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726 hedge funds and large institutions have $8.38B invested in GSK in 2016 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 274 increasing their positions, 251 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $133M | Put options by funds: $86.8M

41% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 49

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

1% more funds holding

Funds holding: 718726 (+8)

9% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 251

0.16% less ownership

Funds ownership: 3.54%3.39% (-0.16%)

4% less capital invested

Capital invested by funds: $8.72B → $8.38B (-$342M)

Holders
726
Holders Change
+8
Holders Change %
+1.11%
% of All Funds
19.34%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.29%
New
69
Increased
274
Reduced
251
Closed
49
Calls
$133M
Puts
$86.8M
Net Calls
+$45.8M
Net Calls Change
-$55.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
476
Carroll Financial Associates
North Carolina
$351K +$115K +2,318 +50%
IIA
477
IPG Investment Advisors
California
$350K
WSC
478
Wellington Shields & Co
New York
$345K
WB
479
Webster Bank
Connecticut
$344K
OCG
480
Opus Capital Group
Ohio
$344K +$3.88K +78 +1%
PAM
481
Premier Asset Management
Illinois
$340K
NSIM
482
North Star Investment Management
Illinois
$338K -$7.97K -160 -2%
PFC
483
Poplar Forest Capital
California
$337K -$213K -4,280 -39%
SRC
484
Shufro Rose & Co
New York
$336K +$330K +6,619 New
SCM
485
Sterling Capital Management
North Carolina
$334K +$2.74K +55 +0.8%
BCM
486
Buckhead Capital Management
Georgia
$333K
GIA
487
Guyasuta Investment Advisors
Pennsylvania
$332K -$199K -4,000 -38%
AB
488
AT Bancorp
Iowa
$332K +$17.7K +356 +6%
SGA
489
Strategic Global Advisors
California
$330K +$325K +6,520 New
DWA
490
Douglass Winthrop Advisors
New York
$327K -$79.7K -1,600 -20%
HB
491
Homrich & Berg
Georgia
$327K +$3.34K +67 +1%
WSTAM
492
Wilbanks Smith & Thomas Asset Management
Virginia
$325K -$2.59K -52 -0.8%
GWM
493
Geneos Wealth Management
Colorado
$324K +$321K +6,437 New
BFO
494
Boston Family Office
Massachusetts
$322K -$206K -4,133 -39%
Chevy Chase Trust
495
Chevy Chase Trust
Maryland
$321K +$29.2K +587 +10%
CWA
496
Cypress Wealth Advisors
California
$321K +$100K +2,014 +47%
FIM
497
Frontier Investment Management
Texas
$319K +$52.6K +1,056 +20%
CA
498
Commerzbank Aktiengesellschaft
Germany
$317K -$4.82M -96,709 -94%
IA
499
IFP Advisors
Florida
$316K -$564K -11,314 -65%
AWM
500
AllSquare Wealth Management
New York
$316K +$131K +2,640 +73%

GSK Hedge Fund Activity: Q1 2016 in Review

726 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in GSK (GSK) for Q1 2016, worth a combined $8.38B — down 3.9% from $8.72B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new GSK positions and 49 closed out — a net gain of 20 holders — while 274 added to existing stakes and 251 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $89.2M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $127M.

  • 726 institutional investors held GSK (GSK) as of Q1 2016, up from 718 in Q4 2015.
  • Funds reported $8.38B of GSK stock for Q1 2016, down 3.9% quarter-over-quarter.
  • 69 funds opened new GSK positions in Q1 2016 and 49 closed out, a net change of +20 holders.
  • The largest GSK buyer in Q1 2016 was Fidelity Investments, an estimated $89.2M added.
  • The largest GSK seller in Q1 2016 was Hotchkis & Wiley Capital Management, an estimated $127M sold.

Based on aggregated 13F filings for Q1 2016.