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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 %
MWAC
801
Mariner Wealth Advisors (Cincinnati)
Ohio
$3.85M +$64.6K +365 +2%
MCM
802
McKinley Capital Management
Alaska
$3.85M -$1.74M -9,845 -31%
LPT
803
Legacy Private Trust
Wisconsin
$3.84M +$268K +1,511 +7%
MIM
804
Midwest Investment Management
Ohio
$3.84M +$1.08M +6,114 +39%
DHFB
805
Dixon Hubard Feinour & Brown
Virginia
$3.84M -$2.66K -15 -0.1%
SNT
806
Security National Trust
West Virginia
$3.81M +$147K +833 +4%
GGPS
807
Gary Goldberg Planning Services
New York
$3.8M -$43.5K -246 -1%
AHS
808
Aspiriant Holdings S3
California
$3.8M -$159K -900 -4%
JWBC
809
J.W. Burns & Co
New York
$3.79M +$443K +2,505 +13%
EI
810
Excelsia Inc
Georgia
$3.77M +$1.39M +7,850 +58%
BFIM
811
Beese Fulmer Investment Management
Ohio
$3.76M -$108K -610 -3%
AHC
812
Adell Harriman & Carpenter
Texas
$3.73M -$24.3K -137 -0.6%
LRPA
813
L. Roy Papp & Associates
Arizona
$3.73M +$258K +1,460 +7%
MCM
814
Manchester Capital Management
Vermont
$3.73M -$58.4K -330 -2%
AMIM
815
Aull & Monroe Investment Management
Alabama
$3.72M +$43.4K +245 +1%
MG
816
Markel Group
Virginia
$3.72M – – –
CIP
817
Chartwell Investment Partners
Pennsylvania
$3.7M -$3.15M -17,782 -46%
NSEDCP
818
NJ State Employees Deferred Compensation Plan
New Jersey
$3.7M – – –
CS
819
Central Securities
New York
$3.7M +$3.7M +20,920 New
PP
820
Patten & Patten
Tennessee
$3.68M -$140K -793 -4%
SHA
821
Smith Hayes Advisers
Nebraska
$3.68M +$722K +4,077 +24%
CC
822
ClearArc Capital
Ohio
$3.66M -$490K -2,767 -12%
VNA
823
VNBTrust National Association
Virginia
$3.64M -$85.9K -485 -2%
ICAS
824
Investors Capital Advisory Services
Massachusetts
$3.63M -$314K -1,777 -8%
ST
825
Smithfield Trust
Pennsylvania
$3.62M +$190K +1,076 +6%
31 32
33
34 35