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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 %
OL
1001
Orbitronix LP
California
$2.12M +$192K +1,046 +10%
Marshall Wace
1002
Marshall Wace
United Kingdom
$2.12M +$2.12M +11,506 New
RIG
1003
Roosevelt Investment Group
New York
$2.11M -$2.12M -11,533 -50%
SSIA
1004
Spero-Smith Investment Advisers
Ohio
$2.11M -$27K -147 -1%
EM
1005
Excalibur Management
Massachusetts
$2.1M -$81.9K -445 -4%
LA
1006
Lau Associates
Delaware
$2.1M -$1.24M -6,760 -37%
HSA
1007
HBK Sorce Advisory
Pennsylvania
$2.1M +$51.2K +278 +3%
IIM
1008
Ipswich Investment Management
Massachusetts
$2.09M -$1.25M -6,787 -37%
SGH
1009
Schonfeld Group Holdings
New York
$2.09M +$2.09M +11,372 New
CNC
1010
Citizens & Northern Corp
Pennsylvania
$2.08M +$22.8K +124 +1%
SC
1011
Skylands Capital
Wisconsin
$2.08M -$972K -5,282 -32%
PMFA
1012
Plante Moran Financial Advisors
Michigan
$2.07M -$98.6K -536 -5%
WOC
1013
West Oak Capital
California
$2.05M +$19.3K +105 +1%
CCM
1014
Compton Capital Management
Rhode Island
$2.05M -$650K -3,533 -24%
AA
1015
Ancora Advisors
Ohio
$2.03M -$28.9K -157 -1%
RCAG
1016
Rehmann Capital Advisory Group
Michigan
$2.03M +$11.4K +62 +0.6%
PFBT
1017
Parkside Financial Bank & Trust
Missouri
$2.02M +$269K +1,461 +15%
BJL
1018
Brighton Jones LLC
Washington
$2.02M +$29.4K +160 +1%
WM
1019
WCG Management
New York
$2M +$1.27M +6,907 +173%
MCM
1020
Munder Capital Management
Michigan
$2M -$5.26M -28,566 -72%
ATC
1021
Adirondack Trust Company
New York
$2M +$278K +1,510 +16%
ANTB
1022
AMG National Trust Bank
Colorado
$1.99M +$1.03M +5,593 +107%
PTC
1023
Private Trust Company
Ohio
$1.99M -$226K -1,226 -10%
BSWMG
1024
Barrington Strategic Wealth Management Group
Illinois
$1.99M +$26K +141 +1%
DSAM
1025
Dock Street Asset Management
Florida
$1.98M -$1.4M -7,598 -41%
39 40
41
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