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IBM
IBM

Overview Fund Activity

1,705 hedge funds and large institutions have $109B invested in IBM in 2014 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 576 increasing their positions, 813 reducing their positions, and 67 closing their positions.

Holders
1,705
Holders Change
-20
Holders Change %
-1.16%
% of All Funds
49.51%
Holding in Top 10
175
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+5.42%
% of All Funds
5.08%
New
65
Increased
576
Reduced
813
Closed
67
Calls
$1.78B
Puts
$1.88B
Net Calls
-$99.9M
Net Calls Change
+$344M

Top Buyers

1
DSA
1
Davis Selected Advisers
Arizona
$454M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.67B
3
FFH
3
Fairfax Financial Holdings
Ontario, Canada
$203M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$253M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.43B

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$1.49B
2
Grantham, Mayo, Van Otterloo & Co (GMO)
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.15B
3
Renaissance Technologies
3
Renaissance Technologies
New York
$8.5M
4
Northern Trust
4
Northern Trust
Illinois
$2.56B
5
Franklin Resources
5
Franklin Resources
California
$743M
Name Holding Trade Value Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$332M +$3.51M +19,365 +1%
Fayez Sarofim & Co
52
Fayez Sarofim & Co
Texas
$320M -$7.92M -43,719 -2%
Citigroup
53
Citigroup
New York
$311M -$20.5M -112,884 -6%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$311M -$10.7M -58,949 -3%
PP
55
Prudential plc
United Kingdom
$311M +$17.9M +98,375 +6%
Hotchkis & Wiley Capital Management
56
Hotchkis & Wiley Capital Management
California
$307M -$7.12M -39,240 -2%
MAA
57
Managed Account Advisors
New Jersey
$295M +$14.6M +80,428 +5%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$291M +$77.3M +426,147 +36%
Allianz Asset Management
59
Allianz Asset Management
Germany
$287M -$19.8M -109,183 -6%
PPA
60
Parametric Portfolio Associates
Washington
$286M +$7.95M +43,830 +3%
Schroder Investment Management Group
61
Schroder Investment Management Group
United Kingdom
$279M +$34.8M +191,624 +14%
Lord, Abbett & Co
62
Lord, Abbett & Co
New Jersey
$271M +$44.3M +244,000 +20%
RCG
63
Ruane, Cunniff & Goldfarb
New York
$269M -$10M -55,216 -4%
Dimensional Fund Advisors
64
Dimensional Fund Advisors
Texas
$266M +$13.6M +74,717 +5%
State Board of Administration of Florida Retirement System
65
State Board of Administration of Florida Retirement System
Florida
$260M -$6.81M -37,551 -3%
Adage Capital Partners
66
Adage Capital Partners
Massachusetts
$259M -$8.66M -47,697 -3%
D.E. Shaw & Co
67
D.E. Shaw & Co
New York
$253M +$151M +830,739 +147%
Diamond Hill Capital Management
68
Diamond Hill Capital Management
Ohio
$249M +$27.2M +149,677 +12%
SOMRS
69
State of Michigan Retirement System
Michigan
$242M +$67.5M +371,853 +39%
Principal Financial Group
70
Principal Financial Group
Iowa
$241M +$505K +2,783 +0.2%
BNP Paribas Financial Markets
71
BNP Paribas Financial Markets
France
$239M +$62.1M +342,095 +35%
MTB
72
Mizuho Trust & Banking
Japan
$239M -$19.1M -105,358 -7%
Sanders Capital
73
Sanders Capital
Florida
$229M +$5.19M +28,574 +2%
Swiss National Bank
74
Swiss National Bank
Switzerland
$228M -$8.85M -48,744 -4%
AWM
75
Ashmore Wealth Management
Delaware
$228M – – –
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3
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