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Goldman Sachs
GS

Overview Fund Activity

1,800 hedge funds and large institutions have $76B invested in Goldman Sachs in 2023 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 670 increasing their positions, 706 reducing their positions, and 166 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,800
Holders Change
-73
Holders Change %
-3.9%
% of All Funds
28.81%
Holding in Top 10
49
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-15.52%
% of All Funds
0.78%
New
134
Increased
670
Reduced
706
Closed
166
Calls
$4.31B
Puts
$5.26B
Net Calls
-$954M
Net Calls Change
+$251M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.34B
2
Bank of America
Bank of America
North Carolina
+$310M
3
Franklin Resources
Franklin Resources
California
+$265M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$160M
5
Lazard Asset Management
Lazard Asset Management
New York
+$140M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.76B
2
Jennison Associates
Jennison Associates
New York
-$430M
3
State Street
State Street
Massachusetts
-$317M
4
Morgan Stanley
Morgan Stanley
New York
-$292M
5
Barclays
Barclays
United Kingdom
-$275M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIM
1226
Orca Investment Management
Oregon
$473K – – –
EAM
1227
Eukles Asset Management
Ohio
$472K +$22.2K +68 +5%
AIA
1228
Angeles Investment Advisors
California
$470K +$110K +337 +31%
SWMP
1229
Signature Wealth Management Partners
New Jersey
$464K +$80.1K +245 +21%
ESB
1230
Essex Savings Bank
Connecticut
$463K -$981 -3 -0.2%
LFA
1231
Lauterbach Financial Advisors
Texas
$462K +$129K +393 +39%
SWA
1232
SOA Wealth Advisors
New York
$460K +$5.56K +17 +1%
BWP
1233
BSW Wealth Partners
Colorado
$460K -$12.1K -37 -3%
BWM
1234
Buckley Wealth Management
Nevada
$458K – – –
CW
1235
CIC Wealth
Maryland
$456K -$55.6K -170 -11%
NWM
1236
Northcape Wealth Management
New York
$456K +$456K +1,393 New
TWA
1237
TCI Wealth Advisors
Arizona
$455K +$43.8K +134 +11%
CT
1238
Coastline Trust
Rhode Island
$455K – – –
VCM
1239
Vigilant Capital Management
Maine
$452K -$20.6M -62,996 -98%
AFP
1240
Ausdal Financial Partners
Iowa
$451K -$21.6K -66 -5%
AHB
1241
Abner Herrman & Brock
New Jersey
$448K – – –
CAGAS
1242
Capital Advisory Group Advisory Services
Minnesota
$447K +$35K +107 +8%
CAM
1243
Close Asset Management
United Kingdom
$444K -$2.95K -9 -0.7%
SMA
1244
Sage Mountain Advisors
Georgia
$442K +$185K +565 +72%
CSB
1245
City State Bank
Iowa
$441K – – –
FCA
1246
FinTrust Capital Advisors
South Carolina
$441K – – –
KCFA
1247
Key Client Fiduciary Advisors
New Jersey
$438K -$10.5K -32 -2%
BWA
1248
Blodgett Wealth Advisors
California
$435K – – –
BA
1249
Bluesphere Advisors
Pennsylvania
$435K -$83.4K -255 -16%
FC
1250
Forte Capital
New York
$433K +$6.54K +20 +2%
48 49
50
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