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681 hedge funds and large institutions have $14.4B invested in GSK in 2013 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 265 increasing their positions, 204 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more call options, than puts

Call options by funds: $164M | Put options by funds: $63.5M

147% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 38

30% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 204

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

7% more funds holding

Funds holding: 635681 (+46)

7% more capital invested

Capital invested by funds: $13.5B → $14.4B (+$883M)

0.04% more ownership

Funds ownership: 4.38%4.42% (+0.04%)

Holders
681
Holders Change
+46
Holders Change %
+7.24%
% of All Funds
19.76%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.44%
New
94
Increased
265
Reduced
204
Closed
38
Calls
$164M
Puts
$63.5M
Net Calls
+$100M
Net Calls Change
+$13.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
351
AmeriServ Wealth Advisors
Pennsylvania
$1.01M +$178K +2,749 +22%
DC
352
Deere & Company
Illinois
$1.01M +$83.1K +1,282 +9%
AT
353
Arden Trust
Delaware
$993K +$667K +10,283 +224%
PSUF
354
People's United Financial
Connecticut
$989K +$37.1K +572 +4%
WA
355
Wheatland Advisors
Pennsylvania
$987K +$959K +14,788 New
JWBC
356
J.W. Burns & Co
New York
$976K +$23.7K +366 +3%
BMO
357
Beck Mack & Oliver
New York
$954K -$108K -1,672 -10%
LNWWM
358
Laird Norton Wetherby Wealth Management
California
$942K +$5.58K +86 +0.6%
SAG
359
Sterne Agee Group
Alabama
$939K +$666K +10,268 +270%
Toronto Dominion Bank
360
Toronto Dominion Bank
Ontario, Canada
$933K +$32.2K +496 +4%
B
361
BancorpSouth
Mississippi
$930K +$98.6K +1,520 +12%
GLRA
362
Gerald L. Ray & Associates
Texas
$918K
RMA
363
Roffman Miller Associates
Pennsylvania
$916K -$5.05M -77,813 -85%
TU
364
TDAM USA
Ontario, Canada
$914K +$888K +13,698 New
EI
365
Excelsia Inc
Georgia
$910K -$86.1K -1,328 -9%
Pacer Advisors
366
Pacer Advisors
Pennsylvania
$905K +$1.1M +16,946 New
OCG
367
Opus Capital Group
Ohio
$903K +$877K +13,524 New
SWM
368
SVA Wealth Management
Wisconsin
$896K +$870K +13,423 New
WAM
369
Wolverine Asset Management
Illinois
$891K +$399K +6,160 +86%
JMPWA
370
JP Morgan Private Wealth Advisors
California
$868K +$259K +3,996 +44%
MCM
371
McKinley Capital Management
Alaska
$864K +$220K +3,394 +36%
AR
372
Advisory Research
Illinois
$856K -$349K -5,384 -30%
BFO
373
Boston Family Office
Massachusetts
$855K
SM
374
Stratton Management
Pennsylvania
$848K -$2.59K -40 -0.3%
BAC
375
Boys Arnold & Co
North Carolina
$847K

GSK Hedge Fund Activity: Q4 2013 in Review

681 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in GSK (GSK) for Q4 2013, worth a combined $14.4B — up 6.5% from $13.5B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new GSK positions and 38 closed out — a net gain of 56 holders — while 265 added to existing stakes and 204 trimmed.

The largest buyer was Bank of America, adding an estimated $267M. The largest seller was Fidelity Investments, cutting an estimated $186M.

  • 681 institutional investors held GSK (GSK) as of Q4 2013, up from 635 in Q3 2013.
  • Funds reported $14.4B of GSK stock for Q4 2013, up 6.5% quarter-over-quarter.
  • 94 funds opened new GSK positions in Q4 2013 and 38 closed out, a net change of +56 holders.
  • The largest GSK buyer in Q4 2013 was Bank of America, an estimated $267M added.
  • The largest GSK seller in Q4 2013 was Fidelity Investments, an estimated $186M sold.

Based on aggregated 13F filings for Q4 2013.