IBM icon

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 %
FBC
726
Fairfield, Bush & Co
Connecticut
$4.45M -$2.79M -15,540 -38%
ONB
727
Old National Bancorp
Indiana
$4.45M -$187K -1,043 -4%
LK
728
Lumbard & Kellner
New Hampshire
$4.41M +$4.41M +24,576 New
BPM
729
Bowling Portfolio Management
Ohio
$4.36M -$131K -728 -3%
CCG
730
Chatham Capital Group
Georgia
$4.35M +$18.8K +105 +0.4%
MA
731
Marshwinds Advisory
Georgia
$4.35M +$2.98M +16,616 +217%
IAM
732
Impax Asset Management
New Hampshire
$4.35M -$17.9M -99,690 -80%
ACM
733
Argyle Capital Management
Pennsylvania
$4.35M +$319K +1,778 +8%
LCM
734
Lucas Capital Management
New Jersey
$4.34M -$399K -2,223 -8%
PSI
735
Pinnacle Summer Investments
Virginia
$4.34M +$368K +2,051 +9%
AIC
736
Argus Investors Counsel
New York
$4.33M +$30.1K +168 +0.7%
MNBTD
737
Moody National Bank Trust Division
Texas
$4.33M -$8.43K -47 -0.2%
K
738
Kemper
Illinois
$4.31M – – –
GCM
739
Garland Capital Management
Washington
$4.31M +$98.6K +550 +2%
FNBT
740
FineMark National Bank & Trust
Florida
$4.31M -$169K -944 -4%
Millennium Management
741
Millennium Management
New York
$4.3M -$22.6M -125,812 -84%
WCM
742
Windward Capital Management
California
$4.29M -$92.3K -515 -2%
MIM
743
Midwest Investment Management
Ohio
$4.29M +$401K +2,238 +10%
PAG
744
Private Advisor Group
New Jersey
$4.28M +$4.28M +23,849 New
WC
745
Woodstock Corp
Massachusetts
$4.27M +$29.2K +163 +0.7%
WCM
746
Winton Capital Management
United Kingdom
$4.27M -$8.89M -49,563 -68%
PAI
747
Pittenger & Anderson Inc
Nebraska
$4.26M +$315K +1,757 +8%
BIC
748
Beach Investment Counsel
Pennsylvania
$4.25M -$288K -1,605 -6%
WFM
749
Wilmington Funds Management
Delaware
$4.25M -$464K -2,589 -10%
RJFSA
750
Raymond James Financial Services Advisors
Florida
$4.24M +$319K +1,779 +8%
28 29
30
31 32