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Goldman Sachs

1,261 hedge funds and large institutions have $42.7B invested in Goldman Sachs in 2018 Q4 according to their latest regulatory filings, with 188 funds opening new positions, 371 increasing their positions, 551 reducing their positions, and 234 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 3849 (+11)

1.56% less ownership

Funds ownership: 70.79%69.23% (-1.6%)

4% less funds holding

Funds holding: 1,3181,261 (-57)

20% less first-time investments, than exits

New positions opened: 188 | Existing positions closed: 234

29% less capital invested

Capital invested by funds: $59.9B → $42.7B (-$17.2B)

30% less call options, than puts

Call options by funds: $1.51B | Put options by funds: $2.17B

33% less repeat investments, than reductions

Existing positions increased: 371 | Existing positions reduced: 551

Holders
1,261
Holders Change
-57
Holders Change %
-4.32%
% of All Funds
28.1%
Holding in Top 10
49
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+28.95%
% of All Funds
1.09%
New
188
Increased
371
Reduced
551
Closed
234
Calls
$1.51B
Puts
$2.17B
Net Calls
-$660M
Net Calls Change
+$98.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.17B +$54.3M +269,200 +1%
BlackRock
2
BlackRock
New York
$3.73B -$50.9M -252,500 -1%
State Street
3
State Street
Massachusetts
$3.52B -$121M -597,921 -3%
Berkshire Hathaway
4
Berkshire Hathaway
Nebraska
$3.07B
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.82B -$175M -868,481 -7%
Dodge & Cox
6
Dodge & Cox
California
$1.78B +$109M +542,404 +5%
Eagle Capital Management (New York)
7
Eagle Capital Management (New York)
New York
$953M +$601M +2,978,067 +109%
Capital International Investors
8
Capital International Investors
California
$816M -$202 -1 -0%
Jennison Associates
9
Jennison Associates
New York
$787M +$143M +710,479 +18%
Northern Trust
10
Northern Trust
Illinois
$719M +$26.1M +129,610 +3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$716M +$83.1M +411,700 +11%
Bank of America
12
Bank of America
North Carolina
$688M -$360M -1,783,427 -30%
Morgan Stanley
13
Morgan Stanley
New York
$673M +$155M +769,586 +24%
GA
14
Greenhaven Associates
New York
$560M -$3.33M -16,522 -0.5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$551M -$3.77M -18,711 -0.6%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$520M +$50M +247,616 +9%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$494M +$203M +1,006,818 +52%
Norges Bank
18
Norges Bank
Norway
$474M +$62.8M +311,169 +12%
Invesco
19
Invesco
Georgia
$449M -$43.8M -217,168 -7%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$427M -$219M -1,087,331 -30%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$356M -$293M -1,452,192 -41%
JP Morgan Chase
22
JP Morgan Chase
New York
$336M -$37.7M -187,060 -9%
TCIM
23
TIAA CREF Investment Management
New York
$292M -$138M -683,415 -28%
Legal & General Group
24
Legal & General Group
United Kingdom
$290M +$22.3M +110,588 +7%
O
25
OppenheimerFunds
New York
$290M -$46.2M -228,934 -12%

GS Hedge Fund Activity: Q4 2018 in Review

1,261 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs (GS) for Q4 2018, worth a combined $42.7B — down 29% from $59.9B a quarter earlier.

Sellers outnumbered buyers: 234 funds closed out of GS and 188 opened new positions — a net loss of 46 holders — while 551 trimmed existing stakes and 371 added.

The largest buyer was Eagle Capital Management (New York), adding an estimated $601M. The largest seller was Boston Partners, cutting an estimated $365M.

  • 1,261 institutional investors held Goldman Sachs (GS) as of Q4 2018, down from 1,318 in Q3 2018.
  • Funds reported $42.7B of Goldman Sachs stock for Q4 2018, down 29% quarter-over-quarter.
  • 188 funds opened new Goldman Sachs positions in Q4 2018 and 234 closed out, a net change of -46 holders.
  • The largest Goldman Sachs buyer in Q4 2018 was Eagle Capital Management (New York), an estimated $601M added.
  • The largest Goldman Sachs seller in Q4 2018 was Boston Partners, an estimated $365M sold.

Based on aggregated 13F filings for Q4 2018.