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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 %
LC
976
Lilley & Co
Michigan
$2.27M +$44.5K +248 +2%
BA
977
Bridgewater Advisors
New York
$2.25M +$2.25M +12,560 New
AC
978
Alleghany Corporation
New York
$2.25M – – –
ICMC
979
Intrepid Capital Management (Connecticut)
Connecticut
$2.25M +$2.25M +12,552 New
EIM
980
Emerson Investment Management
Massachusetts
$2.25M -$59.5K -332 -3%
ACI
981
Alpha Cubed Investments
California
$2.24M +$2.24M +12,511 New
HCM
982
HM Capital Management
Missouri
$2.24M +$2.24M +12,505 New
BHBT
983
Burke & Herbert Bank & Trust
Virginia
$2.23M -$120K -669 -5%
ACM
984
Argentus Capital Management
Texas
$2.23M +$57.2K +319 +3%
CC
985
Cannell & Co
New York
$2.22M -$1.38M -7,717 -38%
Pacer Advisors
986
Pacer Advisors
Pennsylvania
$2.22M +$2.22M +14,468 New
GP
987
Girard Partners
Pennsylvania
$2.22M +$2.22M +12,366 New
KFS
988
KMS Financial Services
Washington
$2.21M +$476K +2,654 +27%
MCM
989
Maryland Capital Management
Maryland
$2.21M +$1.97K +11 +0.1%
MM
990
Midas Management
New York
$2.2M +$1.13M +6,276 +105%
AP
991
Advisor Partners
California
$2.19M +$31K +173 +1%
First Eagle Investment Management
992
First Eagle Investment Management
New York
$2.19M – – –
VKH
993
Virtu KCG Holdings
New York
$2.18M -$4.87M -27,151 -69%
CAG
994
Crestwood Advisors Group
Massachusetts
$2.18M -$63.8K -356 -3%
MHIM
995
MacNealy Hoover Investment Management
Ohio
$2.18M +$2.18M +12,128 New
WKA
996
Wilson Kemp & Associates
Michigan
$2.17M -$473K -2,638 -18%
PCM
997
Palouse Capital Management
Washington
$2.17M -$24.7K -138 -1%
WPC
998
White Pine Capital
Minnesota
$2.17M +$1.27M +7,107 +142%
RHFI
999
Reilly Herbert Faulkner III
$2.16M +$2.16M +12,056 New
PTC
1000
Private Trust Company
Ohio
$2.16M -$99.9K -557 -4%
38 39
40
41 42