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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 %
MHIC
901
Marble Harbor Investment Counsel
Massachusetts
$2.78M +$14.5K +81 +0.5%
HCC
902
Hirtle Callaghan & Co
Pennsylvania
$2.77M – – –
CIM
903
CIM Investment Management
Pennsylvania
$2.77M +$191K +1,067 +7%
UF
904
Univest Financial
Pennsylvania
$2.77M -$55.6K -310 -2%
ANBT
905
American National Bank & Trust
Texas
$2.76M -$31.7K -177 -1%
DDC
906
DF Dent & Co
Maryland
$2.75M -$56.3K -314 -2%
PWM
907
Perigon Wealth Management
California
$2.73M +$2.73M +15,242 New
WAM
908
Weatherly Asset Management
California
$2.73M -$10.2K -57 -0.4%
HCM
909
Howland Capital Management
Massachusetts
$2.72M -$1.3M -7,227 -32%
NAM
910
NTV Asset Management
West Virginia
$2.7M -$7.89K -44 -0.3%
SIG
911
Sky Investment Group
Connecticut
$2.69M +$2.06M +11,503 +328%
WA
912
WFG Advisors
Texas
$2.69M -$120K -667 -4%
AAM
913
Advisors Asset Management
Colorado
$2.68M +$346K +1,930 +15%
NCM
914
Nelson Capital Management
California
$2.67M -$108K -601 -4%
JIC
915
Joel Isaacson & Co
New York
$2.67M -$34.3K -191 -1%
ANRIA
916
American National Registered Investment Advisor
Texas
$2.67M -$8.43K -47 -0.3%
ARTA
917
A.R.T. Advisors
New York
$2.67M +$1.44M +8,010 +117%
NEAM
918
New England Asset Management
Connecticut
$2.65M -$28.2K -157 -1%
TWM
919
Torch Wealth Management
Ohio
$2.64M +$2.64M +14,732 New
BWAM
920
Boyd Watterson Asset Management
Ohio
$2.64M -$493K -2,746 -16%
CCM
921
Condor Capital Management
New Jersey
$2.63M -$101K -565 -4%
CCM
922
Compton Capital Management
Rhode Island
$2.63M -$41.3K -230 -2%
ICRM
923
Insight Capital Research & Management
California
$2.6M -$183K -1,018 -7%
PWP
924
Private Wealth Partners
California
$2.6M +$15.8K +88 +0.6%
MC
925
Mathes Company
New York
$2.6M +$440K +2,455 +20%
35 36
37
38 39