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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.

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
1
Fidelity Investments
Massachusetts
$2.31B
2
Grantham, Mayo, Van Otterloo & Co (GMO)
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.69B
3
Barclays
3
Barclays
United Kingdom
$446M
4
LBA
4
Letko, Brosseau & Associates
Quebec, Canada
$194M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$372M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.56B
2
O
2
OppenheimerFunds
New York
$0
3
Renaissance Technologies
3
Renaissance Technologies
New York
$120M
4
Deutsche Bank
4
Deutsche Bank
Germany
$497M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$153M
Name Market Value Shares Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$353M 1,968,475 +10,460 +0.5%
Fayez Sarofim & Co
52
Fayez Sarofim & Co
Texas
$345M 1,924,096 +1,924,096 New
Lazard Asset Management
53
Lazard Asset Management
New York
$340M 1,896,061 -61,863 -3%
JHIU
54
Janus Henderson Investors US
Colorado
$338M 1,886,377 +271,812 +17%
State Board of Administration of Florida Retirement System
55
State Board of Administration of Florida Retirement System
Florida
$326M 1,816,687 -35,957 -2%
MAA
56
Managed Account Advisors
New Jersey
$326M 1,815,552 -262,636 -13%
HSBC Holdings
57
HSBC Holdings
United Kingdom
$306M 1,706,883 -2,705 -0.2%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$304M 1,696,128 +157,525 +10%
APG Asset Management
59
APG Asset Management
Netherlands
$292M 1,630,809 -62,682 -4%
PPA
60
Parametric Portfolio Associates
Washington
$291M 1,621,928 -98,291 -6%
Adage Capital Partners
61
Adage Capital Partners
Massachusetts
$290M 1,615,746 +24,058 +2%
Allianz Asset Management
62
Allianz Asset Management
Germany
$285M 1,589,073 +293,638 +23%
MTB
63
Mizuho Trust & Banking
Japan
$281M 1,567,576 +44,137 +3%
RCG
64
Ruane, Cunniff & Goldfarb
New York
$278M 1,549,727 -22,592 -1%
Canada Pension Plan Investment Board
65
Canada Pension Plan Investment Board
Ontario, Canada
$276M 1,536,592 +105,229 +7%
Invesco
66
Invesco
Georgia
$274M 1,529,971 -139,489 -8%
Sanders Capital
67
Sanders Capital
Florida
$273M 1,520,829 +52,614 +4%
Hotchkis & Wiley Capital Management
68
Hotchkis & Wiley Capital Management
California
$262M 1,459,648 +388,772 +36%
RL
69
Ruffer LLP
United Kingdom
$260M 1,452,911 +70,294 +5%
Swiss National Bank
70
Swiss National Bank
Switzerland
$260M 1,449,104 -87,655 -6%
Principal Financial Group
71
Principal Financial Group
Iowa
$248M 1,385,000 -51,958 -4%
RFC
72
Russell Frank Company
Washington
$243M 1,361,627 -112,044 -8%
Lord, Abbett & Co
73
Lord, Abbett & Co
New Jersey
$232M 1,292,466 +132,211 +11%
AWM
74
Ashmore Wealth Management
Delaware
$225M 1,255,200 +209,200 +20%
BJ
75
BlackRock Japan
Japan
$224M 1,251,357 -56,247 -4%
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