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681 hedge funds and large institutions have $14.4B invested in GSK in 2013 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 265 increasing their positions, 204 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more call options, than puts

Call options by funds: $164M | Put options by funds: $63.5M

147% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 38

30% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 204

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

7% more funds holding

Funds holding: 635681 (+46)

7% more capital invested

Capital invested by funds: $13.5B → $14.4B (+$883M)

0.04% more ownership

Funds ownership: 4.38%4.42% (+0.04%)

Holders
681
Holders Change
+46
Holders Change %
+7.24%
% of All Funds
19.76%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.44%
New
94
Increased
265
Reduced
204
Closed
38
Calls
$164M
Puts
$63.5M
Net Calls
+$100M
Net Calls Change
+$13.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
626
Waverly Advisors
Alabama
$52K +$18.9K +291 +60%
PMFA
627
Plante Moran Financial Advisors
Michigan
$51K -$61.9K -955 -56%
H
628
Hexavest
Quebec, Canada
$51K
SFSIG
629
San Francisco Sentry Investment Group
California
$51K +$5.96K +92 +14%
WCM
630
Windsor Capital Management
Arizona
$50K +$9.79K +151 +25%
HFM
631
Hartford Financial Management
Connecticut
$48K
MBT
632
Monroe Bank & Trust
Michigan
$48K
HI
633
Hudock Inc
Pennsylvania
$47K +$324 +5 +0.7%
LNB
634
Ledyard National Bank
$38K -$13.1K -202 -26%
FMT
635
First Mercantile Trust
Tennessee
$37K -$713 -11 -2%
CFS
636
Community Financial System
New York
$37K
OC
637
Oakworth Capital
Alabama
$35K +$34.5K +532 New
S
638
SignatureFD
Georgia
$34K -$39.6K -610 -54%
ARMC
639
American Research & Management Company
Massachusetts
$33K
CAW
640
Cornerstone Advisors (Washington)
Washington
$33K
BBPWM
641
Blue Bell Private Wealth Management
Pennsylvania
$32K +$31.3K +482 New
AA
642
Apriem Advisors
California
$29K
VIA
643
Vantage Investment Advisors
Pennsylvania
$29K +$28.1K +433 New
FMB
644
Field & Main Bank
Kentucky
$27K +$25.8K +398 New
BOK
645
Bank of Kentucky
Kentucky
$24K
BAM
646
Brave Asset Management
New Jersey
$24K +$23.6K +364 New
RFA
647
Reilly Financial Advisors
California
$22K -$16.7K -258 -44%
CCM
648
Chilton Capital Management
Texas
$21.4K
ATC
649
Adirondack Trust Company
New York
$21K
LOCB
650
Lombard Odier & Cie (Bahamas)
Bahamas
$21K +$20.7K +320 New

GSK Hedge Fund Activity: Q4 2013 in Review

681 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in GSK (GSK) for Q4 2013, worth a combined $14.4B — up 6.5% from $13.5B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new GSK positions and 38 closed out — a net gain of 56 holders — while 265 added to existing stakes and 204 trimmed.

The largest buyer was Bank of America, adding an estimated $267M. The largest seller was Fidelity Investments, cutting an estimated $186M.

  • 681 institutional investors held GSK (GSK) as of Q4 2013, up from 635 in Q3 2013.
  • Funds reported $14.4B of GSK stock for Q4 2013, up 6.5% quarter-over-quarter.
  • 94 funds opened new GSK positions in Q4 2013 and 38 closed out, a net change of +56 holders.
  • The largest GSK buyer in Q4 2013 was Bank of America, an estimated $267M added.
  • The largest GSK seller in Q4 2013 was Fidelity Investments, an estimated $186M sold.

Based on aggregated 13F filings for Q4 2013.