IBM icon

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 %
CK
551
Cohen Klingenstein
New York
$7.64M – – –
MCM
552
Maple Capital Management
Vermont
$7.62M +$163K +909 +2%
QI
553
Quotient Investors
New York
$7.61M +$1.09M +6,067 +17%
PL
554
Parthenon LLC
Kentucky
$7.56M – – –
HAIM
555
Hunter Associates Investment Management
Pennsylvania
$7.56M -$54.3K -303 -0.7%
WAM
556
Wallington Asset Management
Indiana
$7.56M +$174K +973 +2%
SSB
557
Sandy Spring Bank
Maryland
$7.49M -$824K -4,593 -10%
DCM
558
Dupont Capital Management
Delaware
$7.45M -$2.57M -14,333 -26%
OA
559
OFI Advisors
Pennsylvania
$7.43M +$1.13M +6,305 +18%
AMAL
560
Asset Management Advisors LLC
Oklahoma
$7.4M +$7.4M +41,258 New
GLRA
561
Gerald L. Ray & Associates
Texas
$7.4M -$85.4K -476 -1%
PP
562
Paloma Partners
Connecticut
$7.37M -$3.08M -17,182 -29%
KCA
563
KR Capital Advisors
New York
$7.34M +$7.34M +40,925 New
RJA
564
Robshaw & Julian Associates
New York
$7.34M +$493K +2,747 +7%
MCM
565
McRae Capital Management
New Jersey
$7.32M +$115K +642 +2%
LG
566
Leuthold Group
Minnesota
$7.24M -$117K -654 -2%
FWCM
567
Ferguson Wellman Capital Management
Oregon
$7.23M -$325K -1,812 -4%
FMBTD
568
First Midwest Bank Trust Division
Illinois
$7.2M -$2.7M -15,084 -27%
WDA
569
Wendell David Associates
New Hampshire
$7.2M -$2.85M -15,870 -28%
GHA
570
Garcia Hamilton & Associates
Texas
$7.18M -$2.68M -14,929 -27%
RIL
571
Rothschild Investment LLC
Illinois
$7.17M +$1.27M +7,086 +22%
AP
572
Appleton Partners
Massachusetts
$7.13M -$930K -5,186 -12%
CC
573
Colrain Capital
Massachusetts
$7.07M -$778K -4,341 -10%
MCM
574
Munder Capital Management
Michigan
$7.07M +$4.76M +26,521 +205%
CL
575
CFS LLC
Oklahoma
$7.04M -$27.1K -151 -0.4%
21 22
23
24 25