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
SIA
1251
SeaBridge Investment Advisors
New Jersey
$16K
MWM
1252
MinichMacGregor Wealth Management
New York
$15K -$954 -4 -5%
AWMS
1253
Advocacy Wealth Management Services
Georgia
$15K
TCM
1254
Tradewinds Capital Management
Washington
$15K +$238 +1 +2%
PCFFS
1255
Pacific Center for Financial Services
California
$14K
GTAM
1256
Global Trust Asset Management
Florida
$13K -$250K -1,050 -95%
CWA
1257
Clarus Wealth Advisors
Arizona
$13K +$12.6K +53 New
WAS
1258
Winch Advisory Services
Wisconsin
$12K -$720K -3,018 -98%
BCA
1259
Bay Colony Advisors
Massachusetts
$12K +$13.4K +56 New
CC
1260
Claybrook Capital
Massachusetts
$11K
CFN
1261
Cordasco Financial Network
Florida
$11K
LWA
1262
Lenox Wealth Advisors
New York
$11K
CCMW
1263
Cypress Capital Management (Wyoming)
Wyoming
$11K +$11.9K +50 New
FNB
1264
Farmers National Bank
Kentucky
$9K
GBBWRPM
1265
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$9K
OWA
1266
One Wealth Advisors
California
$8K -$227K -952 -96%
TAIM
1267
TD Ameritrade Investment Management
Nebraska
$8K +$8.82K +37 New
MSA
1268
Marino Stram & Associates
Massachusetts
$7K +$2.62K +11 +50%
BAMG
1269
Brand Asset Management Group
Missouri
$7K +$8.11K +34 New
DRS
1270
Deane Retirement Strategies
Louisiana
$6K -$1.48M -6,191 -100%
BWP
1271
Baldwin Wealth Partners
Massachusetts
$6K
BIMC
1272
Benson Investment Management Company
Virginia
$6K
SWMG
1273
Signature Wealth Management Group
Georgia
$6K
Lazard Asset Management
1274
Lazard Asset Management
New York
$6K +$2.38K +10 +48%
KL
1275
KWMG LLC
Kansas
$6K +$5.96K +25 New

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.