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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 %
MA
1151
Marshwinds Advisory
Georgia
$1.35M -$18.6K -105 -1%
CBU
1152
CIBC Bank USA
Illinois
$1.35M -$11.5M -64,692 -89%
BSWMG
1153
Barrington Strategic Wealth Management Group
Illinois
$1.34M +$141K +799 +12%
BCM
1154
Becker Capital Management
Oregon
$1.33M – – –
SIG
1155
Schaller Investment Group
North Carolina
$1.33M – – –
SCM
1156
SOL Capital Management
Maryland
$1.33M -$13.1K -74 -1%
GCM
1157
Grisanti Capital Management
New York
$1.33M +$858K +4,850 +184%
FMWA
1158
Forvis Mazars Wealth Advisors
Missouri
$1.32M +$292K +1,646 +28%
SCP
1159
Seizert Capital Partners
Michigan
$1.32M -$61.1K -345 -4%
NCM
1160
Narwhal Capital Management
Georgia
$1.32M -$780K -4,403 -37%
PFBT
1161
Parkside Financial Bank & Trust
Missouri
$1.32M -$324K -1,831 -20%
RB
1162
Rodgers Brothers
Pennsylvania
$1.31M +$37K +209 +3%
TCOTO
1163
Trust Company of the Ozarks
Missouri
$1.3M – – –
IT
1164
Independence Trust
Tennessee
$1.3M -$15K -85 -1%
SAM
1165
Solaris Asset Management
New York
$1.3M – – –
WIC
1166
Woodmont Investment Counsel
Tennessee
$1.3M +$905K +5,109 +230%
SAM
1167
Symphony Asset Management
California
$1.27M -$1.27M -7,169 -50%
RHJA
1168
Rice Hall James & Associates
California
$1.27M – – –
WCM
1169
Wisconsin Capital Management
Wisconsin
$1.27M -$363K -2,050 -22%
CCP
1170
Clarkston Capital Partners
Michigan
$1.26M +$301K +1,700 +31%
TCMG
1171
TSP Capital Management Group
New Jersey
$1.26M -$1.29M – –
CC
1172
Cornerstone Capital
California
$1.26M +$1.26M +7,105 New
WA
1173
Whitebox Advisors
Minnesota
$1.26M +$1.26M +7,102 New
BP
1174
Ballentine Partners
Massachusetts
$1.25M +$266K +1,503 +27%
TCM
1175
Telos Capital Management
California
$1.24M -$118K -664 -9%
45 46
47
48 49