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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 %
DBT
651
Dubuque Bank & Trust
Iowa
$5.76M -$11.3K -63 -0.2%
FMT
652
First Mercantile Trust
Tennessee
$5.67M -$976K -5,441 -15%
PPCM
653
Pillar Pacific Capital Management
California
$5.63M +$74.6K +416 +1%
WF
654
WealthTrust Fairport
Ohio
$5.63M -$818K -4,560 -13%
SGK
655
Steigerwald Gordon & Koch
Virginia
$5.6M +$498K +2,799 +10%
HRIA
656
Haberer Registered Investment Advisor
Ohio
$5.58M -$1.41M -7,854 -20%
CIC
657
Cutler Investment Counsel
Oregon
$5.57M -$65.6K -366 -1%
FNFDCM
658
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.56M +$27.8K +155 +0.5%
III
659
Independent Investors Inc
New York
$5.54M +$431K +2,406 +8%
BCM
660
Birmingham Capital Management
Alabama
$5.53M +$74.6K +416 +1%
DnB Asset Management
661
DnB Asset Management
Norway
$5.51M -$2.49M -13,903 -31%
TF
662
Tompkins Financial
New York
$5.48M -$233K -1,299 -4%
SCM
663
Stonebridge Capital Management
California
$5.44M +$1.95M +10,849 +56%
CIA
664
Capital Investment Advisors
Georgia
$5.43M +$5.43M +30,260 New
DCM
665
Delta Capital Management
New Jersey
$5.4M -$107K -597 -2%
TFA
666
Toth Financial Advisory
Virginia
$5.37M +$495K +2,763 +10%
CA
667
Cornerstone Advisors
North Carolina
$5.37M +$2.06M +11,506 +62%
JWBC
668
J.W. Burns & Co
New York
$5.35M +$1.51M +8,425 +39%
CT
669
Cambridge Trust
Massachusetts
$5.33M -$335K -1,868 -6%
CCT
670
Country Club Trust
Missouri
$5.25M +$153K +852 +3%
ACM
671
Apex Capital Management
Ohio
$5.24M -$390K -2,177 -7%
OWD
672
Osborn Williams & Donohoe
Ohio
$5.19M +$463K +2,583 +10%
FCMC
673
Founders Capital Management (Connecticut)
Connecticut
$5.18M +$5.18M +28,911 New
SP
674
Sarasin & Partners
United Kingdom
$5.18M -$4.36M -24,328 -46%
DD
675
Dominick & Dominick
New York
$5.18M +$296K +1,653 +6%
25 26
27
28 29