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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
PMFA
626
Plante Moran Financial Advisors
Michigan
$69K -$34.2K -686 -34%
JIC
627
Joel Isaacson & Co
New York
$66K
LIA
628
LS Investment Advisors
Michigan
$65K
DLHL
629
Donald L. Hagan LLC
Florida
$64K +$62.5K +1,255 New
AIM
630
Advantage Investment Management
Iowa
$63K -$7.97K -160 -11%
MBT
631
Monroe Bank & Trust
Michigan
$61K
EFSCE
632
Enterprise Financial Services Corp (EFSC)
Missouri
$60K +$10.6K +213 +22%
TDC
633
Thompson Davis & Co
Virginia
$57K +$9.96K +200 +22%
JAM
634
JCIC Asset Management
Ontario, Canada
$56K
KKAMG
635
Kernodle & Katon Asset Management Group
Arkansas
$55K
FWM
636
Focused Wealth Management
New York
$51K -$50.7K -1,018 -50%
ACM
637
Argentus Capital Management
Texas
$50K -$3.73K -75 -7%
SAM
638
Shamrock Asset Management
Texas
$48K
M
639
MOTCO
Texas
$48K +$7.07K +142 +18%
CCMW
640
Cypress Capital Management (Wyoming)
Wyoming
$47.2K
HI
641
Hudock Inc
Pennsylvania
$46K +$349 +7 +0.8%
DBT
642
Dubuque Bank & Trust
Iowa
$44K
WAS
643
Winch Advisory Services
Wisconsin
$43K +$548 +11 +1%
TFA
644
Transamerica Financial Advisors
Florida
$41K -$36K -723 -48%
ZB
645
Zions Bancorporation
Utah
$41K -$946 -19 -2%
AIP
646
Ameritas Investment Partners
Nebraska
$41K
AP
647
Atwood & Palmer
Missouri
$41K
VIA
648
Vantage Investment Advisors
Pennsylvania
$40K +$17.9K +360 +83%
BWA
649
Burt Wealth Advisors
Maryland
$40K +$38.8K +780 New
TSW
650
Thompson Siegel & Walmsley
Virginia
$39K -$219K -4,396 -85%

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.