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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 %
BP
1176
Ballentine Partners
Massachusetts
$1.28M +$15.1K +84 +1%
QIM
1177
Quantitative Investment Management
Virginia
$1.26M -$1.11M -6,172 -47%
SIC
1178
Schwartz Investment Counsel
Michigan
$1.24M -$3.76M -20,972 -75%
TT
1179
Tower Trust
Indiana
$1.24M +$48.8K +272 +4%
NAMP
1180
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.24M +$281K +1,569 +29%
DA
1181
Dillon & Associates
Michigan
$1.24M – – –
SIC
1182
Sigma Investment Counselors
Michigan
$1.24M -$395K -2,203 -24%
JCM
1183
Janney Capital Management
Pennsylvania
$1.23M -$718 -4 -0.1%
MHS
1184
M Holdings Securities
Oregon
$1.23M +$1.23M +6,869 New
NAMA
1185
Nikko Asset Management Americas
New York
$1.23M -$354K -1,987 -22%
GIM
1186
Goelzer Investment Management
Indiana
$1.23M -$2.33K -13 -0.2%
TCOTO
1187
Trust Company of the Ozarks
Missouri
$1.23M -$93.8K -523 -7%
AF
1188
Allworth Financial
California
$1.22M -$264K -1,473 -18%
PL
1189
Perpetual Ltd
Australia
$1.22M +$188K +1,046 +18%
SAM
1190
Silphium Asset Management
United Kingdom
$1.22M +$1.22M +6,799 New
SLA
1191
Silver Lake Advisory
Utah
$1.22M +$1.22M +6,780 New
KT
1192
Kanaly Trust
Texas
$1.21M +$657K +3,662 +118%
PIM
1193
Provident Investment Management
Michigan
$1.21M – – –
BA
1194
Bennicas & Associates
California
$1.21M -$221K -1,230 -15%
MGIA
1195
Moneta Group Investment Advisors
Missouri
$1.21M – – –
VDBMI
1196
Van Den Berg Management I
Texas
$1.21M +$1.21M +6,737 New
SAM
1197
Symphony Asset Management
California
$1.2M -$89.4K -498 -7%
CCM
1198
CrestPoint Capital Management
Missouri
$1.2M +$1.2M +6,694 New
HI
1199
Hudock Inc
Pennsylvania
$1.2M +$65.7K +366 +6%
TNB
1200
Thomasville National Bank
Georgia
$1.2M +$194K +1,080 +19%
46 47
48
49 50