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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 %
WHG
576
Westwood Holdings Group
Texas
$7.03M +$515K +2,872 +8%
NSAM
577
North Star Asset Management
Wisconsin
$7.01M -$254K -1,419 -4%
GIM
578
Greystone Investment Management
Ohio
$7.01M +$1.04M +5,790 +17%
WP
579
WMS Partners
Maryland
$6.99M +$282K +1,574 +4%
DC
580
Davenport & Co
Virginia
$6.97M +$18.5K +103 +0.3%
GIM
581
Groesbeck Investment Management
New Jersey
$6.94M -$348K -1,943 -5%
AF
582
Arrow Financial
New York
$6.93M +$9.33K +52 +0.1%
HFS
583
Haverford Financial Services
Pennsylvania
$6.93M +$359K +2,003 +5%
CAN
584
Cetera Advisor Networks
California
$6.91M -$18.7K -104 -0.3%
PFSC
585
Peoples Financial Services Corp
Pennsylvania
$6.9M +$6.9M +38,475 New
EFS
586
Essex Financial Services
Connecticut
$6.9M -$1.07M -5,963 -13%
DG
587
Davidson & Garrard
Virginia
$6.87M -$41.6K -232 -0.6%
MBTD
588
Mechanics Bank - Trust Department
California
$6.85M -$126K -703 -2%
DCLA
589
Douglas C. Lane & Associates
New York
$6.82M +$208K +1,159 +3%
DR
590
Davis Rea
Ontario, Canada
$6.8M +$4.07M +22,698 +149%
KRSITF
591
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$6.78M -$101K -565 -1%
ISL
592
Ingalls & Snyder LLC
New York
$6.77M +$71.2K +397 +1%
NIM
593
Northeast Investment Management
Massachusetts
$6.76M -$4.63M -25,799 -41%
SYBT
594
Stock Yards Bank & Trust
Kentucky
$6.74M -$6.77M -37,753 -50%
VC
595
Vestor Capital
Illinois
$6.69M -$69K -385 -1%
M
596
MOTCO
Texas
$6.68M +$226K +1,261 +4%
CG
597
Colony Group
Massachusetts
$6.68M +$250K +1,392 +4%
BFO
598
Boston Family Office
Massachusetts
$6.65M -$73.2K -408 -1%
FM
599
Family Management
New York
$6.63M – – –
SIC
600
Salem Investment Counselors
North Carolina
$6.57M -$675K -3,764 -9%
22 23
24
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