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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 %
LMGAM
526
Liberty Mutual Group Asset Management
Massachusetts
$8.78M -$2.89M -16,098 -25%
LBC
527
Lowe Brockenbrough & Co
Virginia
$8.74M -$252K -1,405 -3%
JC
528
Jacobs & Co
California
$8.68M +$159K +884 +2%
CPIM
529
Columbia Partners Investment Management
Virginia
$8.66M +$1.69M +9,404 +24%
Jones Financial Companies
530
Jones Financial Companies
Missouri
$8.62M -$2.06M -11,464 -19%
CCFCSB
531
Cape Cod Five Cents Savings Bank
Massachusetts
$8.55M -$2.87K -16 -0%
CCMD
532
Cypress Capital Management (Delaware)
Delaware
$8.54M -$386K -2,152 -4%
GLA
533
Great Lakes Advisors
Illinois
$8.46M -$4.85M -27,064 -36%
QAM
534
QCI Asset Management
New York
$8.45M +$493K +2,752 +6%
HCM
535
Horan Capital Management
Maryland
$8.44M +$8.44M +47,072 New
RJT
536
Raymond James Trust
Florida
$8.4M +$1.1M +6,136 +15%
SC
537
Sculptor Capital
New York
$8.37M -$33.2M -185,353 -80%
CIM
538
Calvert Investment Management
Maryland
$8.36M +$24.4K +136 +0.3%
1SB
539
1ST Source Bank
Indiana
$8.26M -$807K -4,503 -9%
BCM
540
BBT Capital Management
Texas
$8.24M +$5.3M +29,549 +180%
MA
541
Montag & Associates
Georgia
$8.23M -$1.14M -6,333 -12%
BFIC
542
Bedell Frazier Investment Counselling
California
$8.23M -$364K -2,030 -4%
SIPS
543
Shelter Insurance Profit Sharing
Missouri
$8.07M – – –
BSPF
544
British Steel Pension Fund
United Kingdom
$8.04M -$518K -2,891 -6%
Connor, Clark & Lunn Investment Management (CC&L)
545
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.96M +$7.64M +40,112 +2,379%
SAS
546
Spectrum Advisory Services
Georgia
$7.95M +$338K +1,883 +4%
CIC
547
Carnegie Investment Counsel
Ohio
$7.8M +$810K +4,514 +12%
GI
548
GAMCO Investors
Connecticut
$7.76M +$506K +2,824 +7%
RW
549
Rand Wealth
Maryland
$7.69M -$339K -1,892 -4%
FM
550
Foster & Motley
Ohio
$7.66M -$345K -1,924 -4%
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