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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 %
SC
1076
Savant Capital
Illinois
$1.66M +$40.3K +219 +2%
AIM
1077
Acropolis Investment Management
Missouri
$1.65M +$214K +1,162 +15%
CYG
1078
Clean Yield Group
Vermont
$1.65M -$73.2K -398 -4%
HIC
1079
Hartline Investment Corp
Illinois
$1.64M -$1.7M -9,253 -51%
AIM
1080
Aspen Investment Management
Michigan
$1.64M -$39.7K -216 -2%
HFM
1081
Hartford Financial Management
Connecticut
$1.64M -$85.4K -464 -5%
Fuller & Thaler Asset Management
1082
Fuller & Thaler Asset Management
California
$1.64M -$57.8K -314 -3%
FMB
1083
Field & Main Bank
Kentucky
$1.63M +$6.81K +37 +0.4%
RCWMU
1084
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.62M +$1.62M +8,823 New
TL
1085
Tirschwell & Loewy
New York
$1.62M – – –
HRC
1086
Hoertkorn Richard Charles
$1.61M – – –
PGA
1087
Portland Global Advisors
Maine
$1.61M +$255K +1,386 +19%
1IA
1088
1834 Investment Advisors
Wisconsin
$1.6M -$120K -652 -7%
TCM
1089
Tradition Capital Management
New Jersey
$1.6M -$39K -212 -2%
FCFC
1090
First Commonwealth Financial Corp
Pennsylvania
$1.59M -$50.8K -276 -3%
SJIM
1091
St. Johns Investment Management
Florida
$1.59M +$1.59M +8,659 New
HC
1092
Highmount Capital
New York
$1.59M -$172K -934 -10%
MC
1093
Middleton & Co
Massachusetts
$1.58M -$165K -899 -9%
TA
1094
TBP Advisors
New York
$1.58M -$111K -601 -7%
DAM
1095
Doheny Asset Management
California
$1.57M – – –
OC
1096
Oarsman Capital
Wisconsin
$1.57M +$118K +639 +8%
FAM
1097
Fenimore Asset Management
New York
$1.56M +$39.4K +214 +3%
BDF
1098
Balasa Dinverno & Foltz
$1.56M -$53.4K -290 -3%
CCA
1099
Checchi Capital Advisers
California
$1.56M +$901K +4,897 +137%
DAM
1100
Delta Asset Management
Tennessee
$1.56M -$146K -795 -9%
42 43
44
45 46