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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 %
OMCS
1001
Old Mutual Customised Solutions
South Africa
$2.16M – – –
HCM
1002
Harvey Capital Management
Florida
$2.16M +$1.22M +6,799 +130%
BCM
1003
Breithorn Capital Management
New York
$2.15M +$9.51K +53 +0.4%
GIM
1004
Grassi Investment Management
California
$2.14M – – –
HDIM
1005
Hanson & Doremus Investment Management
Vermont
$2.13M +$22.6K +126 +1%
EM
1006
Excalibur Management
Massachusetts
$2.13M +$604K +3,370 +40%
RMCM
1007
Reynders McVeigh Capital Management
Massachusetts
$2.12M +$180K +1,006 +9%
PMFA
1008
Plante Moran Financial Advisors
Michigan
$2.12M -$22.1K -123 -1%
WWM
1009
Willingdon Wealth Management
North Carolina
$2.1M +$2.1M +11,717 New
CC
1010
Columbia Capital
California
$2.1M +$11.3K +63 +0.5%
HR
1011
Howe & Rusling
New York
$2.08M +$179K +997 +9%
SSIA
1012
Spero-Smith Investment Advisers
Ohio
$2.08M -$66.5K -371 -3%
FAB
1013
First American Bank
Illinois
$2.08M -$6.1K -34 -0.3%
FPTW
1014
Franklin, Parlapiano, Turner & Welch
Texas
$2.08M +$110K +611 +6%
LI
1015
Longer Investments
Arkansas
$2.08M -$522K -2,913 -20%
SWM
1016
Segment Wealth Management
Texas
$2.07M +$74.6K +416 +4%
BOTW
1017
Bank of the West
California
$2.06M +$136K +756 +7%
NJBEST
1018
New Jersey Better Educational Savings Trust
New Jersey
$2.06M +$1.13M +6,276 +120%
P
1019
Pitcairn
Pennsylvania
$2.06M -$5.74K -32 -0.3%
WA
1020
Whitebox Advisors
Minnesota
$2.06M +$786K +4,382 +62%
FA
1021
FDx Advisors
Illinois
$2.04M -$322K -1,813 -14%
MCM
1022
Manchester Capital Management
Vermont
$2.03M -$1.74M -9,699 -46%
SFSG
1023
Stearns Financial Services Group
North Carolina
$2.03M -$9.14K -51 -0.4%
Kayne Anderson Rudnick Investment Management
1024
Kayne Anderson Rudnick Investment Management
California
$2.02M -$12.9M -71,770 -86%
BO
1025
Bank OZK
Arkansas
$2.01M -$938K -5,231 -32%
39 40
41
42 43