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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 %
BRCM
601
Bright Rock Capital Management
Massachusetts
$6.57M +$563K +3,138 +9%
MERSOM
602
Municipal Employees' Retirement System of Michigan
Michigan
$6.55M – – –
CB
603
Chemical Bank
Michigan
$6.54M -$313K -1,747 -5%
SFG
604
Sather Financial Group
Texas
$6.53M +$1.76M +9,797 +37%
CCM
605
Catawba Capital Management
Virginia
$6.52M -$145K -810 -2%
ST
606
Stifel Trust
Missouri
$6.51M -$248K -1,385 -4%
VWM
607
Valley Wealth Managers
New Jersey
$6.48M +$124K +691 +2%
CANC
608
Culbertson A N & Co
Virginia
$6.46M -$111K -617 -2%
DY
609
Dowling & Yahnke
California
$6.46M +$127K +710 +2%
LI
610
LMCG Investments
Massachusetts
$6.46M -$1.11M -6,185 -15%
Northwestern Mutual Wealth Management
611
Northwestern Mutual Wealth Management
Wisconsin
$6.43M +$230K +1,284 +4%
ATC
612
Argent Trust Company
Louisiana
$6.39M -$769K -4,287 -11%
KA
613
Kerrisdale Advisers
Florida
$6.36M +$6.36M +35,769 New
AC
614
Allstate Corporation
Illinois
$6.35M +$1.68M +9,367 +36%
AC
615
AFAM Capital
Texas
$6.35M +$38.9K +217 +0.6%
Daiwa Securities Group
616
Daiwa Securities Group
Japan
$6.28M -$1.29M -7,217 -17%
DCMA
617
Daiwa Capital Markets America
New York
$6.28M +$6.28M +35,041 New
GA
618
Geneva Advisors
Illinois
$6.23M -$422K -2,356 -6%
NIA
619
Northstar Investment Advisors
Colorado
$6.2M +$302K +1,682 +5%
WIM
620
Waverton Investment Management
United Kingdom
$6.17M -$113K -628 -2%
DIA
621
Davidson Investment Advisors
Montana
$6.17M +$941K +5,249 +18%
ST
622
Spinnaker Trust
Maine
$6.16M -$145K -806 -2%
AIA
623
Avalon Investment & Advisory
Texas
$6.16M -$109K -610 -2%
TAM
624
Trillium Asset Management
Massachusetts
$6.12M -$5.74M -32,036 -48%
PA
625
Profund Advisors
Maryland
$6.12M +$560K +3,122 +10%
23 24
25
26 27