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722 hedge funds and large institutions have $15.2B invested in GSK in 2014 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 325 increasing their positions, 215 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 215

42% more call options, than puts

Call options by funds: $117M | Put options by funds: $82.4M

31% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 36

6% more capital invested

Capital invested by funds: $14.4B → $15.2B (+$803M)

1% more funds holding

Funds holding: 712722 (+10)

0.25% more ownership

Funds ownership: 4.43%4.67% (+0.25%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
722
Holders Change
+10
Holders Change %
+1.4%
% of All Funds
20.75%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.26%
New
47
Increased
325
Reduced
215
Closed
36
Calls
$117M
Puts
$82.4M
Net Calls
+$34.4M
Net Calls Change
-$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
376
Stratos Wealth Partners
Ohio
$990K +$1M +14,785 New
Chevy Chase Trust
377
Chevy Chase Trust
Maryland
$984K +$150K +2,222 +18%
TU
378
TDAM USA
Ontario, Canada
$978K +$37.6K +556 +4%
GLRA
379
Gerald L. Ray & Associates
Texas
$950K
NERM
380
New England Research & Management
Illinois
$948K
BMO
381
Beck Mack & Oliver
New York
$939K
AAM
382
Augustine Asset Management
Florida
$938K +$2.71K +40 +0.3%
KCPG
383
Kavar Capital Partners Group
Kansas
$920K +$255K +3,760 +38%
HH
384
Hilltop Holdings
Texas
$898K +$256K +3,777 +39%
TSWM
385
Triangle Securities Wealth Management
North Carolina
$894K +$193K +2,844 +27%
TCOV
386
Trust Company of Vermont
Vermont
$890K +$75.3K +1,112 +9%
EI
387
Excelsia Inc
Georgia
$876K +$13.5K +200 +2%
FTC
388
Farmers Trust Company
Ohio
$863K +$27.7K +409 +3%
FNBT
389
FineMark National Bank & Trust
Florida
$857K -$35.6K -526 -4%
WS
390
Wedbush Securities
California
$848K +$137K +2,024 +19%
SM
391
Stratton Management
Pennsylvania
$840K -$17.9K -264 -2%
MSS
392
Mitchell Sinkler & Starr
Pennsylvania
$840K
ACP
393
Ashfield Capital Partners
California
$838K +$145K +2,148 +21%
BFO
394
Boston Family Office
Massachusetts
$836K -$20.3K -300 -2%
Envestnet Asset Management
395
Envestnet Asset Management
Illinois
$814K -$98.1K -1,449 -11%
BAC
396
Boys Arnold & Co
North Carolina
$811K -$37.9K -560 -4%
BBA
397
BLB&B Advisors
Pennsylvania
$808K +$5.42K +80 +0.7%
GPC
398
Glacier Peak Capital
Washington
$802K +$812K +12,000 New
CHJWM
399
Carlton Hofferkamp & Jenks Wealth Management
Texas
$801K +$812K +11,995 New
BHC
400
Bowen Hanes & Co
Florida
$800K +$66.6K +984 +9%

GSK Hedge Fund Activity: Q2 2014 in Review

722 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in GSK (GSK) for Q2 2014, worth a combined $15.2B — up 5.6% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new GSK positions and 36 closed out — a net gain of 11 holders — while 325 added to existing stakes and 215 trimmed.

The largest buyer was Allianz Asset Management, opening a new position worth an estimated $392M. The largest seller was Primecap Management, cutting an estimated $218M.

  • 722 institutional investors held GSK (GSK) as of Q2 2014, up from 712 in Q1 2014.
  • Funds reported $15.2B of GSK stock for Q2 2014, up 5.6% quarter-over-quarter.
  • 47 funds opened new GSK positions in Q2 2014 and 36 closed out, a net change of +11 holders.
  • The largest GSK buyer in Q2 2014 was Allianz Asset Management, an estimated $392M added.
  • The largest GSK seller in Q2 2014 was Primecap Management, an estimated $218M sold.

Based on aggregated 13F filings for Q2 2014.