K +$37.4K +116 +7%
PA
1138
Procyon Advisors
Connecticut
$593K +$254K +789 +75%
BSW
1139
Buckingham Strategic Wealth
Missouri
$591K +$59.3K +184 +11%
WEG
1140
World Equity Group
Illinois
$587K -$22.1M -68,448 -97%
CIG
1141
Cascade Investment Group
Colorado
$583K -$7.1K -22 -1%
BG
1142
Bahl & Gaynor
Ohio
$583K – – –
CIS
1143
Connors Investor Services
Pennsylvania
$579K -$11.1M -34,267 -95%
PSP
1144
Principal Street Partners
Tennessee
$577K +$3.23K +10 +0.6%
CIAS
1145
Capital Investment Advisory Services
North Carolina
$576K -$8.06K -25 -1%
JFGIW
1146
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$575K -$38.4K -119 -6%
SC
1147
Soundwatch Capital
Connecticut
$575K -$48.2M -1,761 -99%
T
1148
TOBAM
France
$572K – – –
LMKC
1149
L.M. Kohn & Company
Ohio
$572K – – –
EIP
1150
Epoch Investment Partners
New York
$571K -$5.48K -17 -1%
44 45
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