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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
CA
651
CapWealth Advisors
Tennessee
$19K -$16.1K -248 -46%
DBT
652
Dubuque Bank & Trust
Iowa
$19K +$6.48K +100 +55%
TCM
653
Tradewinds Capital Management
Washington
$16K +$15.1K +233 New
TWM
654
Torch Wealth Management
Ohio
$16K +$15.6K +240 New
WIC
655
Willis Investment Counsel
Georgia
$15.4K +$2.27M +35,040 +18%
PAS
656
Partnervest Advisory Services
California
$15K -$81.4K -1,256 -85%
EU
657
Emory University
Georgia
$15K
BCM
658
Blume Capital Management
California
$15K +$15K +232 New
BFEC
659
Benjamin F. Edwards & Company
Missouri
$14K -$21K -324 -60%
RIA
660
Regal Investment Advisors
Michigan
$13K -$18.1K -279 -59%
FNBSF
661
First National Bank Sioux Falls
South Dakota
$13K
MA
662
MCF Advisors
Kentucky
$13K
PIM
663
Parasol Investment Management
Illinois
$13K +$12.4K +192 New
LFR
664
Lehman Financial Resources
Pennsylvania
$11K +$10.4K +160 New
DOA
665
D'Orazio & Associates
Virginia
$11K +$249K +3,840 New
AF
666
Arrow Financial
New York
$10K
TIM
667
Tortoise Investment Management
New York
$10K
HCM
668
Highlander Capital Management
New Jersey
$9.34K
PFO
669
Pathstone Family Office
New Jersey
$9K +$8.3K +128 New
WF
670
WealthTrust Fairport
Ohio
$8K
OIA
671
Optimum Investment Advisors
Illinois
$8K +$65 +1 +0.8%
JFA
672
JNBA Financial Advisors
Minnesota
$7K
WOC
673
West Oak Capital
California
$5.87K
GI
674
Gradient Investments
Minnesota
$5K -$2.72K -42 -34%
CP
675
Corbenic Partners
Pennsylvania
$5K +$5.19K +80 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.