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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 %
PWM
901
Perigon Wealth Management
California
$2.82M +$11.4K +62 +0.4%
CIM
902
CIM Investment Management
Pennsylvania
$2.81M -$32.2K -175 -1%
BT
903
Beacon Trust
New Jersey
$2.81M -$309K -1,679 -10%
DDC
904
DF Dent & Co
Maryland
$2.79M -$29.3K -159 -1%
LCM
905
Liberty Capital Management
Michigan
$2.78M -$213K -1,156 -7%
PTB
906
Pioneer Trust Bank
Oregon
$2.77M +$116K +628 +4%
GCA
907
Guardian Capital Advisors
Ontario, Canada
$2.77M -$348K -1,941 -11%
MC
908
Mathes Company
New York
$2.76M +$86.5K +470 +3%
TWM
909
Torch Wealth Management
Ohio
$2.75M +$35.5K +193 +1%
PWP
910
Private Wealth Partners
California
$2.75M +$75.1K +408 +3%
SIG
911
Sky Investment Group
Connecticut
$2.74M -$22.1K -120 -0.8%
GD
912
Grandfield & Dodd
New York
$2.74M +$365K +1,985 +15%
FNBTCON
913
First National Bank & Trust Co of Newtown
Pennsylvania
$2.74M -$137K -744 -5%
TC
914
TradeLink Capital
Illinois
$2.73M +$1.56M +8,504 +134%
SCM
915
Sterneck Capital Management
Missouri
$2.73M +$1.22M +6,647 +81%
WAM
916
Weatherly Asset Management
California
$2.73M -$73.2K -398 -3%
PWM
917
Patriot Wealth Management
Texas
$2.71M +$51.5K +280 +2%
UF
918
Univest Financial
Pennsylvania
$2.71M -$132K -716 -5%
RIM
919
Regent Investment Management
Kentucky
$2.69M +$38.5K +209 +1%
PH
920
Pinnacle Holdings
Oklahoma
$2.68M +$138K +750 +5%
MPIA
921
Mountain Pacific Investment Advisers
Idaho
$2.67M -$490K -2,664 -16%
ANRIA
922
American National Registered Investment Advisor
Texas
$2.67M -$69.4K -377 -3%
VIA
923
Vantage Investment Advisors
Pennsylvania
$2.67M +$197K +1,069 +8%
BSA
924
Braun Stacey Associates
New York
$2.65M -$10.3M -55,776 -79%
Harris Associates
925
Harris Associates
Illinois
$2.63M -$30.9K -168 -1%
35 36
37
38 39