IBM icon

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 %
CIS
801
Connors Investor Services
Pennsylvania
$3.69M +$228K +1,240 +7%
Jennison Associates
802
Jennison Associates
New York
$3.68M +$3.68M +19,996 New
HVIA
803
Hudson Valley Investment Advisors
New York
$3.68M +$1.31M +7,092 +55%
JAM
804
Jolley Asset Management
North Carolina
$3.66M +$34.8K +189 +1%
NMIFOAC
805
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3.66M – – –
CAM
806
Cubic Asset Management
Massachusetts
$3.65M -$9.75K -53 -0.3%
DBT
807
Dubuque Bank & Trust
Iowa
$3.64M -$2.26M -12,303 -38%
MKC
808
M. Kraus & Co
Vermont
$3.63M -$7.73K -42 -0.2%
FSC
809
Fiduciary Services Corp
Georgia
$3.62M +$173K +941 +5%
FWCM
810
First Western Capital Management
California
$3.61M +$136K +741 +4%
TBA
811
Train Babcock Advisors
New York
$3.6M -$179K -975 -5%
MFS
812
MSI Financial Services
Massachusetts
$3.6M -$229K -1,246 -6%
LGC
813
Laurel Grove Capital
California
$3.59M -$375K -2,040 -9%
WC
814
Whitnell & Co
Illinois
$3.57M -$3.68K -20 -0.1%
WIC
815
Whitegate Investment Counselors
New Hampshire
$3.57M +$3.57M +24,684 New
ICAS
816
Investors Capital Advisory Services
Massachusetts
$3.57M -$228K -1,239 -6%
GGPS
817
Gary Goldberg Planning Services
New York
$3.56M -$264K -1,432 -7%
SCM
818
Schnieders Capital Management
California
$3.55M -$143K -778 -4%
YIA
819
YHB Investment Advisors
Connecticut
$3.54M -$81K -440 -2%
BAS
820
Brown Advisory Securities
Maryland
$3.54M -$269K -1,461 -7%
CI
821
Constellation Investments
Ohio
$3.53M -$77.1K -419 -2%
SRC
822
Shufro Rose & Co
New York
$3.53M -$1.84K -10 -0.1%
ISB
823
Iowa State Bank
Iowa
$3.5M +$53K +288 +2%
CCP
824
Clarkston Capital Partners
Michigan
$3.5M +$2.3M +12,477 +191%
GAM
825
Gotham Asset Management
New York
$3.48M -$633K -3,442 -15%
31 32
33
34 35