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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 %
HC
1076
Highmount Capital
New York
$1.71M +$287K +1,600 +20%
SAA
1077
Southeast Asset Advisors
Georgia
$1.71M +$141K +784 +9%
MC
1078
Middleton & Co
Massachusetts
$1.7M +$147K +821 +9%
PFBT
1079
Parkside Financial Bank & Trust
Missouri
$1.7M +$368K +2,051 +28%
SCM
1080
Sterling Capital Management
North Carolina
$1.69M -$8.61K -48 -0.5%
GSBTD
1081
Glenview State Bank Trust Department
Illinois
$1.69M +$1.69M +9,435 New
JIM
1082
Jupiter Investment Management
United Kingdom
$1.69M -$11.4M -63,496 -87%
VAS
1083
Valicenti Advisory Services
New York
$1.69M -$50.2K -280 -3%
HFM
1084
Hartford Financial Management
Connecticut
$1.68M +$359 +2 +0%
1IA
1085
1834 Investment Advisors
Wisconsin
$1.68M -$1.67M -9,290 -50%
TWI
1086
Thomas White International
Illinois
$1.68M -$1.41M -7,875 -46%
ATC
1087
Adirondack Trust Company
New York
$1.68M +$33.7K +188 +2%
CYG
1088
Clean Yield Group
Vermont
$1.67M -$940K -5,241 -36%
PC
1089
Pecaut & Co
Iowa
$1.67M +$1.67M +9,330 New
SSG
1090
Summit Securities Group
New York
$1.67M -$431K -2,406 -21%
CFA
1091
Capstone Financial Advisors
Illinois
$1.67M +$1.67M +9,303 New
DAM
1092
Delta Asset Management
Tennessee
$1.66M -$81.6K -455 -5%
JWA
1093
JFS Wealth Advisors
Pennsylvania
$1.65M +$127K +710 +8%
Fuller & Thaler Asset Management
1094
Fuller & Thaler Asset Management
California
$1.65M – – –
TA
1095
TBP Advisors
New York
$1.65M -$66.7K -372 -4%
BT
1096
Bankers Trust
Iowa
$1.65M -$107K -595 -6%
AIM
1097
Aspen Investment Management
Michigan
$1.64M -$75.1K -419 -4%
MMCM
1098
Marque Millennium Capital Management
New York
$1.64M – – –
WA
1099
WBH Advisory
Maryland
$1.61M +$100K +559 +7%
FCFC
1100
First Commonwealth Financial Corp
Pennsylvania
$1.6M +$15.8K +88 +1%
42 43
44
45 46