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Goldman Sachs

1,374 hedge funds and large institutions have $55.9B invested in Goldman Sachs in 2019 Q4 according to their latest regulatory filings, with 198 funds opening new positions, 468 increasing their positions, 507 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 198 | Existing positions closed: 83

14% more funds holding in top 10

Funds holding in top 10: 5057 (+7)

8% more capital invested

Capital invested by funds: $51.7B → $55.9B (+$4.24B)

7% more funds holding

Funds holding: 1,2791,374 (+95)

0.64% less ownership

Funds ownership: 69.34%68.7% (-0.64%)

8% less repeat investments, than reductions

Existing positions increased: 468 | Existing positions reduced: 507

40% less call options, than puts

Call options by funds: $1.79B | Put options by funds: $2.99B

Holders
1,374
Holders Change
+95
Holders Change %
+7.43%
% of All Funds
27.07%
Holding in Top 10
57
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14%
% of All Funds
1.12%
New
198
Increased
468
Reduced
507
Closed
83
Calls
$1.79B
Puts
$2.99B
Net Calls
-$1.2B
Net Calls Change
-$375M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.73B -$34.2M -157,575 -0.6%
State Street
2
State Street
Massachusetts
$4.61B -$10.2M -47,158 -0.2%
BlackRock
3
BlackRock
New York
$4.55B -$174M -803,361 -4%
Berkshire Hathaway
4
Berkshire Hathaway
Nebraska
$2.76B -$1.38B -6,348,884 -35%
Dodge & Cox
5
Dodge & Cox
California
$2.64B -$65.1M -300,015 -3%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$2.46B +$91M +419,227 +4%
Capital International Investors
7
Capital International Investors
California
$1.72B -$19.3M -89,129 -1%
Eagle Capital Management (New York)
8
Eagle Capital Management (New York)
New York
$1.58B -$28.6M -132,014 -2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$1.22B -$34.4M -158,398 -3%
Bank of America
10
Bank of America
North Carolina
$1.1B +$291M +1,341,597 +39%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.04B +$14.2M +65,392 +1%
Invesco
12
Invesco
Georgia
$1,000M -$29.3M -135,054 -3%
Northern Trust
13
Northern Trust
Illinois
$883M -$83M -382,553 -9%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$761M +$16.1M +74,239 +2%
GA
15
Greenhaven Associates
New York
$757M -$12.2M -56,215 -2%
N
16
Nuveen
North Carolina
$670M +$177M +814,010 +39%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$635M -$12.6M -58,186 -2%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$625M -$8.07M -37,202 -1%
AllianceBernstein
19
AllianceBernstein
Tennessee
$612M +$28.4M +130,711 +5%
Norges Bank
20
Norges Bank
Norway
$606M -$29.2M -134,666 -5%
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$530M +$131M +602,515 +35%
Morgan Stanley
22
Morgan Stanley
New York
$508M +$50.2M +231,120 +12%
Legal & General Group
23
Legal & General Group
United Kingdom
$473M +$3.74M +17,228 +0.8%
Citadel Advisors
24
Citadel Advisors
Florida
$466M +$153M +706,069 +53%
Charles Schwab
25
Charles Schwab
California
$405M +$278K +1,283 +0.1%

GS Hedge Fund Activity: Q4 2019 in Review

1,374 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs (GS) for Q4 2019, worth a combined $55.9B — up 8.2% from $51.7B a quarter earlier.

Buyers outnumbered sellers: 198 funds opened new GS positions and 83 closed out — a net gain of 115 holders — while 468 added to existing stakes and 507 trimmed.

The largest buyer was Bank of America, adding an estimated $291M. The largest seller was Berkshire Hathaway, cutting an estimated $1.38B.

  • 1,374 institutional investors held Goldman Sachs (GS) as of Q4 2019, up from 1,279 in Q3 2019.
  • Funds reported $55.9B of Goldman Sachs stock for Q4 2019, up 8.2% quarter-over-quarter.
  • 198 funds opened new Goldman Sachs positions in Q4 2019 and 83 closed out, a net change of +115 holders.
  • The largest Goldman Sachs buyer in Q4 2019 was Bank of America, an estimated $291M added.
  • The largest Goldman Sachs seller in Q4 2019 was Berkshire Hathaway, an estimated $1.38B sold.

Based on aggregated 13F filings for Q4 2019.