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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 %
DCM
1051
Donaldson Capital Management
Indiana
$1.85M -$9.54M -53,186 -84%
PCTC
1052
Perkins Coie Trust Company
Washington
$1.85M +$1.85M +10,297 New
SCA
1053
Stonebridge Capital Advisors
Minnesota
$1.84M +$1.84M +10,232 New
HB
1054
Homrich & Berg
Georgia
$1.83M +$1.83M +10,227 New
SIM
1055
SSI Investment Management
California
$1.83M – – –
HCMNY
1056
Howard Capital Management (New York)
New York
$1.83M -$7.67M -42,774 -81%
CHAM
1057
Clear Harbor Asset Management
Connecticut
$1.83M -$33.7K -188 -2%
MIM
1058
Miller Investment Management
Pennsylvania
$1.81M – – –
WC
1059
Whitney & Co
New York
$1.81M +$339K +1,889 +23%
BO
1060
BRR OpCo
Ohio
$1.79M -$331K -1,845 -16%
WMSA
1061
Weiss Multi-Strategy Advisers
New York
$1.79M +$1.19M +6,621 +198%
PHS
1062
Pekin Hardy Strauss
Illinois
$1.79M +$71.4K +398 +4%
BSW
1063
Buckingham Strategic Wealth
Missouri
$1.79M +$98.6K +550 +6%
HIM
1064
Hermes Investment Management
United Kingdom
$1.78M -$900K -5,021 -34%
SC
1065
Saiers Capital
New York
$1.78M -$1.05M -5,857 -37%
MIC
1066
MU Investments Company
Japan
$1.77M +$18.6K +105 +1%
HPCM
1067
High Pointe Capital Management
Illinois
$1.75M -$432K -2,406 -20%
SCIA
1068
Sanibel Captiva Investment Advisers
Illinois
$1.75M +$211K +1,174 +14%
AB
1069
Atlas Brown
Kentucky
$1.75M -$6.28K -35 -0.4%
FLPIM
1070
F.L. Putnam Investment Management
Massachusetts
$1.75M -$261K -1,454 -13%
BBNB
1071
Baker Boyer National Bank
Washington
$1.75M -$9.33K -52 -0.5%
PAM
1072
Paradigm Asset Management
New York
$1.73M -$56.3K -314 -3%
Mariner
1073
Mariner
Kansas
$1.72M -$1.24M -6,927 -42%
IB
1074
Intrust Bank
Kansas
$1.72M -$53.1K -296 -3%
EHWM
1075
Eads & Heald Wealth Management
Georgia
$1.72M -$5.02K -28 -0.3%
41 42
43
44 45