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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 %
First Eagle Investment Management
976
First Eagle Investment Management
New York
$2.25M – – –
WSTAM
977
Wilbanks Smith & Thomas Asset Management
Virginia
$2.24M +$219K +1,192 +11%
MHIM
978
MacNealy Hoover Investment Management
Ohio
$2.24M +$3.31K +18 +0.1%
CWM
979
Concert Wealth Management
California
$2.23M -$635K -3,481 -22%
FWM
980
Focused Wealth Management
New York
$2.22M -$128K -694 -5%
BCM
981
Breithorn Capital Management
New York
$2.21M +$9.2K +50 +0.4%
NSIM
982
North Star Investment Management
Illinois
$2.21M -$365K -1,982 -14%
FPTW
983
Franklin, Parlapiano, Turner & Welch
Texas
$2.2M +$63.9K +347 +3%
MCM
984
Manchester Capital Management
Vermont
$2.19M +$103K +557 +5%
GIM
985
Grassi Investment Management
California
$2.18M -$19.3K -105 -0.9%
KFS
986
KMS Financial Services
Washington
$2.18M -$92.2K -501 -4%
PCM
987
Palouse Capital Management
Washington
$2.17M -$59.1K -321 -3%
WWM
988
Willingdon Wealth Management
North Carolina
$2.17M +$16.2K +88 +0.8%
BOTW
989
Bank of the West
California
$2.16M +$44.2K +240 +2%
RMCM
990
Reynders McVeigh Capital Management
Massachusetts
$2.16M -$14.4K -78 -0.7%
SAG
991
Sterne Agee Group
Alabama
$2.16M -$385K -2,093 -15%
GP
992
Girard Partners
Pennsylvania
$2.16M -$119K -648 -5%
LC
993
Lilley & Co
Michigan
$2.16M -$177K -962 -8%
KA
994
Kerrisdale Advisers
Florida
$2.15M -$4.43M -24,089 -67%
MCM
995
Maryland Capital Management
Maryland
$2.14M -$125K -677 -5%
HAI
996
Hennessy Advisors Inc
California
$2.14M +$539K +2,929 +34%
SFSG
997
Stearns Financial Services Group
North Carolina
$2.13M +$50.6K +275 +2%
Envestnet Asset Management
998
Envestnet Asset Management
Illinois
$2.12M +$193K +1,046 +10%
IC
999
InterOcean Capital
Illinois
$2.12M +$589K +3,201 +38%
HDIM
1000
Hanson & Doremus Investment Management
Vermont
$2.12M -$67.9K -369 -3%
38 39
40
41 42