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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 %
GHA
351
GW Henssler & Associates
Georgia
$19M +$1.17M +6,362 +7%
SF
352
Synovus Financial
Georgia
$18.9M -$904K -4,911 -5%
ZIC
353
ZWJ Investment Counsel
Georgia
$18.9M +$1.94M +10,528 +11%
William Blair & Company
354
William Blair & Company
Illinois
$18.3M -$12.9M -69,936 -41%
TBA
355
Tower Bridge Advisors
Pennsylvania
$18.3M +$831K +4,513 +5%
BC
356
Bruce & Co
Illinois
$17.9M +$2.89M +15,690 +19%
Mackenzie Financial
357
Mackenzie Financial
Ontario, Canada
$17.8M -$13.5M -73,134 -43%
BPBT
358
Boston Private Bank & Trust
Massachusetts
$17.6M -$6.27M -34,075 -26%
NRS
359
Neville Rodie & Shaw
New York
$17.6M -$2.3M -12,476 -12%
BCM
360
Beddow Capital Management
Wyoming
$17.5M +$1.94M +10,549 +12%
GE
361
General Electric
Ohio
$17.3M -$3.44M -18,694 -17%
BOK
362
Bank of Kentucky
Kentucky
$17.2M -$88.3K -480 -0.5%
DIA
363
Dana Investment Advisors
Wisconsin
$17M -$4.73M -25,710 -22%
SAM
364
Securian Asset Management
Minnesota
$16.9M -$698K -3,793 -4%
AC
365
Allstate Corporation
Illinois
$16.7M +$10.2M +55,186 +156%
VDBMI
366
Van Den Berg Management I
Texas
$16.7M +$15.4M +83,842 +1,245%
Creative Planning
367
Creative Planning
Kansas
$16.6M -$1.49M -8,112 -8%
AF
368
Ally Financial
Michigan
$16.4M – – –
PSUF
369
People's United Financial
Connecticut
$16.3M -$1.95M -10,571 -11%
RMDI
370
R.M. Davis Inc
Maine
$16.3M +$28.3K +154 +0.2%
OSAM
371
O'Shaughnessy Asset Management
Connecticut
$16.2M +$15.3M +83,448 +1,720%
PAM
372
Private Asset Management
California
$16.1M +$601K +3,264 +4%
BAM
373
Barrett Asset Management
New York
$16.1M -$6.97M -37,897 -30%
DC
374
Deere & Company
Illinois
$16.1M -$2.73M -14,839 -14%
FNB
375
First Niagara Bank
New York
$16M -$856K -4,654 -5%
13 14
15
16 17