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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
DCM
526
Donaldson Capital Management
Indiana
$334K -$2.71K -40 -0.8%
SNT
527
Security National Trust
West Virginia
$331K -$5.42K -80 -2%
WT
528
Whittier Trust
California
$331K
RMDI
529
R.M. Davis Inc
Maine
$330K -$1.69K -25 -0.5%
CL
530
CPWM LLC
Washington
$330K +$60.1K +888 +22%
PIM
531
Penobscot Investment Management
Massachusetts
$328K
PTC
532
Private Trust Company
Ohio
$322K +$45.2K +668 +16%
BAM
533
Burnham Asset Management
New York
$320K -$10.8K -160 -3%
SSG
534
Summit Securities Group
New York
$310K +$168K +2,480 +115%
I
535
IberiaBank
Louisiana
$309K +$313K +4,621 New
HCM
536
Howland Capital Management
Massachusetts
$307K +$9.41K +139 +3%
RW
537
Rand Wealth
Maryland
$305K -$23.4K -345 -7%
CA
538
Cetera Advisors
Colorado
$304K +$93.5K +1,381 +43%
FWP
539
FAS Wealth Partners
Kansas
$303K -$33.3K -492 -10%
CC
540
Cadinha & Co
Hawaii
$301K
SAM
541
Sequent Asset Management
Texas
$301K +$305K +4,506 New
BCM
542
Bluefin Capital Management
New York
$300K +$15.8K +234 +7%
TYCC
543
Texas Yale Capital Corp
Florida
$299K +$16.2K +240 +6%
VNA
544
VNBTrust National Association
Virginia
$297K -$57.7K -852 -16%
BKBG
545
BHF Kleinwort Benson Group
Belgium
$296K
LCM
546
LVM Capital Management
Michigan
$294K -$10.8K -160 -4%
SHA
547
Smith Hayes Advisers
Nebraska
$294K +$13.5K +200 +5%
T
548
Thomaspartners
Massachusetts
$293K -$20.4K -301 -6%
BC
549
Bartlett & Co
Ohio
$293K -$2.71K -40 -0.9%
Aristotle Capital Management
550
Aristotle Capital Management
California
$292K

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.