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IBM
IBM

Overview Fund Activity

1,729 hedge funds and large institutions have $114B invested in IBM in 2014 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 536 increasing their positions, 911 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,729
Holders Change
-24
Holders Change %
-1.37%
% of All Funds
49.97%
Holding in Top 10
222
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-3.06%
% of All Funds
6.42%
New
80
Increased
536
Reduced
911
Closed
88
Calls
$2.29B
Puts
$2.34B
Net Calls
-$52.3M
Net Calls Change
+$125M

Top Buyers

1
GIM
Generation Investment Management
United Kingdom
+$147M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$136M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$110M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$83.5M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$72.6M

Top Sellers

1
State Street
State Street
Massachusetts
-$866M
2
BIT
BlackRock Institutional Trust
California
-$274M
3
Citigroup
Citigroup
New York
-$212M
4
Ameriprise
Ameriprise
Minnesota
-$187M
5
N
Natixis
France
-$159M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
751
FMA Advisory
Pennsylvania
$4.02M +$16K +87 +0.4%
FNBT
752
FineMark National Bank & Trust
Florida
$4M -$416K -2,262 -9%
LIA
753
LS Investment Advisors
Michigan
$4M +$1.41M +7,647 +54%
AMIM
754
Aull & Monroe Investment Management
Alabama
$3.99M -$9.57K -52 -0.2%
WFM
755
Wilmington Funds Management
Delaware
$3.99M -$379K -2,061 -9%
SAM
756
Selway Asset Management
$3.95M -$89.4K -486 -2%
WF
757
WealthTrust Fairport
Ohio
$3.94M -$1.84M -9,996 -32%
BIC
758
Beach Investment Counsel
Pennsylvania
$3.94M -$430K -2,335 -10%
ACP
759
Aviance Capital Partners
Florida
$3.94M -$932K -5,062 -19%
IMOV
760
Investment Management of Virginia
Virginia
$3.94M -$848K -4,605 -18%
CA
761
Cetera Advisors
Colorado
$3.93M -$264K -1,439 -6%
CC
762
Courier Capital
New York
$3.93M -$33.3K -181 -0.8%
FBT
763
First Bankers Trust
Kentucky
$3.92M -$13.6K -74 -0.3%
CCT
764
Capital City Trust
Florida
$3.92M -$26.9K -146 -0.7%
JIR
765
James Investment Research
Ohio
$3.9M -$7.55M -41,050 -66%
FCT
766
Family Capital Trust
Massachusetts
$3.9M – – –
YP
767
Yellowstone Partners
Idaho
$3.9M +$3.27M +17,769 +520%
DPIM
768
Duff & Phelps Investment Management
Illinois
$3.89M -$200K -1,088 -5%
VV
769
Verity & Verity
South Carolina
$3.89M +$429K +2,333 +12%
BB
770
Busey Bank
Illinois
$3.89M -$14.7M -80,049 -79%
GG
771
Greenwood Gearhart
Arkansas
$3.88M +$348K +1,893 +10%
CA
772
Cornerstone Advisors
North Carolina
$3.87M -$1.64M -8,891 -30%
SFS
773
Strategic Financial Services
New York
$3.86M +$100K +544 +3%
ACM
774
Advisors Capital Management
New Jersey
$3.86M +$937K +5,094 +32%
DCM
775
Delta Capital Management
New Jersey
$3.85M -$1.7M -9,215 -31%
29 30
31
32 33