IBM icon

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 %
MMG
851
Monetary Management Group
Missouri
$3.22M +$530K +2,955 +20%
FMW
852
Farr Miller & Washington
District of Columbia
$3.22M -$77.8K -434 -2%
PIA
853
Piedmont Investment Advisors
North Carolina
$3.21M -$397K -2,215 -11%
QI
854
Qualcomm Inc
California
$3.21M – – –
AHC
855
Adell Harriman & Carpenter
Texas
$3.19M -$594K -3,314 -16%
CAM
856
Congress Asset Management
Massachusetts
$3.18M +$108K +603 +4%
BBI
857
Baxter Bros Inc
Connecticut
$3.18M +$84.5K +471 +3%
PI
858
Pettee Investors
Connecticut
$3.17M +$3.17M +17,673 New
CC
859
Cadinha & Co
Hawaii
$3.16M -$1.34M -7,485 -30%
PG
860
PEAK6 Group
Illinois
$3.16M -$23.8M -132,610 -88%
LCP
861
Legacy Capital Partners
Wisconsin
$3.15M -$319K -1,779 -9%
CICI
862
Capital Investment Counsel Inc
North Carolina
$3.14M +$1.03M +5,722 +48%
AW
863
ACG Wealth
Georgia
$3.14M +$645K +3,595 +26%
JG
864
Jefferies Group
New York
$3.14M -$6.66M -37,124 -68%
GCA
865
Guardian Capital Advisors
Ontario, Canada
$3.13M -$112K -622 -3%
GRQ
866
Gardner Russo & Quinn
Pennsylvania
$3.13M – – –
ITIM
867
Indiana Trust & Investment Management
Indiana
$3.12M -$34.6K -193 -1%
PJSIMP
868
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.1M -$409K -2,278 -12%
LNWWM
869
Laird Norton Wetherby Wealth Management
California
$3.1M -$309K -1,721 -9%
MAA
870
Matrix Asset Advisors
New York
$3.09M +$11.3K +63 +0.4%
RBC
871
Ronald Blue & Co
Georgia
$3.09M +$642K +3,577 +26%
MPIA
872
Mountain Pacific Investment Advisers
Idaho
$3.08M -$54K -301 -2%
BE
873
Bonness Enterprises
District of Columbia
$3.07M +$150K +837 +5%
NME
874
Notis-McConarty Edward
$3.07M +$3.07M +17,117 New
PGIM
875
Pacific Global Investment Management
California
$3.07M +$179K +1,000 +6%
33 34
35
36 37