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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 %
BWM
1026
Baystate Wealth Management
Massachusetts
$1.98M +$1.58M +8,598 +402%
PCTC
1027
Perkins Coie Trust Company
Washington
$1.97M +$69.6K +378 +4%
WCM
1028
Weik Capital Management
Pennsylvania
$1.96M -$41.4K -225 -2%
ICRM
1029
Insight Capital Research & Management
California
$1.96M -$707K -3,842 -26%
P
1030
Pitcairn
Pennsylvania
$1.95M -$159K -863 -8%
BO
1031
Bank OZK
Arkansas
$1.94M -$121K -657 -6%
TAM
1032
Trillium Asset Management
Massachusetts
$1.93M -$4.34M -23,615 -69%
SIC
1033
Starr International Company
Switzerland
$1.93M – – –
JGC
1034
J. Goldman & Co
New York
$1.93M +$1.93M +10,460 New
FFC
1035
First Financial Corp
Indiana
$1.91M – – –
IAS
1036
IMA Advisory Services
Colorado
$1.9M -$79K -429 -4%
PPSG
1037
Princeton Portfolio Strategies Group
New Jersey
$1.9M -$62.6K -340 -3%
TCM
1038
Tran Capital Management
California
$1.9M -$4.79K -26 -0.3%
OA
1039
Outfitter Advisors
Virginia
$1.9M -$88.5K -481 -4%
WC
1040
Whitney & Co
New York
$1.89M +$33.7K +183 +2%
UBWV
1041
United Bank (West Virginia)
West Virginia
$1.86M -$61.1K -332 -3%
HCMNY
1042
Howard Capital Management (New York)
New York
$1.84M -$38.7K -210 -2%
BBNB
1043
Baker Boyer National Bank
Washington
$1.84M +$46.2K +251 +3%
FAB
1044
First American Bank
Illinois
$1.83M -$305K -1,659 -14%
HIM
1045
Hermes Investment Management
United Kingdom
$1.83M – – –
BO
1046
BRR OpCo
Ohio
$1.83M -$10.9K -59 -0.6%
HPCM
1047
High Pointe Capital Management
Illinois
$1.8M – – –
NA
1048
Navellier & Associates
Nevada
$1.8M +$220K +1,197 +14%
TCM
1049
Texan Capital Management
Texas
$1.8M -$865K -4,700 -33%
WA
1050
Whitebox Advisors
Minnesota
$1.8M -$318K -1,726 -15%
40 41
42
43 44