IBM icon

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 %
GIM
1151
Goelzer Investment Management
Indiana
$1.3M +$43.3K +235 +3%
SAM
1152
Symphony Asset Management
California
$1.3M +$67.4K +366 +5%
SAA
1153
Southeast Asset Advisors
Georgia
$1.3M -$460K -2,500 -26%
LI
1154
Longer Investments
Arkansas
$1.3M -$834K -4,534 -39%
KT
1155
Kanaly Trust
Texas
$1.28M +$37.9K +206 +3%
JCM
1156
Janney Capital Management
Pennsylvania
$1.28M +$15.6K +85 +1%
BP
1157
Ballentine Partners
Massachusetts
$1.28M -$32.8K -178 -2%
CFA
1158
Carroll Financial Associates
North Carolina
$1.28M +$67.6K +367 +6%
NAMP
1159
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.27M – – –
ARMT
1160
Amica Retiree Medical Trust
Rhode Island
$1.27M -$189K -1,025 -13%
SCP
1161
Seizert Capital Partners
Michigan
$1.27M -$67.4K -366 -5%
CFMC
1162
Curbstone Financial Management Corp
New Hampshire
$1.26M +$1.26M +6,857 New
MWAC
1163
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.26M -$327K -1,776 -21%
TT
1164
Tower Trust
Indiana
$1.26M -$13.2K -72 -1%
AF
1165
Allworth Financial
California
$1.26M +$3.68K +20 +0.3%
TCOTO
1166
Trust Company of the Ozarks
Missouri
$1.26M – – –
PL
1167
Perpetual Ltd
Australia
$1.25M – – –
WA
1168
Wheatland Advisors
Pennsylvania
$1.25M +$33.7K +183 +3%
LC
1169
Loews Corp
New York
$1.25M -$194K -1,055 -13%
CP
1170
Camelot Portfolios
Ohio
$1.25M +$54.5K +296 +5%
SLA
1171
Silver Lake Advisory
Utah
$1.25M +$1.84K +10 +0.1%
BCM
1172
Boyle Capital Management
Iowa
$1.24M +$4.79K +26 +0.4%
CCB
1173
Cutter & Co Brokerage
Missouri
$1.23M +$174K +943 +16%
CAM
1174
CMT Asset Management
Illinois
$1.23M +$952K +5,171 +344%
HI
1175
Hudock Inc
Pennsylvania
$1.23M -$4.05K -22 -0.3%
45 46
47
48 49