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Goldman Sachs

958 hedge funds and large institutions have $55.5B invested in Goldman Sachs in 2013 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 308 increasing their positions, 388 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 71

15% more capital invested

Capital invested by funds: $48.1B → $55.5B (+$7.39B)

6% more funds holding

Funds holding: 905958 (+53)

1.35% more ownership

Funds ownership: 68.29%69.65% (+1.4%)

7% less funds holding in top 10

Funds holding in top 10: 4138 (-3)

21% less repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 388

47% less call options, than puts

Call options by funds: $1.28B | Put options by funds: $2.41B

Holders
958
Holders Change
+53
Holders Change %
+5.86%
% of All Funds
27.8%
Holding in Top 10
38
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.32%
% of All Funds
1.1%
New
132
Increased
308
Reduced
388
Closed
71
Calls
$1.28B
Puts
$2.41B
Net Calls
-$1.13B
Net Calls Change
-$345M
Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
176
Mackenzie Financial
Ontario, Canada
$36.4M +$919K +5,574 +3%
OAM
177
Origin Asset Management
United Kingdom
$35M -$781K -4,737 -2%
PCI
178
Pacifica Capital Investments
Texas
$35M -$368K -2,231 -1%
EARNEST Partners
179
EARNEST Partners
Georgia
$34.7M +$32.3M +195,791 New
TPSF
180
Texas Permanent School Fund
Texas
$34.6M -$2.08M -12,633 -6%
OAMG
181
Odey Asset Management Group
United Kingdom
$34.6M +$23.5M +142,500 +271%
Loomis, Sayles & Company
182
Loomis, Sayles & Company
Massachusetts
$34.5M +$14.6M +88,642 +84%
VOYA Investment Management
183
VOYA Investment Management
Georgia
$33.6M +$181K +1,096 +0.6%
USAA
184
United Services Automobile Association
Texas
$33.6M -$7.35M -44,533 -19%
Nisa Investment Advisors
185
Nisa Investment Advisors
Missouri
$33.1M -$17.5K -106 -0.1%
WCM
186
Wedge Capital Management
North Carolina
$32.5M +$965K +5,850 +3%
IRF
187
IBM Retirement Fund
New York
$32.4M -$1.07M -6,505 -3%
KIG
188
Kovitz Investment Group
Illinois
$30.4M -$9.78M -59,277 -26%
AIM
189
abrdn Investment Management
United Kingdom
$29.6M -$13.3M -80,851 -33%
CAM
190
Cacti Asset Management
Georgia
$29.4M -$12.4K -75 -0%
Capital Fund Management (CFM)
191
Capital Fund Management (CFM)
France
$28.3M -$60M -363,884 -69%
BA
192
Boston Advisors
Massachusetts
$28.1M +$120K +726 +0.5%
Robeco Institutional Asset Management
193
Robeco Institutional Asset Management
Netherlands
$27.9M +$4.57M +27,680 +21%
Comerica Bank
194
Comerica Bank
Texas
$27.8M -$3.53M -21,431 -12%
Public Sector Pension Investment Board (PSP Investments)
195
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$27.8M +$2.89M +17,500 +13%
OI
196
Oakbrook Investments
Illinois
$27.7M -$1.23M -7,487 -5%
KCA
197
KR Capital Advisors
New York
$27.6M -$1.24M -7,510 -5%
HI
198
Honeywell International
North Carolina
$26.6M +$24.7M +150,000 New
TSU
199
TD Securities (USA)
New York
$26.4M +$942K +5,709 +4%
AIG
200
American International Group
New York
$25.4M -$4.93M -29,908 -17%

GS Hedge Fund Activity: Q4 2013 in Review

958 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs (GS) for Q4 2013, worth a combined $55.5B — up 15% from $48.1B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new GS positions and 71 closed out — a net gain of 61 holders — while 308 added to existing stakes and 388 trimmed.

The largest buyer was Berkshire Hathaway, opening a new position worth an estimated $2.08B. The largest seller was Capital World Investors, cutting an estimated $740M.

  • 958 institutional investors held Goldman Sachs (GS) as of Q4 2013, up from 905 in Q3 2013.
  • Funds reported $55.5B of Goldman Sachs stock for Q4 2013, up 15% quarter-over-quarter.
  • 132 funds opened new Goldman Sachs positions in Q4 2013 and 71 closed out, a net change of +61 holders.
  • The largest Goldman Sachs buyer in Q4 2013 was Berkshire Hathaway, an estimated $2.08B added.
  • The largest Goldman Sachs seller in Q4 2013 was Capital World Investors, an estimated $740M sold.

Based on aggregated 13F filings for Q4 2013.