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Goldman Sachs

1,348 hedge funds and large institutions have $70.2B invested in Goldman Sachs in 2018 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 505 increasing their positions, 448 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 92

26% more funds holding in top 10

Funds holding in top 10: 4759 (+12)

13% more repeat investments, than reductions

Existing positions increased: 505 | Existing positions reduced: 448

4% more funds holding

Funds holding: 1,2921,348 (+56)

0.32% less ownership

Funds ownership: 73.86%73.54% (-0.32%)

1% less capital invested

Capital invested by funds: $70.9B → $70.2B (-$777M)

24% less call options, than puts

Call options by funds: $1.83B | Put options by funds: $2.41B

Holders
1,348
Holders Change
+56
Holders Change %
+4.33%
% of All Funds
30.89%
Holding in Top 10
59
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+25.53%
% of All Funds
1.35%
New
157
Increased
505
Reduced
448
Closed
92
Calls
$1.83B
Puts
$2.41B
Net Calls
-$578M
Net Calls Change
+$813M
Name Holding Trade Value Shares
Change
Change in
Stake
BRC
1276
Bell Rock Capital
Delaware
$25K
JAM
1277
Jolley Asset Management
North Carolina
$25K
SGAM
1278
Smith Group Asset Management
Texas
$25K
SA
1279
SRH Advisors
Kansas
$25K
TFS
1280
TrustCore Financial Services
Tennessee
$25K
WAS
1281
WESPAC Advisors SoCal
California
$25K
JCM
1282
Jacobi Capital Management
Pennsylvania
$25K +$5.21K +20 +24%
BA
1283
Ballew Advisors
Mississippi
$25K +$26K +100 New
MA
1284
MCF Advisors
Kentucky
$25K +$26K +100 New
TWMP
1285
Taylor Wealth Management Partners
Massachusetts
$24K -$71.6K -275 -74%
WDL
1286
Well Done LLC
Michigan
$24K +$24.5K +94 New
M
1287
MOTCO
Texas
$21K -$8.59K -33 -29%
PFSC
1288
Peoples Financial Services Corp
Pennsylvania
$21K
AC
1289
Avestar Capital
New York
$20K +$1.56K +6 +7%
MCWS
1290
McKinley Carter Wealth Services
West Virginia
$20K +$20.3K +78 New
TCM
1291
Tributary Capital Management
Nebraska
$20K +$20.8K +80 New
PA
1292
Perennial Advisors
New York
$19K -$174K -670 -90%
FCAG
1293
First Capital Advisors Group
New Jersey
$19K +$19.5K +75 New
Nomura Holdings
1294
Nomura Holdings
Japan
$18.3K +$6.76M +25,980 +56%
MWM
1295
MinichMacGregor Wealth Management
New York
$18K -$25K -96 -57%
SIA
1296
SeaBridge Investment Advisors
New Jersey
$18K
TF
1297
Tompkins Financial
New York
$18K
MSFP
1298
Mark Sheptoff Financial Planning
Connecticut
$18K +$7.81K +30 +75%
AWMS
1299
Advocacy Wealth Management Services
Georgia
$17K
ME
1300
McIlrath & Eck
Washington
$17K

GS Hedge Fund Activity: Q1 2018 in Review

1,348 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs (GS) for Q1 2018, worth a combined $70.2B — down 1.1% from $70.9B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new GS positions and 92 closed out — a net gain of 65 holders — while 505 added to existing stakes and 448 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $711M. The largest seller was Wellington Management Group, cutting an estimated $640M.

  • 1,348 institutional investors held Goldman Sachs (GS) as of Q1 2018, up from 1,292 in Q4 2017.
  • Funds reported $70.2B of Goldman Sachs stock for Q1 2018, down 1.1% quarter-over-quarter.
  • 157 funds opened new Goldman Sachs positions in Q1 2018 and 92 closed out, a net change of +65 holders.
  • The largest Goldman Sachs buyer in Q1 2018 was Fidelity Investments, an estimated $711M added.
  • The largest Goldman Sachs seller in Q1 2018 was Wellington Management Group, an estimated $640M sold.

Based on aggregated 13F filings for Q1 2018.