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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 %
AA
1026
Ancora Advisors
Ohio
$2.01M -$285K -1,587 -12%
CNC
1027
Citizens & Northern Corp
Pennsylvania
$2.01M -$63.7K -355 -3%
CP
1028
Cinque Partners
California
$2M +$831K +4,638 +71%
HSA
1029
HBK Sorce Advisory
Pennsylvania
$1.99M -$17K -95 -0.8%
WOC
1030
West Oak Capital
California
$1.98M -$20.6K -115 -1%
RCAG
1031
Rehmann Capital Advisory Group
Michigan
$1.97M +$356K +1,985 +22%
WSTAM
1032
Wilbanks Smith & Thomas Asset Management
Virginia
$1.97M +$4.66K +26 +0.2%
WCM
1033
Weik Capital Management
Pennsylvania
$1.95M +$349K +1,945 +22%
BFG
1034
Beacon Financial Group
Texas
$1.94M +$378K +2,123 +24%
BJL
1035
Brighton Jones LLC
Washington
$1.94M +$680K +3,793 +54%
OA
1036
Outfitter Advisors
Virginia
$1.93M +$41.2K +230 +2%
HAM
1037
Highstreet Asset Management
Ontario, Canada
$1.93M +$413K +2,301 +27%
IAS
1038
IMA Advisory Services
Colorado
$1.93M +$11.3K +63 +0.6%
DSI
1039
Daiwa SB Investments
Japan
$1.91M -$107K -597 -5%
PPSG
1040
Princeton Portfolio Strategies Group
New Jersey
$1.91M – – –
BSWMG
1041
Barrington Strategic Wealth Management Group
Illinois
$1.91M +$552K +3,077 +41%
FMC
1042
First Merchants Corp
Indiana
$1.89M -$1.61K -9 -0.1%
WIC
1043
Wilkins Investment Counsel
Massachusetts
$1.88M -$5.56K -31 -0.3%
Envestnet Asset Management
1044
Envestnet Asset Management
Illinois
$1.88M -$19K -106 -1%
SIC
1045
Starr International Company
Switzerland
$1.88M – – –
OL
1046
Orbitronix LP
California
$1.88M +$1.5M +8,368 +400%
UBWV
1047
United Bank (West Virginia)
West Virginia
$1.87M -$18.8K -105 -1%
IIC
1048
Ironwood Investment Counsel
Arizona
$1.87M -$43K -240 -2%
FFC
1049
First Financial Corp
Indiana
$1.86M -$48.8K -272 -3%
TCM
1050
Tran Capital Management
California
$1.85M +$241K +1,344 +15%
40 41
42
43 44