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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 %
FAM
1126
Fenimore Asset Management
New York
$1.48M +$8.43K +47 +0.6%
ACI
1127
Advance Capital I
Michigan
$1.48M +$259K +1,443 +21%
EA
1128
Elm Advisors
California
$1.48M +$1.48M +8,230 New
SCM
1129
Sterneck Capital Management
Missouri
$1.47M +$1.47M +8,196 New
TIA
1130
Trust Investment Advisors
Indiana
$1.47M +$1.47M +8,185 New
CCA
1131
Cobblestone Capital Advisors
New York
$1.47M -$562K -3,135 -28%
IIM
1132
Ironwood Investment Management
Massachusetts
$1.45M +$23.3K +130 +2%
BAM
1133
Banta Asset Management
California
$1.45M -$8.97K -50 -0.6%
GIA
1134
GHP Investment Advisors
Colorado
$1.45M -$7.17K -40 -0.5%
GIA
1135
Granite Investment Advisors
New Hampshire
$1.45M -$167K -933 -10%
SCA
1136
Salient Capital Advisors
Texas
$1.43M +$988K +5,512 +222%
AT
1137
Acadia Trust
Maine
$1.43M -$31K -173 -2%
FPCM
1138
Financial Partners Capital Management
New York
$1.43M +$1.43M +7,953 New
ARMT
1139
Amica Retiree Medical Trust
Rhode Island
$1.42M +$1.42M +7,923 New
SAMC
1140
Shinko Asset Management Company
Japan
$1.42M -$84.3K -470 -6%
OC
1141
Oarsman Capital
Wisconsin
$1.41M +$32.1K +179 +2%
LC
1142
Loews Corp
New York
$1.41M – – –
RFA
1143
Reilly Financial Advisors
California
$1.41M -$5.81M -32,433 -81%
AIM
1144
Acropolis Investment Management
Missouri
$1.4M -$163K -910 -10%
SBWM
1145
Sunflower Bank Wealth Management
Arizona
$1.4M – – –
TCM
1146
Telos Capital Management
California
$1.4M +$141K +789 +11%
SCM
1147
SOL Capital Management
Maryland
$1.39M +$41.3K +230 +3%
CS
1148
Cannell & Spears
New York
$1.38M -$4.84K -27 -0.3%
EI
1149
EDMP Inc
Florida
$1.38M +$1.38M +7,688 New
BJ
1150
Brouwer & Janachowski
California
$1.37M +$1.37M +7,657 New
44 45
46
47 48