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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
TU
576
TDAM USA
Ontario, Canada
$206K -$64.9K -1,304 -24%
SGAM
577
Smith Group Asset Management
Texas
$205K +$201K +4,037 New
BAM
578
Burnham Asset Management
New York
$204K -$3.98K -80 -2%
YMRC
579
Yorktown Management & Research Company
Virginia
$203K -$1.79M -36,000 -90%
WKWM
580
Walter & Keenan Wealth Management
Indiana
$203K -$35.9K -720 -15%
VWM
581
Valley Wealth Managers
New Jersey
$203K +$199K +4,000 New
HCM
582
Hutchinson Capital Management
California
$200K +$197K +3,947 New
AIS
583
Accurate Investment Solutions
Pennsylvania
$199K +$119K +2,380 +153%
WT
584
Whittier Trust
California
$188K -$94.4K -1,896 -34%
CGT
585
Capital Guardian Trust
California
$188K +$31.9K +640 +21%
IWMPD
586
Integrated Wealth Management (Palm Desert)
California
$184K -$30.7K -617 -15%
CFS
587
Commonwealth Financial Services
West Virginia
$180K -$73.3K -1,471 -29%
CFA
588
CT Financial Advisors
Pennsylvania
$179K -$3.59K -72 -2%
MSFP
589
Mark Sheptoff Financial Planning
Connecticut
$174K +$163K +3,280 +2,050%
Schroder Investment Management Group
590
Schroder Investment Management Group
United Kingdom
$170K +$22.5K +451 +16%
ECM
591
Estabrook Capital Management
New York
$167K
ASN
592
Advisory Services Network
Georgia
$164K -$12.7K -255 -7%
FMII
593
Farmers & Merchants Investments Inc
Nebraska
$162K +$21.5K +432 +16%
RWA
594
Ropes Wealth Advisors
Massachusetts
$161K
WJA
595
Williams Jones & Associates
New York
$161K +$158K +3,180 New
IWC
596
Integrated Wealth Counsel
California
$154K
KTC
597
Kistler-Tiffany Companies
Pennsylvania
$151K -$4.33K -87 -3%
LWCFA
598
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$147K
BL
599
Balentine LLC
Georgia
$146K
SJIM
600
St. Johns Investment Management
Florida
$146K

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.