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Goldman Sachs

905 hedge funds and large institutions have $48.1B invested in Goldman Sachs in 2013 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 297 increasing their positions, 386 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 61

11% more funds holding in top 10

Funds holding in top 10: 3741 (+4)

1.29% more ownership

Funds ownership: 67.01%68.29% (+1.3%)

4% more capital invested

Capital invested by funds: $46.5B → $48.1B (+$1.63B)

1% more funds holding

Funds holding: 900905 (+5)

23% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 386

38% less call options, than puts

Call options by funds: $1.27B | Put options by funds: $2.06B

Holders
905
Holders Change
+5
Holders Change %
+0.56%
% of All Funds
29.34%
Holding in Top 10
41
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.81%
% of All Funds
1.33%
New
72
Increased
297
Reduced
386
Closed
61
Calls
$1.27B
Puts
$2.06B
Net Calls
-$787M
Net Calls Change
-$177M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$3.86B -$251M -1,560,000 -6%
State Street
2
State Street
Massachusetts
$3.74B +$729M +4,529,439 +24%
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.02B -$18.4M -114,060 -0.6%
Citigroup
4
Citigroup
New York
$2.27B -$53.8M -334,179 -2%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.02B +$20.7M +128,606 +1%
BIT
6
BlackRock Institutional Trust
California
$1.84B -$36.5M -226,517 -2%
Dodge & Cox
7
Dodge & Cox
California
$1.79B -$23.1M -143,500 -1%
Jennison Associates
8
Jennison Associates
New York
$974M -$23.1M -143,605 -2%
Northern Trust
9
Northern Trust
Illinois
$928M -$61.1M -379,790 -6%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$854M +$10.9M +67,979 +1%
JP Morgan Chase
11
JP Morgan Chase
New York
$656M +$22.4M +139,331 +3%
BFA
12
BlackRock Fund Advisors
California
$633M -$3.9M -24,230 -0.6%
TCIM
13
TIAA CREF Investment Management
New York
$607M +$192M +1,195,030 +45%
Wells Fargo
14
Wells Fargo
California
$599M +$129M +800,941 +27%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$558M +$11.6M +72,201 +2%
BG
16
BlackRock Group
United Kingdom
$543M +$39M +242,247 +8%
Invesco
17
Invesco
Georgia
$542M -$104M -648,681 -16%
Bank of America
18
Bank of America
North Carolina
$539M +$48.3M +300,151 +10%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$476M +$1.15M +7,138 +0.2%
O
20
OppenheimerFunds
New York
$443M -$36M -223,617 -7%
Eagle Capital Management (New York)
21
Eagle Capital Management (New York)
New York
$431M +$10.6M +65,851 +2%
AllianceBernstein
22
AllianceBernstein
Tennessee
$367M -$81.9M -508,458 -18%
AL
23
AJO LP
Pennsylvania
$362M +$64.4K +400 +0%
Ameriprise
24
Ameriprise
Minnesota
$358M -$27.8M -172,409 -7%
Norges Bank
25
Norges Bank
Norway
$348M -$52.4M -325,421 -13%

GS Hedge Fund Activity: Q3 2013 in Review

905 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs (GS) for Q3 2013, worth a combined $48.1B — up 3.5% from $46.5B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new GS positions and 61 closed out — a net gain of 11 holders — while 297 added to existing stakes and 386 trimmed.

The largest buyer was State Street, adding an estimated $729M. The largest seller was Capital World Investors, cutting an estimated $251M.

  • 905 institutional investors held Goldman Sachs (GS) as of Q3 2013, up from 900 in Q2 2013.
  • Funds reported $48.1B of Goldman Sachs stock for Q3 2013, up 3.5% quarter-over-quarter.
  • 72 funds opened new Goldman Sachs positions in Q3 2013 and 61 closed out, a net change of +11 holders.
  • The largest Goldman Sachs buyer in Q3 2013 was State Street, an estimated $729M added.
  • The largest Goldman Sachs seller in Q3 2013 was Capital World Investors, an estimated $251M sold.

Based on aggregated 13F filings for Q3 2013.