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IBM
IBM

Overview Fund Activity

1,729 hedge funds and large institutions have $114B invested in IBM in 2014 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 536 increasing their positions, 911 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,729
Holders Change
-24
Holders Change %
-1.37%
% of All Funds
49.97%
Holding in Top 10
222
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-3.06%
% of All Funds
6.42%
New
80
Increased
536
Reduced
911
Closed
88
Calls
$2.29B
Puts
$2.34B
Net Calls
-$52.3M
Net Calls Change
+$125M

Top Buyers

1
GIM
Generation Investment Management
United Kingdom
+$147M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$136M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$110M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$83.5M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$72.6M

Top Sellers

1
State Street
State Street
Massachusetts
-$866M
2
BIT
BlackRock Institutional Trust
California
-$274M
3
Citigroup
Citigroup
New York
-$212M
4
Ameriprise
Ameriprise
Minnesota
-$187M
5
N
Natixis
France
-$159M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
601
Essex Financial Services
Connecticut
$6.38M -$697K -3,789 -10%
Northwestern Mutual Wealth Management
602
Northwestern Mutual Wealth Management
Wisconsin
$6.35M -$248K -1,348 -4%
BHIA
603
Birch Hill Investment Advisors
Massachusetts
$6.32M -$3.95M -21,463 -38%
DIA
604
Davidson Investment Advisors
Montana
$6.31M -$14K -76 -0.2%
JG
605
Jefferies Group
New York
$6.26M +$3.03M +16,471 +94%
FBB
606
Fulton Breakefield Broenniman
Maryland
$6.24M -$20.2K -110 -0.3%
RC
607
RBO & Co
California
$6.23M +$157K +855 +3%
WIM
608
Waverton Investment Management
United Kingdom
$6.21M -$121K -659 -2%
CB
609
Chemical Bank
Michigan
$6.19M -$516K -2,805 -8%
BA
610
Birinyi Associates
Connecticut
$6.19M -$38.5K -209 -0.6%
AIA
611
Avalon Investment & Advisory
Texas
$6.16M -$159K -865 -3%
WRM
612
Weybosset Research & Management
Rhode Island
$6.15M -$79.7K -433 -1%
VST
613
Van Strum & Towne
California
$6.1M +$10.5K +57 +0.2%
RMSCM
614
R.M. Sincerbeaux Capital Management
New York
$6.07M – – –
AF
615
Arrow Financial
New York
$6.07M -$1.04M -5,674 -15%
NFGCM
616
Norman Fields Gottscho Capital Management
New York
$6.06M -$178K -967 -3%
AAMU
617
AEGON Asset Management (UK)
United Kingdom
$6.04M -$3.13K -17 -0.1%
WTB
618
Washington Trust Bank
Washington
$6.03M +$6.03M +32,779 New
TC
619
Taylor Cottrill
New Hampshire
$6.03M -$146K -796 -2%
MPM
620
Meritage Portfolio Management
Kansas
$6.01M +$72.5K +394 +1%
FAAM
621
First Allied Asset Management
California
$5.99M +$5.67M +30,230 +1,764%
EAM
622
Eagle Asset Management
Florida
$5.98M -$91.1K -495 -2%
MIM
623
Marco Investment Management
Georgia
$5.94M -$202K -1,099 -3%
FB
624
Fulton Bank
Pennsylvania
$5.93M -$156K -846 -3%
LI
625
LMCG Investments
Massachusetts
$5.93M -$698K -3,791 -11%
23 24
25
26 27