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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 %
CCM
501
Cohen Capital Management
California
$9.71M +$533K +2,971 +6%
AAC
502
Asset Advisors Corp
Georgia
$9.69M -$264K -1,475 -3%
Voloridge Investment Management
503
Voloridge Investment Management
Florida
$9.64M +$9.64M +53,764 New
RC
504
RegentAtlantic Capital
New Jersey
$9.57M -$128K -715 -1%
WJA
505
Williams Jones & Associates
New York
$9.55M -$2.16M -12,048 -18%
JEW
506
Jamison Eaton & Wood
New Jersey
$9.53M +$65.1K +363 +0.7%
LC
507
Lourd Capital
California
$9.53M – – –
MIM
508
Montgomery Investment Management
Maryland
$9.41M -$5.62M -31,319 -37%
WSCM
509
Wellington Shields Capital Management
New York
$9.39M -$291K -1,623 -3%
CS
510
Central Securities
New York
$9.38M +$5.63M +31,380 +150%
APFBOT
511
Amica Pension Fund Board of Trustees
Rhode Island
$9.38M – – –
KIA
512
KCM Investment Advisors
California
$9.29M +$212K +1,184 +2%
AI
513
Ariel Investments
Illinois
$9.26M -$3.59K -20 -0%
BCM
514
Buckhead Capital Management
Georgia
$9.26M +$6.04M +33,672 +188%
CDH
515
Charles D. Hyman
$9.25M -$201K -1,123 -2%
11A
516
10-15 Associates
New York
$9.22M +$476K +2,656 +5%
BAC
517
Boys Arnold & Co
North Carolina
$9.03M +$186K +1,037 +2%
GMIM
518
General Motors Investment Management
New York
$8.97M +$178K +993 +2%
SIRP
519
Shelter Insurance Retirement Plan
Missouri
$8.97M – – –
Natixis Advisors
520
Natixis Advisors
Massachusetts
$8.96M -$1.33M -7,429 -13%
NPC
521
National Planning Corporation
California
$8.91M +$312K +1,741 +4%
OPCM
522
Osborne Partners Capital Management
California
$8.91M -$792K -4,419 -8%
HC
523
HHG & Company
Connecticut
$8.9M -$60.6K -338 -0.7%
PIM
524
Penobscot Investment Management
Massachusetts
$8.79M -$695K -3,875 -7%
PCM
525
Parsons Capital Management
Rhode Island
$8.79M -$155K -866 -2%
19 20
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