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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
$137M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.84B
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$279M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$386M

Top Sellers

1
State Street
State Street
Massachusetts
$10.5B
2
BIT
BlackRock Institutional Trust
California
$4.88B
3
Citigroup
Citigroup
New York
$253M
4
Ameriprise
Ameriprise
Minnesota
$441M
5
N
Natixis
France
$29.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DHFB
1126
Dixon Hubard Feinour & Brown
Virginia
$1.43M +$496K +2,695 +53%
SCM
1127
SOL Capital Management
Maryland
$1.42M -$3.68K -20 -0.3%
FMWA
1128
Forvis Mazars Wealth Advisors
Missouri
$1.41M +$70.6K +384 +5%
MM
1129
Meridian Management
Arkansas
$1.41M -$2.29M -12,457 -62%
NERM
1130
New England Research & Management
Illinois
$1.4M -$976K -5,304 -41%
PCA
1131
Peddock Capital Advisors
Massachusetts
$1.4M – – –
CS
1132
Cannell & Spears
New York
$1.39M -$25.2K -137 -2%
MIC
1133
Meridian Investment Counsel
California
$1.39M -$207K -1,124 -13%
SBWM
1134
Sunflower Bank Wealth Management
Arizona
$1.39M -$49.1K -267 -3%
BCM
1135
Becker Capital Management
Oregon
$1.39M – – –
DCM
1136
Donaldson Capital Management
Indiana
$1.39M -$510K -2,772 -27%
FCH
1137
Freestone Capital Holdings
Washington
$1.38M -$3.5K -19 -0.3%
FHC
1138
First Houston Capital
Texas
$1.38M -$28.9K -157 -2%
TYCC
1139
Texas Yale Capital Corp
Florida
$1.37M +$433K +2,354 +46%
TCM
1140
Telos Capital Management
California
$1.36M -$76.6K -416 -5%
SIG
1141
Schaller Investment Group
North Carolina
$1.36M – – –
SAM
1142
Solaris Asset Management
New York
$1.35M – – –
DMC
1143
Drexel Morgan & Co
Pennsylvania
$1.34M – – –
Mariner
1144
Mariner
Kansas
$1.33M -$437K -2,374 -25%
OPTFSNA
1145
Old Point Trust & Financial Services N A
Virginia
$1.33M – – –
QC
1146
QCM Cayman
Texas
$1.32M +$329K +1,789 +33%
GIA
1147
Granite Investment Advisors
New Hampshire
$1.32M -$168K -912 -11%
RHJA
1148
Rice Hall James & Associates
California
$1.32M -$3.87K -21 -0.3%
KCPG
1149
Kavar Capital Partners Group
Kansas
$1.31M +$96.4K +524 +8%
TCMG
1150
TSP Capital Management Group
New Jersey
$1.31M -$1.29M – –
44 45
46
47 48