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IBM
IBM

Overview Fund Activity

1,665 hedge funds and large institutions have $118B invested in IBM in 2013 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 630 increasing their positions, 749 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,665
Holders Change
+5
Holders Change %
+0.3%
% of All Funds
54.01%
Holding in Top 10
284
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-14.97%
% of All Funds
9.21%
New
78
Increased
630
Reduced
749
Closed
59
Calls
$2.01B
Puts
$2.08B
Net Calls
-$70.2M
Net Calls Change
+$35.1M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$461M
2
Renaissance Technologies
Renaissance Technologies
New York
+$320M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$219M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$216M
5
Deutsche Bank
Deutsche Bank
Germany
+$190M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$660M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
-$300M
3
Capital World Investors
Capital World Investors
California
-$250M
4
EVM
Eaton Vance Management
Massachusetts
-$239M
5
SAC
Smith Affiliated Capital
New York
-$210M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAI
1101
Hennessy Advisors Inc
California
$1.57M +$1.57M +8,891 New
TCM
1102
Tradition Capital Management
New Jersey
$1.57M – – –
CCA
1103
Catalyst Capital Advisors
New York
$1.57M +$486K +2,748 +45%
FCFC
1104
First Commonwealth Financial Corp
Pennsylvania
$1.57M -$39K -220 -2%
CWP
1105
Capital Wealth Planning
Florida
$1.56M +$1.56M +8,837 New
CCM
1106
Carderock Capital Management
Maryland
$1.56M -$1.13M -6,390 -42%
BFG
1107
Beacon Financial Group
Texas
$1.56M +$1.56M +8,741 New
BDF
1108
Balasa Dinverno & Foltz
$1.56M -$31.7K -179 -2%
TL
1109
Tirschwell & Loewy
New York
$1.56M – – –
SAA
1110
Southeast Asset Advisors
Georgia
$1.55M +$470K +2,657 +43%
IIM
1111
Intact Investment Management
Quebec, Canada
$1.55M +$1.02M +5,753 +193%
AIM
1112
Acropolis Investment Management
Missouri
$1.55M +$41.4K +234 +3%
GIS
1113
Guardian Investor Services
New York
$1.55M -$29.6K -167 -2%
RC
1114
Roundview Capital
New Jersey
$1.54M -$1.21M -6,846 -44%
MC
1115
Middleton & Co
Massachusetts
$1.54M -$205K -1,156 -12%
FCIM
1116
Fairview Capital Investment Management
California
$1.53M -$10.8K -61 -0.7%
SCIA
1117
Sanibel Captiva Investment Advisers
Illinois
$1.52M +$147K +833 +11%
BKBG
1118
BHF Kleinwort Benson Group
Belgium
$1.51M -$327K -1,847 -18%
PFS
1119
Prospera Financial Services
Texas
$1.51M +$48.4K +272 +3%
NCM
1120
Noesis Capital Mangement
Florida
$1.51M -$40.7K -230 -3%
JWA
1121
JFS Wealth Advisors
Pennsylvania
$1.51M +$305K +1,722 +25%
EM
1122
Excalibur Management
Massachusetts
$1.5M +$504K +2,846 +50%
HAM
1123
Highstreet Asset Management
Ontario, Canada
$1.5M -$1.57M -8,851 -51%
WA
1124
WBH Advisory
Maryland
$1.49M -$566K -3,195 -28%
AAIM
1125
American Assets Investment Management
California
$1.48M -$370K -2,092 -20%
43 44
45
46 47