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
CAG
1376
Csenge Advisory Group
Florida
-$230K -912 Closed
FMWA
1377
Forvis Mazars Wealth Advisors
Missouri
-$230K -912 Closed
BDF
1378
Balasa Dinverno & Foltz
-$227K -901 Closed
WKWM
1379
Walter & Keenan Wealth Management
Indiana
-$227K -900 Closed
VA
1380
Valmark Advisers
Ohio
-$224K -890 Closed
CVM
1381
Cheviot Value Management
California
-$224K -889 Closed
JFL
1382
Jarislowsky, Fraser Ltd
Quebec, Canada
-$222K -883 Closed
BAM
1383
Berkshire Asset Management
Pennsylvania
-$222K -880 Closed
FMBTD
1384
First Midwest Bank Trust Division
Illinois
-$220K -873 Closed
FPCP
1385
Fort Point Capital Partners
California
-$220K -873 Closed
HB
1386
Homrich & Berg
Georgia
-$218K -866 Closed
BOS
1387
Bingham Osborn & Scarborough
California
-$218K -865 Closed
EIA
1388
Edgemoor Investment Advisors
Maryland
-$217K -860 Closed
VWA
1389
V Wealth Advisors
Kansas
-$209K -856 Closed
CAM
1390
Claret Asset Management
Quebec, Canada
-$214K -850 Closed
ACP
1391
Ashfield Capital Partners
California
-$213K -845 Closed
WPC
1392
Waters Parkerson & Co
Louisiana
-$209K -830 Closed
AW
1393
ACG Wealth
Georgia
-$208K -826 Closed
RA
1394
RFG Advisory
Alabama
-$205K -813 Closed
HHGA
1395
Halbert Hargrove Global Advisors
California
-$203K -806 Closed
PWAP
1396
Private Wealth Advisors (Pennsylvania)
Pennsylvania
-$202K -803 Closed
AWM
1397
Aries Wealth Management
Maine
-$205K -800 Closed
BAC
1398
Boys Arnold & Co
North Carolina
-$202K -800 Closed
DRZID
1399
DePrince Race & Zollo Inc (DRZ)
Florida
-$201K -800 Closed
WPW
1400
Waldron Private Wealth
Pennsylvania
-$201K -799 Closed

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.