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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 %
FHC
1151
First Houston Capital
Texas
$1.37M -$117K -654 -8%
GCM
1152
Grisanti Capital Management
New York
$1.37M +$26.3K +147 +2%
BIM
1153
Bridges Investment Management
Nebraska
$1.36M +$107K +597 +9%
PCA
1154
Peddock Capital Advisors
Massachusetts
$1.36M +$1.36M +7,604 New
RB
1155
Rodgers Brothers
Pennsylvania
$1.36M +$28.3K +158 +2%
CW
1156
Cobiz Wealth
Colorado
$1.36M -$288K -1,605 -18%
BCM
1157
Becker Capital Management
Oregon
$1.35M – – –
FCH
1158
Freestone Capital Holdings
Washington
$1.35M +$1.35M +7,529 New
EWM
1159
Elite Wealth Management
Washington
$1.34M +$799K +4,459 +149%
EA
1160
Emerald Advisers
Pennsylvania
$1.33M +$171K +952 +15%
PCM
1161
Palisade Capital Management
New Jersey
$1.33M +$375K +2,092 +39%
HT
1162
HighTower Trust
Texas
$1.33M +$846K +4,720 +176%
SIG
1163
Schaller Investment Group
North Carolina
$1.33M -$23.5K -131 -2%
PGA
1164
Portland Global Advisors
Maine
$1.32M +$161K +899 +14%
SAM
1165
Solaris Asset Management
New York
$1.32M – – –
DMC
1166
Drexel Morgan & Co
Pennsylvania
$1.31M +$46.1K +257 +4%
FMWA
1167
Forvis Mazars Wealth Advisors
Missouri
$1.3M -$38K -212 -3%
WIC
1168
Woodmont Investment Counsel
Tennessee
$1.3M -$14K -78 -1%
SCP
1169
Seizert Capital Partners
Michigan
$1.3M -$42.3K -236 -3%
OPTFSNA
1170
Old Point Trust & Financial Services N A
Virginia
$1.3M -$123K -686 -9%
TCMG
1171
TSP Capital Management Group
New Jersey
$1.29M -$1.26M – –
NCM
1172
Narwhal Capital Management
Georgia
$1.29M -$51.6K -288 -4%
RHJA
1173
Rice Hall James & Associates
California
$1.29M – – –
TCOT
1174
Trust Company of Toledo
Ohio
$1.28M +$94K +524 +8%
MIU
1175
Man Investments (UK)
United Kingdom
$1.28M -$1.3M -7,250 -50%
45 46
47
48 49