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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
AFIA
701
America First Investment Advisors
Nebraska
$10K +$9.86K +198 New
MPWT
702
MassMutual Private Wealth & Trust
Connecticut
$9.08K -$2.59K -52 -23%
IR
703
Invictus RG
Bermuda
$9K -$6.28K -126 -41%
GBBWRPM
704
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$9K
MCM
705
MV Capital Management
Maryland
$9K
N
706
Nuveen
North Carolina
$8.93K -$4.48M -89,883 -34%
DOA
707
D'Orazio & Associates
Virginia
$8K +$7.97K +160 New
LIM
708
Lagoda Investment Management
New York
$7K -$2.59K -52 -27%
CAW
709
Cornerstone Advisors (Washington)
Washington
$6K -$8.82K -177 -60%
CA
710
CapWealth Advisors
Tennessee
$6K
AF
711
Allworth Financial
California
$6K +$2.39K +48 +71%
AOWM
712
Alpha Omega Wealth Management
Virginia
$5K +$50 +1 +1%
NC
713
NewSquare Capital
Pennsylvania
$5K +$5.38K +108 New
WOC
714
West Oak Capital
California
$4.46K
Geode Capital Management
715
Geode Capital Management
Massachusetts
$4.41K +$262K +5,252 +6%
AF
716
Arrow Financial
New York
$4K -$7.57K -152 -66%
BWP
717
Baldwin Wealth Partners
Massachusetts
$3K +$2.99K +60 New
BC
718
Barnett & Company
Tennessee
$3K +$2.99K +60 New
MCM
719
Manchester Capital Management
Vermont
$2K -$144K -2,891 -99%
ADL
720
Asset Dedication LLC
California
$2K
FAM
721
Formidable Asset Management
Ohio
$2K
DSN
722
D. Scott Neal
Kentucky
$2K +$2.14K +43 New
Carson Wealth (CWM LLC)
723
Carson Wealth (CWM LLC)
Nebraska
$1K -$1.69K -34 -56%
QAM
724
QCI Asset Management
New York
$1K
EWM
725
Endurance Wealth Management
Rhode Island
$41

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.