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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 %
RFS
326
Rockefeller Financial Services
New York
$22.8M +$4.39M +24,458 +24%
BAM
327
Barrett Asset Management
New York
$22.5M -$3.84M -21,395 -15%
WPC
328
Waters Parkerson & Co
Louisiana
$22.3M +$385K +2,149 +2%
Capstone Investment Advisors
329
Capstone Investment Advisors
New York
$22.2M -$9.64M -53,734 -30%
AWCI
330
Alpine Woods Capital Investors
New York
$22.1M -$98.4K -549 -0.4%
PP
331
Palladium Partners
Virginia
$22.1M -$616K -3,434 -3%
CFS
332
Community Financial System
New York
$21.8M -$40.9K -228 -0.2%
Federated Hermes
333
Federated Hermes
Pennsylvania
$21.7M -$9.7M -54,098 -31%
CIBC Asset Management
334
CIBC Asset Management
Ontario, Canada
$21.4M -$2.21M -12,334 -9%
PGFC
335
Peapack-Gladstone Financial Corp
New Jersey
$21.2M -$5.93M -33,042 -22%
AR
336
Advisory Research
Illinois
$21.2M +$292K +1,627 +1%
DIA
337
Dana Investment Advisors
Wisconsin
$21.1M +$991K +5,528 +5%
HIMC
338
Heritage Investors Management Corp
Maryland
$21.1M +$617K +3,440 +3%
MSU
339
Mizuho Securities USA
New York
$21.1M -$7.34M -40,937 -26%
B
340
BP
United Kingdom
$21M +$2.25M +12,552 +12%
NPIT
341
National Penn Investors Trust
Pennsylvania
$20.9M -$59.9K -334 -0.3%
JVBC
342
J.V. Bruni & Co
Colorado
$20.6M +$30.1K +168 +0.1%
Robeco Institutional Asset Management
343
Robeco Institutional Asset Management
Netherlands
$20.5M +$2.57M +14,357 +14%
H
344
Hexavest
Quebec, Canada
$20.4M -$122K -680 -0.6%
Thrivent Financial for Lutherans
345
Thrivent Financial for Lutherans
Minnesota
$20.3M +$2.01M +11,183 +11%
GE
346
General Electric
Ohio
$20.2M -$57.5M -320,757 -74%
GIA
347
Guyasuta Investment Advisors
Pennsylvania
$20.2M -$477K -2,659 -2%
CCM
348
Cadence Capital Management
Massachusetts
$20.1M -$3.13M -17,428 -13%
Calamos Advisors
349
Calamos Advisors
Illinois
$20.1M – – –
FFA
350
First Foundation Advisors
California
$20M +$414K +2,308 +2%
12 13
14
15 16