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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 %
WB
451
Webster Bank
Connecticut
$11.4M -$578K -3,225 -5%
HSA
452
Hussman Strategic Advisors
Maryland
$11.3M +$11.1M +61,714 +5,900%
TCOV
453
Trust Company of Vermont
Vermont
$11.2M +$271K +1,510 +2%
OI
454
Oakbrook Investments
Illinois
$11.2M -$26.5M -147,547 -70%
JIR
455
James Investment Research
Ohio
$11.2M -$7.72M -43,075 -41%
ANI
456
American National Insurance
Texas
$11.1M – – –
CIBC World Market
457
CIBC World Market
Ontario, Canada
$11.1M +$6.05M +33,716 +119%
MCM
458
McKinley Capital Management
Alaska
$11.1M +$7.16M +39,909 +184%
TIP
459
Torray Investment Partners
Maryland
$11M – – –
SC
460
Scotia Capital
Ontario, Canada
$11M -$487K -2,715 -4%
RG
461
Rathbones Group
United Kingdom
$11M +$686K +3,825 +7%
SIM
462
Sentry Investment Management
Wisconsin
$10.9M -$702K -3,917 -6%
PAM
463
Palisade Asset Management
Minnesota
$10.9M +$975K +5,439 +10%
RS
464
Robeco Schweiz
Switzerland
$10.9M +$1.93M +10,812 +22%
ST
465
Sabal Trust
Florida
$10.8M +$514K +2,867 +5%
SCM
466
Stux Capital Management
New York
$10.7M +$8.29M +46,233 +351%
JGUA
467
John G. Ullman & Associates
New York
$10.6M +$3.73M +20,779 +54%
KCM
468
Kanawha Capital Management
Virginia
$10.6M +$167K +931 +2%
AIM
469
abrdn Investment Management
United Kingdom
$10.6M -$207K -1,152 -2%
IHL
470
Investment House LLC
California
$10.6M -$769K -4,288 -7%
BC
471
Burney Company
Virginia
$10.5M +$117K +655 +1%
CLOS
472
Compagnie Lombard Odier SCmA
Switzerland
$10.4M +$10.4M +58,243 New
DADC
473
D.A. Davidson & Co
Montana
$10.4M +$2.41M +13,451 +30%
BA
474
Boston Advisors
Massachusetts
$10.4M -$2.92M -16,283 -22%
AAM
475
AR Asset Management
California
$10.4M -$375K -2,092 -3%
17 18
19
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