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Goldman Sachs

1,195 hedge funds and large institutions have $66.5B invested in Goldman Sachs in 2017 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 370 increasing their positions, 510 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 75

4% more capital invested

Capital invested by funds: $63.8B → $66.5B (+$2.66B)

0% more funds holding

Funds holding: 1,1931,195 (+2)

0.6% less ownership

Funds ownership: 73.11%72.51% (-0.6%)

10% less funds holding in top 10

Funds holding in top 10: 5146 (-5)

27% less repeat investments, than reductions

Existing positions increased: 370 | Existing positions reduced: 510

45% less call options, than puts

Call options by funds: $1.48B | Put options by funds: $2.7B

Holders
1,195
Holders Change
+2
Holders Change %
+0.17%
% of All Funds
29.79%
Holding in Top 10
46
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.8%
% of All Funds
1.15%
New
87
Increased
370
Reduced
510
Closed
75
Calls
$1.48B
Puts
$2.7B
Net Calls
-$1.23B
Net Calls Change
+$67.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$5.75B -$18.1M -80,448 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.69B -$19.1M -84,803 -0.4%
State Street
3
State Street
Massachusetts
$5.31B -$9.05M -40,105 -0.2%
Dodge & Cox
4
Dodge & Cox
California
$3.28B -$20.4M -90,487 -0.7%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.86B +$153M +678,668 +6%
Berkshire Hathaway
6
Berkshire Hathaway
Nebraska
$2.6B
Capital World Investors
7
Capital World Investors
California
$2.16B +$330M +1,460,847 +19%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$1.85B -$448M -1,987,751 -20%
Bank of America
9
Bank of America
North Carolina
$1.43B +$114M +506,043 +9%
Capital Research Global Investors
10
Capital Research Global Investors
California
$1.37B -$261M -1,157,335 -17%
Jennison Associates
11
Jennison Associates
New York
$1.14B -$333M -1,474,751 -23%
Northern Trust
12
Northern Trust
Illinois
$1.07B +$45.9M +203,520 +5%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$891M -$1.9M -8,439 -0.2%
GA
14
Greenhaven Associates
New York
$879M -$19.8M -87,592 -2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$858M +$80.5M +356,956 +11%
Morgan Stanley
16
Morgan Stanley
New York
$798M +$12.3M +54,374 +2%
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$794M -$57.2M -253,420 -7%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$764M -$232M -1,027,800 -24%
Invesco
19
Invesco
Georgia
$685M -$21.8M -96,715 -3%
Eagle Capital Management (New York)
20
Eagle Capital Management (New York)
New York
$684M +$1.42M +6,298 +0.2%
Boston Partners
21
Boston Partners
Massachusetts
$662M +$74.1M +328,611 +13%
Norges Bank
22
Norges Bank
Norway
$623M -$5.76M -25,555 -1%
JP Morgan Chase
23
JP Morgan Chase
New York
$619M +$75M +332,362 +14%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$618M +$8.51M +37,731 +1%
AllianceBernstein
25
AllianceBernstein
Tennessee
$607M +$129M +572,040 +29%

GS Hedge Fund Activity: Q3 2017 in Review

1,195 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs (GS) for Q3 2017, worth a combined $66.5B — up 4.2% from $63.8B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new GS positions and 75 closed out — a net gain of 12 holders — while 370 added to existing stakes and 510 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $540M. The largest seller was Fidelity Investments, cutting an estimated $448M.

  • 1,195 institutional investors held Goldman Sachs (GS) as of Q3 2017, up from 1,193 in Q2 2017.
  • Funds reported $66.5B of Goldman Sachs stock for Q3 2017, up 4.2% quarter-over-quarter.
  • 87 funds opened new Goldman Sachs positions in Q3 2017 and 75 closed out, a net change of +12 holders.
  • The largest Goldman Sachs buyer in Q3 2017 was Citadel Advisors, an estimated $540M added.
  • The largest Goldman Sachs seller in Q3 2017 was Fidelity Investments, an estimated $448M sold.

Based on aggregated 13F filings for Q3 2017.