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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 %
FNT
701
First National Trust
Pennsylvania
$4.78M +$26.5K +148 +0.6%
B
702
Bailard
California
$4.78M -$565K -3,151 -11%
ECM
703
Evergreen Capital Management
Washington
$4.78M +$12.2K +68 +0.3%
ACP
704
Aviance Capital Partners
Florida
$4.74M -$269K -1,502 -5%
GF
705
Goodman Financial
Texas
$4.74M -$51.1K -285 -1%
PIM
706
Profit Investment Management
Maryland
$4.7M – – –
HJA
707
Hugh Johnson Advisors
New York
$4.69M -$49.3K -275 -1%
CA
708
Callahan Advisors
Texas
$4.67M +$138K +771 +3%
IMOV
709
Investment Management of Virginia
Virginia
$4.66M +$148K +823 +3%
WPIC
710
White Pine Investment Company
Michigan
$4.65M +$126K +700 +3%
FTC
711
Farmers Trust Company
Ohio
$4.63M +$1.08K +6 +0%
PAM
712
PartnerRe Asset Management
Connecticut
$4.61M -$314K -1,751 -6%
OMC
713
Overbrook Management Corp
New York
$4.59M -$1.22M -6,820 -21%
SHGA
714
Sand Hill Global Advisors
California
$4.58M -$1.04M -5,800 -19%
SC
715
Saybrook Capital
North Carolina
$4.57M -$31.4K -175 -0.7%
GIM
716
Gyrus Investment Management
Ontario, Canada
$4.57M -$4M -20,978 -47%
ST
717
Semper Trust
Pennsylvania
$4.56M -$27.3K -152 -0.6%
MG
718
Markel Group
Virginia
$4.54M +$769K +4,288 +20%
JFGIW
719
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.52M -$666K -3,714 -13%
CWM
720
Cabot Wealth Management
Massachusetts
$4.51M -$136K -756 -3%
LS
721
Livforsakringsbolaget Skandia
Sweden
$4.5M +$338K +1,883 +8%
KWMG
722
King Wealth Management Group
Florida
$4.5M +$130K +724 +3%
BMC
723
Benin Management Corp
Connecticut
$4.5M -$328K -1,830 -7%
MCC
724
Mid Continent Capital
Illinois
$4.48M -$1.71M -9,529 -28%
GIP
725
Granite Investment Partners
California
$4.46M -$47K -262 -1%
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