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740 hedge funds and large institutions have $9.13B invested in GSK in 2016 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 297 increasing their positions, 238 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $163M | Put options by funds: $94M

25% more repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 238

20% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 44

0% less funds holding

Funds holding: 741740 (-1)

0.14% less ownership

Funds ownership: 3.61%3.47% (-0.14%)

4% less capital invested

Capital invested by funds: $9.53B → $9.13B (-$401M)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
740
Holders Change
-1
Holders Change %
-0.13%
% of All Funds
19.74%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.24%
New
53
Increased
297
Reduced
238
Closed
44
Calls
$163M
Puts
$94M
Net Calls
+$69.2M
Net Calls Change
+$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
JWS
501
Juncture Wealth Strategies
Arizona
$345K +$39.5K +720 +13%
BFO
502
Boston Family Office
Massachusetts
$343K
Barclays
503
Barclays
United Kingdom
$341K -$4.26M -77,766 -92%
CWA
504
Cypress Wealth Advisors
California
$341K -$3.18K -58 -0.9%
BOTW
505
Bank of the West
California
$341K +$97.7K +1,781 +39%
LBC
506
Lowe Brockenbrough & Co
Virginia
$340K -$4.39K -80 -1%
FBT
507
First Bankers Trust
Kentucky
$340K +$8.39K +153 +2%
WSTAM
508
Wilbanks Smith & Thomas Asset Management
Virginia
$339K +$8.17K +149 +2%
PTC
509
Private Trust Company
Ohio
$337K +$19.5K +355 +6%
IAS
510
IMA Advisory Services
Colorado
$335K +$4.83K +88 +1%
TIP
511
Torray Investment Partners
Maryland
$334K
RA
512
RFG Advisory
Alabama
$334K +$768 +14 +0.2%
BCP
513
Berkeley Capital Partners
Georgia
$330K +$4.5K +82 +1%
VNA
514
VNBTrust National Association
Virginia
$324K
PP
515
Palladium Partners
Virginia
$324K +$60.9K +1,110 +23%
MIP
516
Marietta Investment Partners
Wisconsin
$323K +$329K +6,000 New
BDF
517
Balasa Dinverno & Foltz
$322K
MC
518
Mathes Company
New York
$319K
BBHC
519
Brown Brothers Harriman & Co
New York
$315K -$15.4K -280 -5%
NL
520
NWAM LLC
Washington
$314K +$320K +5,832 New
GWM
521
Geneos Wealth Management
Colorado
$310K +$36.4K +663 +13%
EHWM
522
Eads & Heald Wealth Management
Georgia
$308K +$1.97K +36 +0.6%
EAM
523
Eagle Asset Management
Florida
$308K +$46.3K +844 +17%
DWA
524
Douglass Winthrop Advisors
New York
$305K
FPB
525
First PREMIER Bank
South Dakota
$305K

GSK Hedge Fund Activity: Q3 2016 in Review

740 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in GSK (GSK) for Q3 2016, worth a combined $9.13B — down 4.2% from $9.53B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new GSK positions and 44 closed out — a net gain of 9 holders — while 297 added to existing stakes and 238 trimmed.

The largest buyer was Grantham, Mayo, Van Otterloo & Co (GMO), adding an estimated $61.8M. The largest seller was Macquarie Group, cutting an estimated $176M.

  • 740 institutional investors held GSK (GSK) as of Q3 2016, down from 741 in Q2 2016.
  • Funds reported $9.13B of GSK stock for Q3 2016, down 4.2% quarter-over-quarter.
  • 53 funds opened new GSK positions in Q3 2016 and 44 closed out, a net change of +9 holders.
  • The largest GSK buyer in Q3 2016 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $61.8M added.
  • The largest GSK seller in Q3 2016 was Macquarie Group, an estimated $176M sold.

Based on aggregated 13F filings for Q3 2016.