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722 hedge funds and large institutions have $15.2B invested in GSK in 2014 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 325 increasing their positions, 215 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 215

42% more call options, than puts

Call options by funds: $117M | Put options by funds: $82.4M

31% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 36

6% more capital invested

Capital invested by funds: $14.4B → $15.2B (+$803M)

1% more funds holding

Funds holding: 712722 (+10)

0.25% more ownership

Funds ownership: 4.43%4.67% (+0.25%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
722
Holders Change
+10
Holders Change %
+1.4%
% of All Funds
20.75%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.26%
New
47
Increased
325
Reduced
215
Closed
36
Calls
$117M
Puts
$82.4M
Net Calls
+$34.4M
Net Calls Change
-$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
151
Estabrook Capital Management
New York
$6.38M -$2.53M -37,392 -28%
Bank of Montreal
152
Bank of Montreal
Ontario, Canada
$6.38M -$1.33M -19,721 -17%
SI
153
Stephens Inc
Arkansas
$6.38M +$1.17M +17,284 +22%
Barclays
154
Barclays
United Kingdom
$6.33M +$583K +8,620 +10%
GIA
155
Gateway Investment Advisers
Ohio
$6.32M -$2.69M -39,744 -30%
SCM
156
Salem Capital Management
Massachusetts
$6.12M -$205K -3,036 -3%
TAM
157
Trillium Asset Management
Massachusetts
$5.96M +$287K +4,239 +5%
ISL
158
Ingalls & Snyder LLC
New York
$5.96M +$141K +2,088 +2%
MLL
159
Moody Lynn & Lieberson
Massachusetts
$5.94M -$9.88K -146 -0.2%
OAM
160
Oxford Asset Management
United Kingdom
$5.82M +$5.87M +86,727 New
AAM
161
Auxier Asset Management
Oregon
$5.81M -$29.8K -440 -0.5%
EIP
162
Epoch Investment Partners
New York
$5.79M +$281K +4,146 +5%
BFG
163
Beacon Financial Group
Texas
$5.78M +$298K +4,406 +5%
ZA
164
Zweig Advisers
Connecticut
$5.72M
STC
165
SEI Trust Company
Pennsylvania
$5.68M +$3.89M +57,520 +209%
GIM
166
Grassi Investment Management
California
$5.6M +$8.12K +120 +0.1%
BHTS
167
Bar Harbor Trust Services
Maine
$5.54M +$168K +2,477 +3%
BHWM
168
Bar Harbor Wealth Management
New Hampshire
$5.44M +$33.6K +496 +0.6%
CIM
169
Corda Investment Management
Texas
$5.4M +$34.3K +507 +0.6%
MPM
170
Meritage Portfolio Management
Kansas
$5.3M +$1.46M +21,524 +37%
CS
171
Credit Suisse
Switzerland
$5.19M -$97.9K -1,447 -2%
TTWM
172
TCV Trust & Wealth Management
Virginia
$5.11M +$228K +3,374 +5%
WCM
173
Wallace Capital Management
Texas
$5.03M +$351K +5,185 +7%
WT
174
Wilmington Trust
Delaware
$4.99M +$36.1K +534 +0.7%
Massachusetts Financial Services
175
Massachusetts Financial Services
Massachusetts
$4.99M -$977K -14,440 -16%

GSK Hedge Fund Activity: Q2 2014 in Review

722 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in GSK (GSK) for Q2 2014, worth a combined $15.2B — up 5.6% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new GSK positions and 36 closed out — a net gain of 11 holders — while 325 added to existing stakes and 215 trimmed.

The largest buyer was Allianz Asset Management, opening a new position worth an estimated $392M. The largest seller was Primecap Management, cutting an estimated $218M.

  • 722 institutional investors held GSK (GSK) as of Q2 2014, up from 712 in Q1 2014.
  • Funds reported $15.2B of GSK stock for Q2 2014, up 5.6% quarter-over-quarter.
  • 47 funds opened new GSK positions in Q2 2014 and 36 closed out, a net change of +11 holders.
  • The largest GSK buyer in Q2 2014 was Allianz Asset Management, an estimated $392M added.
  • The largest GSK seller in Q2 2014 was Primecap Management, an estimated $218M sold.

Based on aggregated 13F filings for Q2 2014.