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Goldman Sachs
GS

Overview Fund Activity

1,813 hedge funds and large institutions have $74.4B invested in Goldman Sachs in 2023 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 649 increasing their positions, 726 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,813
Holders Change
+13
Holders Change %
+0.72%
% of All Funds
28.59%
Holding in Top 10
40
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-18.37%
% of All Funds
0.63%
New
140
Increased
649
Reduced
726
Closed
112
Calls
$4.44B
Puts
$5.12B
Net Calls
-$683M
Net Calls Change
+$271M

Top Buyers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$532M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$518M
3
Jennison Associates
Jennison Associates
New York
+$241M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$207M
5
Barclays
Barclays
United Kingdom
+$188M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$8.19B
2
Bank of America
Bank of America
North Carolina
-$915M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$653M
4
Capital World Investors
Capital World Investors
California
-$622M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$367M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
1301
Heritage Wealth Advisors
Virginia
$399K -$22.6K -70 -5%
AM
1302
AGF Management
Ontario, Canada
$398K -$464K -1,438 -54%
CCM
1303
Check Capital Management
California
$397K – – –
SIG
1304
Sargent Investment Group
Maryland
$396K – – –
RWMH
1305
Riverpoint Wealth Management Holdings
Illinois
$395K – – –
KFGK
1306
Keystone Financial Group (Kentucky)
Kentucky
$394K +$394K +1,220 New
SS
1307
Sunbelt Securities
Texas
$392K +$202K +625 +106%
RIA
1308
Regal Investment Advisors
Michigan
$391K -$323 -1 -0.1%
GS
1309
GTS Securities
New York
$389K +$389K +1,206 New
DWM
1310
Dorchester Wealth Management
Quebec, Canada
$386K – – –
HKAM
1311
Horizon Kinetics Asset Management
New York
$385K – – –
RWMG
1312
Redwood Wealth Management Group
New Jersey
$383K – – –
AFAS
1313
Acorn Financial Advisory Services
Virginia
$382K -$2.26K -7 -0.6%
TCM
1314
Traynor Capital Management
Pennsylvania
$381K -$473K -1,465 -55%
FDS
1315
First Dallas Securities
Texas
$381K -$103K -318 -21%
RBC
1316
Romano Brothers & Co
Illinois
$380K +$380K +1,177 New
BA
1317
Bluesphere Advisors
Pennsylvania
$379K -$50K -155 -12%
CPIG
1318
Chicago Partners Investment Group
Illinois
$379K -$29.1K -83 -7%
ACI
1319
Alpha Cubed Investments
California
$378K -$39.7K -123 -9%
APWM
1320
Argonautica Private Wealth Management
Massachusetts
$377K -$29.4K -91 -7%
Cohen & Steers
1321
Cohen & Steers
New York
$375K – – –
FLPIM
1322
F.L. Putnam Investment Management
Massachusetts
$373K +$62.6K +194 +20%
WWM
1323
Wagner Wealth Management
South Carolina
$371K -$6.77K -21 -2%
SGCA
1324
Steel Grove Capital Advisors
Tennessee
$369K – – –
HGWM
1325
Horst & Graben Wealth Management
Oregon
$367K -$7.74K -24 -2%
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