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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 %
HPIA
951
Hamilton Point Investment Advisors
North Carolina
$2.48M +$2.48M +13,831 New
SAG
952
Sterne Agee Group
Alabama
$2.48M -$167K -933 -6%
VFS
953
VSR Financial Services
Kansas
$2.45M -$1.92M -10,685 -44%
RT
954
Reliance Trust
Georgia
$2.44M -$64.4K -359 -3%
PFM
955
Parsec Financial Management
North Carolina
$2.41M -$18.3K -102 -0.8%
VIA
956
Vantage Investment Advisors
Pennsylvania
$2.41M +$2.41M +13,424 New
TBNY
957
Trustco Bank (New York)
New York
$2.41M -$37.5K -209 -2%
LPC
958
Loeb Partners Corp
New York
$2.4M – – –
Acadian Asset Management
959
Acadian Asset Management
Massachusetts
$2.4M -$1.73M -9,621 -42%
RMAM
960
Raab & Moskowitz Asset Management
New Jersey
$2.39M +$2.39M +13,858 New
RA
961
Rational Advisors
New York
$2.38M -$6.1K -34 -0.3%
RH
962
Rayner & Haynor
California
$2.38M +$2.38M +13,267 New
ID
963
Integral Derivatives
New York
$2.37M +$2.37M +13,224 New
ICOM
964
Investment Counselors of Maryland
Maryland
$2.37M -$8.43K -47 -0.4%
SIMM
965
Stillwater Investment Management (Minnesota)
Minnesota
$2.34M +$2.34M +13,070 New
GA
966
GFS Advisors
Texas
$2.34M +$1.09M +6,067 +87%
SCM
967
Southport Capital Management
Tennessee
$2.33M -$137K -764 -6%
NERM
968
New England Research & Management
Illinois
$2.32M +$2.32M +12,929 New
CHC
969
City Holding Co
West Virginia
$2.31M +$2.31M +12,901 New
GD
970
Grandfield & Dodd
New York
$2.31M -$84.6K -472 -4%
HVIA
971
Hudson Valley Investment Advisors
New York
$2.31M -$1.28M -7,117 -36%
PAM
972
Peninsula Asset Management
Florida
$2.3M +$11.8K +66 +0.5%
PCM
973
Princeton Capital Management
New Jersey
$2.29M +$102K +571 +5%
FWM
974
Focused Wealth Management
New York
$2.29M -$573K -3,197 -20%
CT
975
Coastline Trust
Rhode Island
$2.28M +$159K +889 +8%
37 38
39
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