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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 %
Fiera Capital (Canada)
476
Fiera Capital (Canada)
Quebec, Canada
$10.4M +$3.47M +19,333 +50%
LDB
477
Lee, Danner & Bass
Tennessee
$10.3M -$309K -1,722 -3%
CF
478
CNA Financial
Illinois
$10.3M +$6.43M +35,874 +166%
TTWM
479
TCV Trust & Wealth Management
Virginia
$10.3M -$15.4K -86 -0.2%
PRA
480
Parametric Risk Advisors
Connecticut
$10.2M +$5.13M +28,603 +101%
B
481
Barings
North Carolina
$10.2M -$2.16M -12,050 -17%
MME
482
Meag Munich Ergo
Germany
$10.2M -$2.45M -13,744 -19%
BPC
483
Banque Pictet & Cie
Switzerland
$10.2M +$10.2M +56,646 New
TCM
484
Twin Capital Management
Pennsylvania
$10.1M -$1.1M -6,161 -10%
PDN
485
Pensionfund DSM Netherlands
Netherlands
$10.1M +$1.11M +6,172 +12%
CAM
486
Centre Asset Management
New York
$10.1M -$501K -2,793 -5%
EWM
487
Evercore Wealth Management
New York
$10.1M -$922K -5,138 -8%
TCM
488
Tufton Capital Management
Maryland
$10.1M -$20.6K -115 -0.2%
AIP
489
Ameritas Investment Partners
Nebraska
$10.1M +$854K +4,761 +9%
MWR
490
McAdams Wright Ragen
Washington
$10.1M +$2.14M +11,939 +27%
MIM
491
Martin Investment Management
Florida
$10M +$540K +3,012 +6%
SIP
492
Stoneridge Investment Partners
Pennsylvania
$10M +$306K +1,705 +3%
BHIA
493
Birch Hill Investment Advisors
Massachusetts
$10M -$1.02M -5,667 -9%
MIH
494
Madison Investment Holdings
Wisconsin
$9.97M -$12.1M -67,232 -55%
CGT
495
Capital Guardian Trust
California
$9.95M +$387K +2,158 +4%
NLGIA
496
Nippon Life Global Investors Americas
New York
$9.87M -$395K -2,204 -4%
TAM
497
Taurus Asset Management
New York
$9.84M +$2.13M +11,851 +28%
CONA
498
Capital One National Association
New York
$9.77M -$2.33M -12,983 -19%
CAM
499
Carret Asset Management
New York
$9.77M -$727K -4,054 -7%
NLI
500
Nippon Life Insurance
Japan
$9.75M -$503K -2,804 -5%
18 19
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