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Goldman Sachs

1,374 hedge funds and large institutions have $55.9B invested in Goldman Sachs in 2019 Q4 according to their latest regulatory filings, with 198 funds opening new positions, 468 increasing their positions, 507 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 198 | Existing positions closed: 83

14% more funds holding in top 10

Funds holding in top 10: 5057 (+7)

8% more capital invested

Capital invested by funds: $51.7B → $55.9B (+$4.24B)

7% more funds holding

Funds holding: 1,2791,374 (+95)

0.64% less ownership

Funds ownership: 69.34%68.7% (-0.64%)

8% less repeat investments, than reductions

Existing positions increased: 468 | Existing positions reduced: 507

40% less call options, than puts

Call options by funds: $1.79B | Put options by funds: $2.99B

Holders
1,374
Holders Change
+95
Holders Change %
+7.43%
% of All Funds
27.07%
Holding in Top 10
57
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14%
% of All Funds
1.12%
New
198
Increased
468
Reduced
507
Closed
83
Calls
$1.79B
Puts
$2.99B
Net Calls
-$1.2B
Net Calls Change
-$375M
Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
1251
Enterprise Financial Services Corp (EFSC)
Missouri
$57K
C
1252
Cerebellum
California
$57K +$53.4K +246 New
MF
1253
Manchester Financial
California
$57K +$54K +249 New
TFO
1254
Tarbox Family Office
California
$56K +$18.9K +87 +55%
PCA
1255
Peddock Capital Advisors
Massachusetts
$54K +$50.8K +234 New
EWP
1256
Engrave Wealth Partners
Texas
$54K +$51K +235 New
JFA
1257
JNBA Financial Advisors
Minnesota
$52K
SAM
1258
S.A. Mason
Michigan
$52K +$49.5K +228 New
TFS
1259
TrustCore Financial Services
Tennessee
$51K
TPWA
1260
TRUE Private Wealth Advisors
Oregon
$51K +$48.8K +225 New
CFGS
1261
Concourse Financial Group Securities
Alabama
$50K +$17.6K +81 +60%
BDWM
1262
Brewin Dolphin Wealth Management
Ireland
$49.4K
EDRH
1263
Edmond de Rothschild Holding
Switzerland
$47K -$21.9K -101 -33%
PMFA
1264
Plante Moran Financial Advisors
Michigan
$46K -$3.69K -17 -8%
RTC
1265
Riverview Trust Company
Washington
$46K
SFG
1266
Sowa Financial Group
Rhode Island
$43K +$40.1K +185 New
SL
1267
Savior LLC
Massachusetts
$43K +$40.6K +187 New
OC
1268
Oakworth Capital
Alabama
$42K +$12.6K +58 +48%
HWM
1269
Howard Wealth Management
Connecticut
$42K +$39.9K +184 New
BAM
1270
Bellevue Asset Management
Washington
$40K +$38K +175 New
WPA
1271
West Paces Advisors
Georgia
$39.1K +$9.55K +44 +35%
LC
1272
Lindbrook Capital
California
$38K +$2.6K +12 +8%
GCM
1273
Gladius Capital Management
Illinois
$35K -$454K -2,092 -93%
LWM
1274
Lenox Wealth Management
Ohio
$35K
OSNBOA
1275
Old Second National Bank of Aurora
Illinois
$35K

GS Hedge Fund Activity: Q4 2019 in Review

1,374 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs (GS) for Q4 2019, worth a combined $55.9B — up 8.2% from $51.7B a quarter earlier.

Buyers outnumbered sellers: 198 funds opened new GS positions and 83 closed out — a net gain of 115 holders — while 468 added to existing stakes and 507 trimmed.

The largest buyer was Bank of America, adding an estimated $291M. The largest seller was Berkshire Hathaway, cutting an estimated $1.38B.

  • 1,374 institutional investors held Goldman Sachs (GS) as of Q4 2019, up from 1,279 in Q3 2019.
  • Funds reported $55.9B of Goldman Sachs stock for Q4 2019, up 8.2% quarter-over-quarter.
  • 198 funds opened new Goldman Sachs positions in Q4 2019 and 83 closed out, a net change of +115 holders.
  • The largest Goldman Sachs buyer in Q4 2019 was Bank of America, an estimated $291M added.
  • The largest Goldman Sachs seller in Q4 2019 was Berkshire Hathaway, an estimated $1.38B sold.

Based on aggregated 13F filings for Q4 2019.