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701 hedge funds and large institutions have $13.1B invested in GSK in 2014 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 337 increasing their positions, 217 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 217

45% more call options, than puts

Call options by funds: $210M | Put options by funds: $145M

0.26% less ownership

Funds ownership: 4.67%4.41% (-0.26%)

3% less funds holding

Funds holding: 722701 (-21)

14% less capital invested

Capital invested by funds: $15.2B → $13.1B (-$2.11B)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

31% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 58

Holders
701
Holders Change
-21
Holders Change %
-2.91%
% of All Funds
20.34%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.2%
New
40
Increased
337
Reduced
217
Closed
58
Calls
$210M
Puts
$145M
Net Calls
+$65.2M
Net Calls Change
+$30.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
726
Spinnaker Trust
Maine
-$283K -4,240 Closed
BJL
727
Brighton Jones LLC
Washington
-$279K -4,179 Closed
CICI
728
Capital Investment Counsel Inc
North Carolina
-$278K -4,160 Closed
LPC
729
Loeb Partners Corp
New York
-$267K -4,000 Closed
TIA
730
Tiemann Investment Advisors
California
-$259K -3,872 Closed
PFPT
731
Pinnacle Financial Partners (Tennessee)
Tennessee
-$254K -3,800 Closed
YMRC
732
Yorktown Management & Research Company
Virginia
-$251K -3,760 Closed
ZDA
733
Zweig-DiMenna Associates
New York
-$251K -3,760 Closed
BHBT
734
Burke & Herbert Bank & Trust
Virginia
-$246K -3,681 Closed
MA
735
Montag & Associates
Georgia
-$229K -3,432 Closed
EHWM
736
Eads & Heald Wealth Management
Georgia
-$228K -3,413 Closed
WCM
737
Weatherstone Capital Management
Colorado
-$220K -3,285 Closed
CCM
738
Chickasaw Capital Management
Tennessee
-$214K -3,200 Closed
LWM
739
Lyons Wealth Management
Florida
-$213K -3,182 Closed
UBS AM
740
UBS AM
Illinois
-$208K -3,110 Closed
GC
741
Grimes & Company
Massachusetts
-$207K -3,098 Closed
MPI
742
Mairs & Power Inc
Minnesota
-$206K -3,077 Closed
CTA
743
Chesley Taft & Associates
Illinois
-$205K -3,065 Closed
AB
744
Atlas Brown
Kentucky
-$203K -3,035 Closed
DG
745
Davidson & Garrard
Virginia
-$202K -3,027 Closed
CC
746
Columbia Capital
California
-$148K -2,206 Closed
WG
747
Welch Group
Alabama
-$108K -1,618 Closed
MBT
748
Monroe Bank & Trust
Michigan
-$80K -1,200 Closed
ACM
749
Antonetti Capital Management
Florida
-$77K -1,154 Closed
CFS
750
Community Financial System
New York
-$37K -560 Closed

GSK Hedge Fund Activity: Q3 2014 in Review

701 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in GSK (GSK) for Q3 2014, worth a combined $13.1B — down 14% from $15.2B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of GSK and 40 opened new positions — a net loss of 18 holders — while 217 trimmed existing stakes and 337 added.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $287M. The largest seller was Dodge & Cox, cutting an estimated $1.06B.

  • 701 institutional investors held GSK (GSK) as of Q3 2014, down from 722 in Q2 2014.
  • Funds reported $13.1B of GSK stock for Q3 2014, down 14% quarter-over-quarter.
  • 40 funds opened new GSK positions in Q3 2014 and 58 closed out, a net change of -18 holders.
  • The largest GSK buyer in Q3 2014 was Hotchkis & Wiley Capital Management, an estimated $287M added.
  • The largest GSK seller in Q3 2014 was Dodge & Cox, an estimated $1.06B sold.

Based on aggregated 13F filings for Q3 2014.