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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 %
TCM
1101
Tradition Capital Management
New Jersey
$1.6M +$10.4K +58 +0.7%
FMB
1102
Field & Main Bank
Kentucky
$1.58M +$1.58M +8,833 New
TL
1103
Tirschwell & Loewy
New York
$1.58M – – –
BOS
1104
Bank of Stockton
California
$1.58M -$77.5K -432 -5%
SAM
1105
Summit Asset Management
Tennessee
$1.57M -$86.3K -481 -5%
SC
1106
Savant Capital
Illinois
$1.57M -$41.1K -229 -3%
BDF
1107
Balasa Dinverno & Foltz
$1.57M -$9.69K -54 -0.6%
HRC
1108
Hoertkorn Richard Charles
$1.57M +$1.57M +8,760 New
AI
1109
Atria Investments
North Carolina
$1.56M -$123K -687 -7%
RIG
1110
Renaissance Investment Group
Massachusetts
$1.56M -$1.59M -8,885 -51%
HAI
1111
Hennessy Advisors Inc
California
$1.56M -$37.5K -209 -2%
MIC
1112
Meridian Investment Counsel
California
$1.56M +$1.56M +8,674 New
FCIM
1113
Fairview Capital Investment Management
California
$1.55M +$4.13K +23 +0.3%
GIS
1114
Guardian Investor Services
New York
$1.55M -$18.3K -102 -1%
MWAC
1115
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.55M -$2.35M -13,101 -60%
LMAM
1116
Legg Mason Asset Management
Japan
$1.54M -$1.28M -7,113 -45%
NA
1117
Navellier & Associates
Nevada
$1.54M +$448K +2,499 +41%
DAM
1118
Doheny Asset Management
California
$1.53M +$83.7K +467 +6%
BAM
1119
Berkshire Asset Management
Pennsylvania
$1.53M +$306K +1,708 +25%
IIM
1120
Intact Investment Management
Quebec, Canada
$1.51M -$56.3K -314 -4%
RC
1121
Roundview Capital
New Jersey
$1.51M -$56.3K -314 -4%
RHDIC
1122
R.H. Dinel Investment Counsel
California
$1.51M +$1.51M +8,410 New
AAIM
1123
American Assets Investment Management
California
$1.5M – – –
CSUI
1124
Cincinnati Specialty Underwriters Insurance
Ohio
$1.5M – – –
IC
1125
InterOcean Capital
Illinois
$1.49M +$1.49M +8,330 New
43 44
45
46 47