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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.37B +$78.6M +329,415 +1%
BlackRock
2
BlackRock
New York
$5.05B -$194M -814,657 -3%
State Street
3
State Street
Massachusetts
$4.73B -$88.6M -371,711 -2%
Berkshire Hathaway
4
Berkshire Hathaway
Nebraska
$2.92B +$547M +2,294,971 +21%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.51B -$172M -721,657 -6%
Dodge & Cox
6
Dodge & Cox
California
$2.38B +$25.7M +107,660 +1%
Capital World Investors
7
Capital World Investors
California
$2.19B -$359M -1,503,802 -13%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$1.27B -$766M -3,212,266 -36%
Bank of America
9
Bank of America
North Carolina
$1.22B +$18.9M +79,279 +1%
Jennison Associates
10
Jennison Associates
New York
$938M -$355M -1,487,487 -26%
Northern Trust
11
Northern Trust
Illinois
$932M -$27.7M -116,027 -3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$840M -$19.6M -82,163 -2%
TCIM
13
TIAA CREF Investment Management
New York
$831M +$71.6M +300,136 +9%
GA
14
Greenhaven Associates
New York
$752M -$41.7M -174,920 -5%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$750M -$28M -117,596 -3%
Citadel Advisors
16
Citadel Advisors
Florida
$744M +$159M +667,193 +25%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$720M +$41.9M +175,540 +6%
Morgan Stanley
18
Morgan Stanley
New York
$707M -$182M -762,043 -19%
Boston Partners
19
Boston Partners
Massachusetts
$685M +$24.7M +103,613 +3%
Eagle Capital Management (New York)
20
Eagle Capital Management (New York)
New York
$612M -$15.8M -66,373 -2%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$604M +$41.2M +172,940 +7%
Invesco
22
Invesco
Georgia
$596M +$33.5M +140,442 +5%
Deutsche Bank
23
Deutsche Bank
Germany
$559M +$50.9M +213,319 +9%
Norges Bank
24
Norges Bank
Norway
$552M
AllianceBernstein
25
AllianceBernstein
Tennessee
$507M -$73.9M -309,832 -12%

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.