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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
AAM
151
Auxier Asset Management
Oregon
$5.99M -$28.5K -440 -0.5%
MLL
152
Moody Lynn & Lieberson
Massachusetts
$5.91M -$44.2K -682 -0.8%
PIM
153
Perkins Investment Management
Illinois
$5.85M +$603K +9,300 +12%
ZA
154
Zweig Advisers
Connecticut
$5.71M +$5.55M +85,600 New
ISL
155
Ingalls & Snyder LLC
New York
$5.65M +$147K +2,264 +3%
GCC
156
Guardian Capital (Canada)
Ontario, Canada
$5.61M +$1.4M +21,651 +35%
GIM
157
Grassi Investment Management
California
$5.51M -$2.21M -34,101 -29%
Barclays
158
Barclays
United Kingdom
$5.48M -$1.89M -29,163 -26%
BFG
159
Beacon Financial Group
Texas
$5.46M +$424K +6,539 +9%
SCM
160
Stevens Capital Management
Pennsylvania
$5.43M +$3.04M +46,876 +136%
First Trust Advisors
161
First Trust Advisors
Illinois
$5.41M +$172K +2,654 +3%
BHWM
162
Bar Harbor Wealth Management
New Hampshire
$5.4M -$63.7K -983 -1%
CIM
163
Corda Investment Management
Texas
$5.37M -$72K -1,110 -1%
BHTS
164
Bar Harbor Trust Services
Maine
$5.34M +$4.8M +74,029 +1,226%
TAM
165
Trillium Asset Management
Massachusetts
$5.3M +$54.1K +834 +1%
WT
166
Wilmington Trust
Delaware
$5.03M -$11K -169 -0.2%
MWR
167
McAdams Wright Ragen
Washington
$5.01M -$17.5K -270 -0.4%
CIBC World Market
168
CIBC World Market
Ontario, Canada
$4.92M +$7.46K +115 +0.2%
Connor, Clark & Lunn Investment Management (CC&L)
169
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.83M -$176K -2,720 -4%
CAI
170
Capital Advisors Inc
Oklahoma
$4.79M +$525K +8,094 +13%
SI
171
Stephens Inc
Arkansas
$4.76M +$30.2K +465 +0.7%
NEAM
172
New England Asset Management
Connecticut
$4.74M -$25.9K -400 -0.6%
Commonwealth Equity Services
173
Commonwealth Equity Services
Massachusetts
$4.73M +$182K +2,813 +4%
TTWM
174
TCV Trust & Wealth Management
Virginia
$4.67M -$126K -1,941 -3%
CFSG
175
Community Financial Services Group
Vermont
$4.65M +$21K +324 +0.5%

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.