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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 %
Mirae Asset Global Investments
826
Mirae Asset Global Investments
South Korea
$3.41M -$681K -3,800 -17%
AL
827
Agran Libbie
California
$3.39M -$112K -623 -3%
EWA
828
Exencial Wealth Advisors
Oklahoma
$3.39M -$286K -1,639 -8%
FWCM
829
First Western Capital Management
California
$3.38M +$3.38M +18,870 New
CIC
830
Chilton Investment Company
Connecticut
$3.38M +$390K +2,172 +13%
ECM
831
Everence Capital Management
Indiana
$3.37M -$147K -819 -4%
CIS
832
Connors Investor Services
Pennsylvania
$3.37M +$112K +627 +3%
VV
833
Verity & Verity
South Carolina
$3.37M +$354K +1,975 +12%
ISB
834
Iowa State Bank
Iowa
$3.36M +$42.1K +235 +1%
DBIA
835
Dumont & Blake Investment Advisors
New Jersey
$3.36M -$143K -795 -4%
FSC
836
Fiduciary Services Corp
Georgia
$3.36M +$17.6K +98 +0.5%
MYAM
837
Meiji Yasuda Asset Management
Japan
$3.34M -$204K -1,135 -6%
QI
838
QS Investors
New York
$3.29M -$2.73M -15,231 -45%
DSAM
839
Dock Street Asset Management
Florida
$3.29M -$63.7K -355 -2%
KCMRT
840
Kemper Corp Master Retirement Trust
Illinois
$3.28M – – –
HA
841
Hamel Associates
New Jersey
$3.28M +$3.28M +18,290 New
FCM
842
Forester Capital Management
Illinois
$3.27M +$18.6K +104 +0.6%
HIC
843
Hartline Investment Corp
Illinois
$3.26M -$637K -3,551 -16%
LA
844
Lau Associates
Delaware
$3.26M -$214K -1,193 -6%
IIM
845
Ipswich Investment Management
Massachusetts
$3.26M -$46.6K -260 -1%
WCF
846
West Coast Financial
California
$3.25M -$99.2K -553 -3%
VNA
847
VNBTrust National Association
Virginia
$3.25M -$435K -2,427 -12%
SI
848
SII Investments
Wisconsin
$3.24M +$45.8K +254 +1%
PHIMC
849
Private Harbour Investment Management & Counsel
Ohio
$3.23M -$59.9K -334 -2%
BCM
850
BTR Capital Management
California
$3.23M -$98.4K -549 -3%
32 33
34
35 36