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
PW
1226
Price Wealth
Texas
$32K +$21K +88 +147%
FPFS
1227
First Personal Financial Services
North Carolina
$30K -$12.9K -54 -29%
RWA
1228
Ropes Wealth Advisors
Massachusetts
$30K
NC
1229
NewSquare Capital
Pennsylvania
$29K
CFA
1230
Camarda Financial Advisors
Florida
$26K
JCM
1231
Jacobi Capital Management
Pennsylvania
$26K +$3.58K +15 +15%
PA
1232
Perennial Advisors
New York
$26K +$10.7K +45 +60%
AC
1233
Avestar Capital
New York
$26K +$11.2K +47 +52%
CHP
1234
Cable Hill Partners
Oregon
$25K
OFW
1235
Omnia Family Wealth
Florida
$25K
KJWM
1236
Kiley Juergens Wealth Management
Washington
$25K +$27.7K +116 New
LA
1237
Legacy Advisors
Pennsylvania
$24K +$13.4K +56 +108%
WCM
1238
Wealthcare Capital Management
Virginia
$24K +$14.3K +60 +120%
SFM
1239
Signet Financial Management
New Jersey
$23K -$48.2K -202 -66%
AP
1240
Atwood & Palmer
Missouri
$23K +$954 +4 +4%
BA
1241
Ballew Advisors
Mississippi
$22K
MA
1242
MCF Advisors
Kentucky
$22K
SA
1243
SRH Advisors
Kansas
$22K
BRC
1244
Bell Rock Capital
Delaware
$22K +$238 +1 +1%
RA
1245
Rational Advisors
New York
$21K -$843K -3,536 -97%
SGAM
1246
Smith Group Asset Management
Texas
$19K -$2.38K -10 -10%
TWMP
1247
Taylor Wealth Management Partners
Massachusetts
$18K -$3.58K -15 -16%
M
1248
MOTCO
Texas
$18K
PFSC
1249
Peoples Financial Services Corp
Pennsylvania
$18K
MSFP
1250
Mark Sheptoff Financial Planning
Connecticut
$16K

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.