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IBM
IBM

Overview Fund Activity

1,753 hedge funds and large institutions have $116B invested in IBM in 2013 Q4 according to their latest regulatory filings, with 197 funds opening new positions, 566 increasing their positions, 826 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,753
Holders Change
+88
Holders Change %
+5.29%
% of All Funds
50.91%
Holding in Top 10
229
Holding in Top 10 Change
-55
Holding in Top 10 Change %
-19.37%
% of All Funds
6.65%
New
197
Increased
566
Reduced
826
Closed
86
Calls
$2.06B
Puts
$2.24B
Net Calls
-$177M
Net Calls Change
-$107M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.31B
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.69B
3
Barclays
Barclays
United Kingdom
$446M
4
LBA
Letko, Brosseau & Associates
Quebec, Canada
$194M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$372M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.56B
2
O
OppenheimerFunds
New York
$0
3
Renaissance Technologies
Renaissance Technologies
New York
$120M
4
Deutsche Bank
Deutsche Bank
Germany
$497M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
SRIM
251
Saratoga Research & Investment Management
California
$35.7M +$3.13M +17,455 +10%
LCS
252
Levin Capital Strategies
New York
$35.5M -$72.6K -405 -0.2%
SMDAM
253
Sumitomo Mitsui DS Asset Management
Japan
$35.5M -$585K -3,260 -2%
PTC
254
Philadelphia Trust Company
Pennsylvania
$35.4M +$3.69M +20,601 +12%
URS
255
Utah Retirement Systems
Utah
$34.8M -$37.5K -209 -0.1%
PWLP
256
Prio Wealth Limited Partnership
Massachusetts
$34.7M -$1.25M -6,970 -3%
SAM
257
Silvercrest Asset Management
New York
$34.7M -$4.54M -25,324 -12%
RJA
258
Raymond James & Associates
Florida
$34.1M -$725K -4,042 -2%
AAM
259
Aberdeen Asset Management
United Kingdom
$33.6M – – –
HCM
260
Highbridge Capital Management
New York
$33.4M -$590K -3,291 -2%
PNC
261
Park National Corp
Ohio
$33.1M +$413K +2,305 +1%
BHWM
262
Bar Harbor Wealth Management
New Hampshire
$33M -$853K -4,759 -3%
Parnassus Investments
263
Parnassus Investments
California
$32.8M +$32.8M +183,050 New
TAM
264
Tocqueville Asset Management
New York
$32.8M +$2.74M +15,274 +9%
MAM
265
Martingale Asset Management
Massachusetts
$32.2M -$6.72M -37,459 -17%
DWA
266
Douglass Winthrop Advisors
New York
$32.1M +$3.46M +19,294 +12%
CFC
267
Cincinnati Financial Corp
Ohio
$31.9M – – –
TRSOTSOK
268
Teachers Retirement System of the State of Kentucky
Kentucky
$31.5M -$21.6M -120,709 -41%
BA
269
Bridgewater Associates
Connecticut
$31.5M +$8.38M +46,756 +36%
CSIC
270
Clifford Swan Investment Counsel
California
$31.1M +$292K +1,629 +0.9%
NSLI
271
Nan Shan Life Insurance
Taiwan
$30.5M – – –
Mackenzie Financial
272
Mackenzie Financial
Ontario, Canada
$30.5M -$43.8M -244,364 -59%
William Blair & Company
273
William Blair & Company
Illinois
$30.4M +$421K +2,350 +1%
Asset Management One
274
Asset Management One
Japan
$30.3M -$6.21M -34,948 -17%
OA
275
Oak Associates
Ohio
$30.3M +$30.3M +169,006 New
9 10
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