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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 %
CCMINC
676
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.96M -$215K -1,169 -4%
HA
677
Halsey Associates
Connecticut
$4.95M – – –
CGI
678
CI Global Investments
California
$4.95M -$52.3M -283,989 -91%
FTC
679
Farmers Trust Company
Ohio
$4.94M +$192K +1,043 +4%
WPIC
680
White Pine Investment Company
Michigan
$4.92M +$152K +827 +3%
ACM
681
Apex Capital Management
Ohio
$4.92M -$452K -2,455 -8%
GC
682
Grimes & Company
Massachusetts
$4.91M -$149K -808 -3%
ECM
683
Evergreen Capital Management
Washington
$4.9M +$2.02K +11 +0%
SHGA
684
Sand Hill Global Advisors
California
$4.88M +$182K +988 +4%
WTIM
685
Wilmington Trust Investment Management
Delaware
$4.88M +$1.37M +7,426 +39%
PIM
686
Profit Investment Management
Maryland
$4.83M – – –
CA
687
Callahan Advisors
Texas
$4.82M +$30.7K +167 +0.6%
AB
688
Amalgamated Bank
New York
$4.81M -$404K -2,198 -8%
ST
689
Spinnaker Trust
Maine
$4.81M -$1.52M -8,266 -24%
PSI
690
Pinnacle Summer Investments
Virginia
$4.78M +$234K +1,248 +5%
FCBT
691
First Citizens Bank & Trust
North Carolina
$4.77M -$265K -1,441 -5%
HJA
692
Hugh Johnson Advisors
New York
$4.76M -$52.1K -283 -1%
LIM
693
Leavell Investment Management
Alabama
$4.76M -$248K -1,349 -5%
HR
694
Howe & Rusling
New York
$4.75M +$2.61M +14,196 +122%
FNT
695
First National Trust
Pennsylvania
$4.74M -$165K -898 -3%
TWA
696
TCI Wealth Advisors
Arizona
$4.74M +$1.05M +8,026 +28%
NCM
697
Novare Capital Management
North Carolina
$4.7M -$262K -1,423 -5%
SC
698
Saybrook Capital
North Carolina
$4.69M – – –
IAM
699
Impax Asset Management
New Hampshire
$4.68M +$213K +1,157 +5%
CIM
700
CenturyLink Investment Management
Colorado
$4.67M -$243K -1,319 -5%
26 27
28
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