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IBM
IBM

Overview Fund Activity

1,729 hedge funds and large institutions have $114B invested in IBM in 2014 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 536 increasing their positions, 911 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,729
Holders Change
-24
Holders Change %
-1.37%
% of All Funds
49.97%
Holding in Top 10
222
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-3.06%
% of All Funds
6.42%
New
80
Increased
536
Reduced
911
Closed
88
Calls
$2.29B
Puts
$2.34B
Net Calls
-$52.3M
Net Calls Change
+$125M

Top Buyers

1
GIM
Generation Investment Management
United Kingdom
+$147M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$136M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$110M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$83.5M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$72.6M

Top Sellers

1
State Street
State Street
Massachusetts
-$866M
2
BIT
BlackRock Institutional Trust
California
-$274M
3
Citigroup
Citigroup
New York
-$212M
4
Ameriprise
Ameriprise
Minnesota
-$187M
5
N
Natixis
France
-$159M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
476
Symons Capital Management
Pennsylvania
$10.1M +$10.1M +54,929 New
SIP
477
Stoneridge Investment Partners
Pennsylvania
$10.1M -$192K -1,046 -2%
MA
478
Montag & Associates
Georgia
$10M +$1.59M +8,614 +19%
CCM
479
Cohen Capital Management
California
$9.97M – – –
AAM
480
AR Asset Management
California
$9.91M -$770K -4,184 -7%
LC
481
Lourd Capital
California
$9.7M -$76.9K -418 -0.8%
AI
482
Ariel Investments
Illinois
$9.7M +$192K +1,046 +2%
KIA
483
KCM Investment Advisors
California
$9.64M +$110K +600 +1%
CS
484
Central Securities
New York
$9.63M – – –
DIA
485
Denver Investment Advisors
Colorado
$9.62M -$10.1M -54,618 -51%
PCM
486
Parsons Capital Management
Rhode Island
$9.61M +$592K +3,219 +7%
CONA
487
Capital One National Association
New York
$9.6M -$422K -2,293 -4%
MIM
488
Montgomery Investment Management
Maryland
$9.58M -$79.9K -434 -0.8%
BCM
489
Buckhead Capital Management
Georgia
$9.55M +$47.7K +259 +0.5%
11A
490
10-15 Associates
New York
$9.54M +$77.5K +421 +0.8%
AT
491
Acadia Trust
Maine
$9.52M +$8.06M +43,774 +548%
TCM
492
Twin Capital Management
Pennsylvania
$9.46M -$949K -5,157 -9%
PDN
493
Pensionfund DSM Netherlands
Netherlands
$9.45M -$938K -5,099 -9%
CDH
494
Charles D. Hyman
$9.45M -$42K -228 -0.4%
NPC
495
National Planning Corporation
California
$9.39M +$194K +1,048 +2%
WSCM
496
Wellington Shields Capital Management
New York
$9.3M -$335K -1,823 -3%
IA
497
Icon Advisers
Colorado
$9.23M -$2.66M -14,435 -22%
SIRP
498
Shelter Insurance Retirement Plan
Missouri
$9.2M – – –
CLOS
499
Compagnie Lombard Odier SCmA
Switzerland
$9.16M -$1.56M -8,460 -15%
RC
500
RegentAtlantic Capital
New Jersey
$9.13M -$688K -3,738 -7%
18 19
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