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IBM
IBM

Overview Fund Activity

1,729 hedge funds and large institutions have $114B invested in IBM in 2014 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 536 increasing their positions, 911 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,729
Holders Change
-24
Holders Change %
-1.37%
% of All Funds
49.97%
Holding in Top 10
222
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-3.06%
% of All Funds
6.42%
New
80
Increased
536
Reduced
911
Closed
88
Calls
$2.29B
Puts
$2.34B
Net Calls
-$52.3M
Net Calls Change
+$125M

Top Buyers

1
GIM
Generation Investment Management
United Kingdom
$147M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
$137M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.84B
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$279M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$386M

Top Sellers

1
State Street
State Street
Massachusetts
$10.5B
2
BIT
BlackRock Institutional Trust
California
$4.88B
3
Citigroup
Citigroup
New York
$253M
4
Ameriprise
Ameriprise
Minnesota
$441M
5
N
Natixis
France
$29.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCT
301
TIAA CREF Trust
Missouri
$25.7M -$3.57M -19,423 -12%
DILH
302
Dai-ichi Life Holdings
Japan
$25.4M -$605K -3,288 -2%
Jacobs Levy Equity Management
303
Jacobs Levy Equity Management
New Jersey
$25.2M +$58.3K +317 +0.2%
BFS
304
Bradley Foster & Sargent
Connecticut
$25.2M +$1.28M +6,947 +5%
Dodge & Cox
305
Dodge & Cox
California
$25.1M -$615K -3,344 -2%
NMERB
306
New Mexico Educational Retirement Board
New Mexico
$24.8M +$24.8M +134,669 New
GIM
307
Greylin Investment Management
Virginia
$24.4M +$4.94M +26,828 +25%
WSFS
308
Wilmington Savings Fund Society
Delaware
$24.2M -$1.69M -9,196 -7%
LWCFA
309
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24.1M -$6.43M -34,927 -21%
CI
310
Conning Inc
Connecticut
$24.1M +$437K +2,376 +2%
LCS
311
Levin Capital Strategies
New York
$23.8M -$12.7M -69,094 -35%
OA
312
Oak Associates
Ohio
$23.7M -$7.38M -40,113 -24%
PI
313
PGGM Investments
Netherlands
$23.5M -$19.3M -104,758 -45%
ACM
314
Azimuth Capital Management
Michigan
$23.5M -$2.09M -11,372 -8%
MI
315
Markston International
New York
$23.5M -$19.1K -104 -0.1%
FWIA
316
Fort Washington Investment Advisors
Ohio
$23.3M -$6.44M -34,985 -22%
UCFA
317
United Capital Financial Advisors
Texas
$23M +$4.15M +22,540 +22%
DADC
318
D.A. Davidson & Co
Montana
$22.9M +$12.2M +66,450 +114%
CAM
319
Capstone Asset Management
Texas
$22.9M -$2.54M -13,780 -10%
RFS
320
Rockefeller Financial Services
New York
$22.8M -$579K -3,145 -2%
WPC
321
Waters Parkerson & Co
Louisiana
$22.7M -$160K -867 -0.7%
AWCI
322
Alpine Woods Capital Investors
New York
$22.7M -$14.4K -78 -0.1%
Federated Hermes
323
Federated Hermes
Pennsylvania
$22.7M +$399K +2,170 +2%
HIMC
324
Heritage Investors Management Corp
Maryland
$22.6M +$957K +5,203 +4%
MOACM
325
Mutual of America Capital Management
New York
$22.6M -$774K -4,206 -3%
11 12
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