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IBM
IBM

Overview Fund Activity

1,665 hedge funds and large institutions have $118B invested in IBM in 2013 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 630 increasing their positions, 749 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,665
Holders Change
+5
Holders Change %
+0.3%
% of All Funds
54.01%
Holding in Top 10
284
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-14.97%
% of All Funds
9.21%
New
78
Increased
630
Reduced
749
Closed
59
Calls
$2.01B
Puts
$2.08B
Net Calls
-$70.2M
Net Calls Change
+$35.1M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$461M
2
Renaissance Technologies
Renaissance Technologies
New York
+$320M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$219M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$216M
5
Deutsche Bank
Deutsche Bank
Germany
+$190M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$660M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
-$300M
3
Capital World Investors
Capital World Investors
California
-$250M
4
EVM
Eaton Vance Management
Massachusetts
-$239M
5
SAC
Smith Affiliated Capital
New York
-$210M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
726
Halsey Associates
Connecticut
$4.8M -$146K -825 -3%
MRCM
727
M&R Capital Management
New Jersey
$4.77M -$96.3K -544 -2%
BMC
728
Benin Management Corp
Connecticut
$4.76M -$151K -855 -3%
GF
729
Goodman Financial
Texas
$4.73M +$140K +790 +3%
SFG
730
Sather Financial Group
Texas
$4.72M +$183K +1,031 +4%
ECM
731
Evergreen Capital Management
Washington
$4.7M +$15.8K +89 +0.3%
FNT
732
First National Trust
Pennsylvania
$4.7M -$59.5K -336 -1%
LCM
733
Lucas Capital Management
New Jersey
$4.68M +$11.2K +63 +0.2%
HJA
734
Hugh Johnson Advisors
New York
$4.68M -$560K -3,162 -11%
OWD
735
Osborn Williams & Donohoe
Ohio
$4.67M +$182K +1,029 +4%
WFM
736
Wilmington Funds Management
Delaware
$4.66M -$1.56M -8,786 -25%
WSC
737
Wellington Shields & Co
New York
$4.64M +$280K +1,584 +6%
AC
738
Allstate Corporation
Illinois
$4.61M – – –
CWM
739
Cabot Wealth Management
Massachusetts
$4.59M +$3.74M +21,141 +442%
ONB
740
Old National Bancorp
Indiana
$4.58M -$21.3M -120,449 -82%
FTC
741
Farmers Trust Company
Ohio
$4.57M -$55.6K -314 -1%
SC
742
Saybrook Capital
North Carolina
$4.54M – – –
ST
743
Semper Trust
Pennsylvania
$4.53M +$1.71M +9,650 +61%
WTB
744
Washington Trust Bank
Washington
$4.52M +$1.06M +6,011 +31%
AIA
745
Affinity Investment Advisors
California
$4.49M -$9.04M -51,043 -67%
IC
746
Inverness Counsel
New York
$4.49M -$140K -789 -3%
BIC
747
Beach Investment Counsel
Pennsylvania
$4.48M -$1.92M -10,868 -30%
Two Sigma Advisers
748
Two Sigma Advisers
New York
$4.48M -$35.1M -198,217 -89%
CA
749
Callahan Advisors
Texas
$4.47M +$8.85K +50 +0.2%
WPIC
750
White Pine Investment Company
Michigan
$4.47M +$1.42M +8,049 +47%
28 29
30
31 32