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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 %
FBNAT
426
FirstMerit Bank N.A. Trustee
Ohio
$13.1M -$1.47M -8,214 -10%
GL
427
Globe Life
Texas
$13.1M – – –
MBI
428
Montrusco Bolton Investments
Quebec, Canada
$13M +$7.02M +39,145 +117%
ZAM
429
Zevin Asset Management
Massachusetts
$12.9M -$144K -802 -1%
CCC
430
Chelsea Counsel Company
California
$12.9M -$4.14M -23,065 -24%
ACM
431
Academy Capital Management
Texas
$12.8M +$36.6K +204 +0.3%
Walleye Trading
432
Walleye Trading
New York
$12.6M +$2.41M +13,430 +24%
BSA
433
Braun Stacey Associates
New York
$12.6M -$2.16M -12,040 -15%
SBCM
434
Schwerin Boyle Capital Management
Massachusetts
$12.6M +$235K +1,308 +2%
ABC
435
Associated Banc-Corp
Wisconsin
$12.5M -$158K -882 -1%
MCM
436
Murphy Capital Management
New Jersey
$12.5M -$336K -1,875 -3%
EB
437
Eastern Bank
Massachusetts
$12.3M +$9.24M +51,521 +299%
FCI
438
Financial Counselors Inc
Kansas
$12.3M +$1.77M +9,847 +17%
GT
439
Greenleaf Trust
Michigan
$12.3M +$1.05M +5,868 +9%
ORI
440
Oak Ridge Investments
Illinois
$12.2M -$592K -3,299 -5%
MCM
441
MAI Capital Management
Ohio
$12.1M +$637K +3,555 +6%
RMA
442
Roffman Miller Associates
Pennsylvania
$12M +$404K +2,254 +3%
KCM
443
Kempner Capital Management
Texas
$12M -$328K -1,831 -3%
CIC
444
Crawford Investment Counsel
Georgia
$11.9M -$26.5K -148 -0.2%
LTFS
445
Ladenburg Thalmann Financial Services
Florida
$11.9M -$603K -3,363 -5%
Cambridge Investment Research Advisors
446
Cambridge Investment Research Advisors
Iowa
$11.9M +$689K +3,845 +6%
PI
447
Placemark Investments
Illinois
$11.7M -$1.99M -11,085 -15%
IA
448
Icon Advisers
Colorado
$11.6M -$1.14M -6,380 -9%
BIC
449
Bridges Investment Counsel
Nebraska
$11.5M -$190K -1,057 -2%
WBG
450
Wharton Business Group
Pennsylvania
$11.4M -$220K -1,226 -2%
16 17
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