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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 %
LRPA
801
L. Roy Papp & Associates
Arizona
$3.66M -$111K -621 -3%
BONST
802
Bank of Nova Scotia Trust
Ontario, Canada
$3.66M +$183K +1,018 +5%
NPA
803
Nichols & Pratt Advisers
Massachusetts
$3.65M +$73.2K +408 +2%
PP
804
Patten & Patten
Tennessee
$3.61M -$118K -658 -3%
MM
805
Meridian Management
Arkansas
$3.6M -$46.8K -261 -1%
SGAM
806
Steinberg Global Asset Management
Florida
$3.6M -$22.1K -123 -0.6%
SCM
807
Schnieders Capital Management
California
$3.6M +$3.6M +20,048 New
BOH
808
Bank of Hawaii
Hawaii
$3.58M -$1.76M -9,823 -33%
DSA
809
Davis Selected Advisers
Arizona
$3.58M +$24.6K +137 +0.7%
BCMO
810
Buckingham Capital Management (Ohio)
Ohio
$3.57M +$127K +711 +4%
CC
811
ClearArc Capital
Ohio
$3.57M -$146K -813 -4%
NMIFOAC
812
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3.56M – – –
CAM
813
Cubic Asset Management
Massachusetts
$3.56M -$18.6K -104 -0.5%
JPMIA
814
J.P. Marvel Investment Advisors
Massachusetts
$3.56M – – –
TCOO
815
Trust Company of Oklahoma
Oklahoma
$3.55M +$107K +594 +3%
MKC
816
M. Kraus & Co
Vermont
$3.55M +$3.55M +19,786 New
KIC
817
Keating Investment Counselors
Florida
$3.54M +$65.6K +366 +2%
JAM
818
Jolley Asset Management
North Carolina
$3.54M +$3.47M +19,326 +4,868%
YIA
819
YHB Investment Advisors
Connecticut
$3.53M -$397K -2,214 -10%
ASC
820
Atalanta Sosnoff Capital
New York
$3.52M -$754K -4,205 -18%
CI
821
Constellation Investments
Ohio
$3.52M +$225K +1,256 +7%
WC
822
Whitnell & Co
Illinois
$3.49M -$8.25K -46 -0.2%
SRC
823
Shufro Rose & Co
New York
$3.44M -$82.1K -458 -2%
GG
824
Greenwood Gearhart
Arkansas
$3.44M +$231K +1,288 +7%
WTIM
825
Wilmington Trust Investment Management
Delaware
$3.42M -$206K -1,150 -6%
31 32
33
34 35