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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 %
PL
1176
Plancorp LLC
Missouri
$1.22M +$198K +1,075 +19%
DA
1177
Dillon & Associates
Michigan
$1.22M -$48.1K -262 -4%
FFA
1178
Fragasso Financial Advisors
Pennsylvania
$1.22M +$1.29K +7 +0.1%
SCA
1179
Stonebridge Capital Advisors
Minnesota
$1.21M -$669K -3,636 -36%
RIG
1180
Renaissance Investment Group
Massachusetts
$1.21M -$386K -2,097 -24%
SIC
1181
Sigma Investment Counselors
Michigan
$1.21M -$58.9K -320 -5%
WKA
1182
Wilson Kemp & Associates
Michigan
$1.21M -$1.02M -5,557 -46%
KTC
1183
Kistler-Tiffany Companies
Pennsylvania
$1.21M +$29.4K +160 +2%
HIC
1184
Harvey Investment Company
Kentucky
$1.21M +$53K +288 +5%
IT
1185
Independence Trust
Tennessee
$1.21M +$67.4K +366 +6%
GCM
1186
Grisanti Capital Management
New York
$1.2M -$200K -1,088 -14%
BCB
1187
Brian C. Broderick
$1.2M – – –
MGIA
1188
Moneta Group Investment Advisors
Missouri
$1.2M -$38.5K -209 -3%
OIA
1189
Optimum Investment Advisors
Illinois
$1.2M +$53.2K +289 +5%
LWM
1190
LBA Wealth Management
Florida
$1.2M -$30.9K -168 -3%
TCOT
1191
Trust Company of Toledo
Ohio
$1.19M -$127K -690 -10%
B
1192
BancorpSouth
Mississippi
$1.19M +$274K +1,486 +30%
AWM
1193
Altavista Wealth Management
North Carolina
$1.18M +$46K +250 +4%
CPO
1194
Cerity Partners OCIO
New York
$1.18M -$5.15K -28 -0.4%
SNBOSCI
1195
Security National Bank of Sioux City Iowa
Iowa
$1.18M +$3.68K +20 +0.3%
PIM
1196
Provident Investment Management
Michigan
$1.18M -$62.6K -340 -5%
TNB
1197
Thomasville National Bank
Georgia
$1.18M -$51.9K -282 -4%
TIM
1198
Tortoise Investment Management
New York
$1.18M -$19.1K -104 -2%
CW
1199
Cobiz Wealth
Colorado
$1.17M -$221K -1,199 -16%
AIM
1200
Allen Investment Management
New York
$1.17M -$12.5K -68 -1%
46 47
48
49 50