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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 %
EWA
826
Exencial Wealth Advisors
Oklahoma
$3.47M -$178K -947 -5%
CIC
827
Chilton Investment Company
Connecticut
$3.47M – – –
ECM
828
Everence Capital Management
Indiana
$3.46M – – –
DBIA
829
Dumont & Blake Investment Advisors
New Jersey
$3.45M -$552 -3 -0%
CCG
830
Cypress Capital Group
Florida
$3.43M -$558K -3,031 -14%
PFM
831
PacWest Financial Management
Arizona
$3.43M +$77.9K +423 +2%
LRPA
832
L. Roy Papp & Associates
Arizona
$3.42M -$336K -1,827 -9%
TNBTD
833
Trustmark National Bank Trust Department
Mississippi
$3.42M -$343K -1,864 -9%
MYAM
834
Meiji Yasuda Asset Management
Japan
$3.42M -$15.5K -84 -0.5%
PGIM
835
Pacific Global Investment Management
California
$3.39M +$246K +1,335 +8%
AB
836
AT Bancorp
Iowa
$3.37M -$2.68M -14,554 -44%
KCMRT
837
Kemper Corp Master Retirement Trust
Illinois
$3.37M – – –
Mirae Asset Global Investments
838
Mirae Asset Global Investments
South Korea
$3.37M -$134K -728 -4%
FCM
839
Forester Capital Management
Illinois
$3.35M – – –
CAM
840
Congress Asset Management
Massachusetts
$3.34M +$79.3K +431 +2%
WCF
841
West Coast Financial
California
$3.34M +$2.21K +12 +0.1%
DP
842
DSAM Partners
United Kingdom
$3.32M +$3.32M +18,063 New
TCOO
843
Trust Company of Oklahoma
Oklahoma
$3.32M -$326K -1,774 -9%
BOH
844
Bank of Hawaii
Hawaii
$3.31M -$367K -1,994 -10%
PFP
845
Pinnacle Financial Partners
Tennessee
$3.3M -$845K -4,591 -20%
SI
846
SII Investments
Wisconsin
$3.3M +$301K +1,799 +10%
QI
847
Qualcomm Inc
California
$3.29M – – –
FMW
848
Farr Miller & Washington
District of Columbia
$3.27M -$32.8K -178 -1%
BBI
849
Baxter Bros Inc
Connecticut
$3.26M – – –
PI
850
Pettee Investors
Connecticut
$3.25M – – –
32 33
34
35 36