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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 %
KFS
876
Kurt F. Somerville
$3.07M -$37.5K -209 -1%
QIM
877
Quest Investment Management
Oregon
$3.05M -$11.5M -63,963 -79%
BT
878
Beacon Trust
New Jersey
$3.04M +$152K +846 +5%
ZIM
879
Zacks Investment Management
Illinois
$3.01M -$11.5M -64,029 -79%
FBA
880
Front Barnett Associates
Illinois
$3.01M -$76.9K -429 -2%
HC
881
Hendley & Co
Ohio
$2.99M -$126K -700 -4%
TFF
882
Timothy F. Fidgeon
$2.97M -$103K -576 -3%
RC
883
Riversville Capital
Connecticut
$2.97M +$192K +1,069 +7%
SC
884
Skylands Capital
Wisconsin
$2.97M – – –
CCA
885
Catalyst Capital Advisors
New York
$2.97M +$1.38M +7,696 +87%
FMII
886
Farmers & Merchants Investments Inc
Nebraska
$2.97M +$16.7K +93 +0.6%
ICM
887
ICC Capital Management
Florida
$2.96M +$504K +2,809 +21%
DVM
888
Dreman Value Management
Florida
$2.93M -$834K -2,872 -22%
LCM
889
Liberty Capital Management
Michigan
$2.92M -$61K -340 -2%
EI
890
Excelsia Inc
Georgia
$2.91M -$904K -5,041 -24%
DT
891
Diversified Trust
Tennessee
$2.9M +$86.8K +484 +3%
DS
892
DRW Securities
Illinois
$2.86M +$2.86M +15,937 New
CAM
893
Chesapeake Asset Management
New York
$2.86M -$5.56K -31 -0.2%
SC
894
Schulhoff & Co
Ohio
$2.85M – – –
ACM
895
Advisors Capital Management
New Jersey
$2.85M -$269K -1,500 -9%
MSR
896
Main Street Research
Connecticut
$2.83M -$2.52M -14,053 -47%
CWM
897
Concert Wealth Management
California
$2.82M -$53.5K -298 -2%
HHAA
898
Henry H. Armstrong Associates
Pennsylvania
$2.81M -$120K -668 -4%
GCM
899
Glynn Capital Management
California
$2.81M – – –
FNBTCON
900
First National Bank & Trust Co of Newtown
Pennsylvania
$2.8M -$94.7K -528 -3%
34 35
36
37 38