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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 %
SCM
401
Suffolk Capital Management
New York
$15.1M +$2.53M +14,089 +20%
JIC
402
Johnson Investment Counsel
Ohio
$15.1M -$500K -2,789 -3%
CTA
403
Chesley Taft & Associates
Illinois
$15.1M -$986K -5,498 -6%
AT
404
Arvest Trust
Oklahoma
$14.6M -$327K -1,822 -2%
BC
405
Bruce & Co
Illinois
$14.6M +$748K +4,184 +5%
LSV Asset Management
406
LSV Asset Management
Illinois
$14.6M +$1.55M +8,640 +12%
FDCC
407
Foster Dykema Cabot & Co
Massachusetts
$14.5M +$1.62M +9,015 +13%
Truist Financial
408
Truist Financial
North Carolina
$14.2M -$751K -4,187 -5%
ADEF
409
Adams Diversified Equity Fund
Maryland
$14.2M -$6.57M -36,610 -32%
V
410
Veritable
Delaware
$14.2M -$953K -5,315 -6%
FCAM
411
F&C Asset Management
United Kingdom
$14.1M +$460K +2,564 +3%
PA
412
Pinnacle Associates
New York
$14.1M +$593K +3,309 +4%
LCM
413
Logan Capital Management
Pennsylvania
$13.9M -$450K -2,510 -3%
FNBOO
414
First National Bank of Omaha
Nebraska
$13.9M -$447K -2,493 -3%
CFB
415
Cullen/Frost Bankers
Texas
$13.9M -$1.42M -7,903 -9%
SLI
416
Sumitomo Life Insurance
Japan
$13.9M -$854K -4,761 -6%
ALA
417
Atherton Lane Advisers
California
$13.8M -$2.9M -16,191 -17%
WTC
418
WhitTier Trust Company
Nevada
$13.8M +$1.01M +5,627 +8%
GJIC
419
Gamble Jones Investment Counsel
California
$13.6M +$298K +1,660 +2%
BUB
420
BBVA USA Bancshares
Texas
$13.6M -$290K -1,615 -2%
SMI
421
Shelter Mutual Insurance
Missouri
$13.6M – – –
SM
422
Stratton Management
Pennsylvania
$13.5M -$41.8K -233 -0.3%
NAM
423
North American Management
Massachusetts
$13.3M -$925K -5,158 -6%
RT
424
Rockland Trust
Massachusetts
$13.3M -$215K -1,201 -2%
ARMC
425
American Research & Management Company
Massachusetts
$13.3M -$8.43K -47 -0.1%
15 16
17
18 19