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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 %
RBA
676
Richard Bernstein Advisors
New York
$5.15M +$1.25M +6,978 +32%
BST
677
Bath Savings Trust
Maine
$5.14M -$1.15M -6,395 -18%
BAM
678
Burnham Asset Management
New York
$5.12M -$9.5K -53 -0.2%
PCA
679
Private Capital Advisors
Connecticut
$5.11M -$47K -262 -0.9%
FHA
680
First Horizon Advisors
Tennessee
$5.1M +$1.02M +5,674 +25%
MJRIC
681
Mogy Joel R Investment Counsel
California
$5.1M -$2.08M -11,611 -29%
AB
682
Amalgamated Bank
New York
$5.08M -$49.1K -274 -1%
EAM
683
EULAV Asset Management
Florida
$5.06M +$188K +1,046 +4%
TWA
684
TCI Wealth Advisors
Arizona
$5.06M +$162K +903 +3%
CCMINC
685
Cardinal Capital Management Inc (North Carolina)
North Carolina
$5.04M +$49.1K +274 +1%
LA
686
Lynch & Associates
Indiana
$4.98M -$318K -1,773 -6%
SAMNY
687
Samsung Asset Management (New York)
New York
$4.97M +$4.33M +24,163 +679%
PWW
688
Pettyjohn Wood & White
Virginia
$4.96M -$258K -1,438 -5%
GW
689
GW & Wade
Massachusetts
$4.95M -$1.19M -6,651 -19%
DSC
690
Duncker Streett & Co
Missouri
$4.95M -$90K -502 -2%
GC
691
Grimes & Company
Massachusetts
$4.93M -$109K -605 -2%
CCM
692
Covington Capital Management
California
$4.91M -$903K -5,037 -16%
HBT
693
Hills Bank & Trust
Iowa
$4.91M +$29.9K +167 +0.6%
FCBT
694
First Citizens Bank & Trust
North Carolina
$4.91M -$20.7M -115,321 -81%
LIM
695
Leavell Investment Management
Alabama
$4.88M -$401K -2,237 -8%
WSC
696
Wellington Shields & Co
New York
$4.85M +$149K +831 +3%
NCM
697
Novare Capital Management
North Carolina
$4.84M +$1.38M +7,699 +40%
EA
698
Evanston Advisors
Illinois
$4.83M +$577K +3,220 +14%
HA
699
Halsey Associates
Connecticut
$4.83M -$32.8K -183 -0.7%
CIM
700
CenturyLink Investment Management
Colorado
$4.79M +$1.23M +6,844 +34%
26 27
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