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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 %
Harris Associates
926
Harris Associates
Illinois
$2.6M -$6.99K -39 -0.3%
PWM
927
Patriot Wealth Management
Texas
$2.59M -$12.9K -72 -0.5%
TCM
928
Texan Capital Management
Texas
$2.59M +$569K +3,175 +28%
PTB
929
Pioneer Trust Bank
Oregon
$2.59M +$6.64K +37 +0.3%
MIS
930
Morningstar Investment Services
Illinois
$2.59M +$2.28M +12,705 +737%
RIM
931
Regent Investment Management
Kentucky
$2.58M +$18.8K +105 +0.7%
LMIM
932
Lockheed Martin Investment Management
Maryland
$2.57M -$8.82M -49,162 -77%
EWM
933
Endurance Wealth Management
Rhode Island
$2.57M -$140K -781 -5%
HPBT
934
High Point Bank & Trust
North Carolina
$2.56M -$22.8K -127 -0.9%
Cohen & Steers
935
Cohen & Steers
New York
$2.55M -$5.05M -28,137 -66%
DWT
936
Dorsey & Whitney Trust
South Dakota
$2.55M +$39.8K +222 +2%
SFSIG
937
San Francisco Sentry Investment Group
California
$2.55M -$69.4K -387 -3%
SACTSONJ
938
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.54M – – –
VCM
939
Violich Capital Management
California
$2.53M -$482K -2,689 -16%
BS
940
Bessemer Securities
New York
$2.53M +$2.53M +14,121 New
LOCB
941
Lombard Odier & Cie (Bahamas)
Bahamas
$2.53M +$2.53M +14,121 New
CAM
942
Columbia Asset Management
Michigan
$2.53M +$2.53M +14,111 New
NCMG
943
NCM Capital Management Group
North Carolina
$2.53M -$732K -4,079 -22%
LIA
944
LS Investment Advisors
Michigan
$2.52M +$888K +4,952 +54%
WS
945
Wedbush Securities
California
$2.52M +$337K +1,881 +15%
VCAM
946
Van Cleef Asset Management
Ohio
$2.51M +$80.7K +450 +3%
NSIM
947
North Star Investment Management
Illinois
$2.51M +$28K +156 +1%
JA
948
JLB & Associates
Michigan
$2.51M -$6.1K -34 -0.2%
WAM
949
Wood Asset Management
Florida
$2.5M -$4.5M -25,090 -64%
PH
950
Pinnacle Holdings
Oklahoma
$2.48M -$148K -826 -6%
36 37
38
39 40