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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
+$360M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$257M
3
Barclays
Barclays
United Kingdom
+$195M
4
LBA
Letko, Brosseau & Associates
Quebec, Canada
+$194M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$135M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$621M
2
O
OppenheimerFunds
New York
-$433M
3
Renaissance Technologies
Renaissance Technologies
New York
-$412M
4
Deutsche Bank
Deutsche Bank
Germany
-$347M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$287M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBH
376
Segall Bryant & Hamill
Illinois
$16.4M -$87.3K -487 -0.5%
FNB
377
First Niagara Bank
New York
$16.4M -$128K -712 -0.8%
AMI
378
Amica Mutual Insurance
Rhode Island
$16.3M – – –
CEP
379
Chicago Equity Partners
Illinois
$16.2M -$34.5M -192,391 -68%
CCT
380
Chemung Canal Trust
New York
$16M -$5.92K -33 -0%
AF
381
Ally Financial
Michigan
$15.9M +$938K +5,230 +6%
MMH
382
Menora Mivtachim Holdings
Israel
$15.9M -$18.7K -104 -0.1%
RMDI
383
R.M. Davis Inc
Maine
$15.8M -$211K -1,177 -1%
KRS
384
Kentucky Retirement Systems
Kentucky
$15.8M -$236K -1,316 -1%
BFM
385
Boston Financial Management
Massachusetts
$15.6M -$3.67M -20,493 -19%
GI
386
GLG Inc
New York
$15.6M +$1.88M +10,460 +14%
JMH
387
J.M. Hartwell
New York
$15.6M -$3.54M -19,758 -19%
CIC
388
Canal Insurance Company
South Carolina
$15.6M – – –
WTNA
389
Wilmington Trust National Association
Delaware
$15.5M +$858K +4,784 +6%
BG
390
Bollard Group
Massachusetts
$15.5M +$7.68M +42,804 +98%
RNS
391
Robert N. Shapiro
$15.5M +$4.52M +25,188 +41%
RCAMU
392
Rothschild & Co Asset Management US
Connecticut
$15.5M -$22.9M -127,775 -60%
SPC
393
Stewart & Patten Company
California
$15.5M -$114K -638 -0.7%
LSERS
394
Louisiana State Employees Retirement System
Louisiana
$15.4M +$15.4M +85,981 New
DP
395
Dearborn Partners
Illinois
$15.4M +$1.24M +6,896 +9%
BBA
396
BLB&B Advisors
Pennsylvania
$15.3M -$330K -1,842 -2%
BCM
397
Beddow Capital Management
Wyoming
$15.2M +$2.23M +12,450 +17%
SAM
398
Sawgrass Asset Management
Florida
$15.2M -$15.1M -84,229 -50%
PAM
399
Private Asset Management
California
$15.1M +$2.61M +14,550 +21%
BF
400
BOK Financial
Oklahoma
$15.1M +$487K +2,715 +3%
14 15
16
17 18