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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 %
PFC
1201
Poplar Forest Capital
California
$1.17M -$21.2K -115 -2%
KLWA
1202
Kelly Lawrence W & Associates
California
$1.17M – – –
EWA
1203
EP Wealth Advisors
California
$1.16M +$16.4K +89 +1%
LCM
1204
LVM Capital Management
Michigan
$1.16M +$192K +1,046 +20%
WCM
1205
Wunderlich Capital Managemnt
Tennessee
$1.16M +$16.6K +90 +1%
LIC
1206
Lodestar Investment Counsel
Illinois
$1.16M +$9.57K +52 +0.8%
DWM
1207
Destination Wealth Management
California
$1.16M +$19.7K +107 +2%
AI
1208
Accredited Investors
Minnesota
$1.16M +$364K +1,977 +46%
CPR
1209
CSU Producer Resources
Ohio
$1.16M +$1.16M +6,276 New
FCCM
1210
First City Capital Management
Georgia
$1.15M -$16.2K -88 -1%
MVA
1211
Mount Vernon Associates
Maryland
$1.15M -$25K -136 -2%
BOS
1212
Bingham Osborn & Scarborough
California
$1.15M +$38.4K +209 +3%
BRWA
1213
B. Riley Wealth Advisors
Florida
$1.15M +$55.6K +302 +5%
SA
1214
Strategic Advisors
New York
$1.14M +$368 +2 +0%
SAM
1215
Sequent Asset Management
Texas
$1.14M +$31.5K +171 +3%
ANB
1216
Amarillo National Bank
Texas
$1.13M -$95.1K -517 -8%
WIC
1217
Woodmont Investment Counsel
Tennessee
$1.13M -$209K -1,138 -16%
MIP
1218
Marietta Investment Partners
Wisconsin
$1.13M – – –
NAMA
1219
Nikko Asset Management Americas
New York
$1.12M -$134K -733 -11%
ACM
1220
Ashford Capital Management
Delaware
$1.12M – – –
CCM
1221
CrestPoint Capital Management
Missouri
$1.12M -$111K -606 -9%
EA
1222
Emerald Advisers
Pennsylvania
$1.12M -$250K -1,360 -18%
SCP
1223
Sandhill Capital Partners
New York
$1.12M -$4.78K -26 -0.4%
NGA
1224
Naples Global Advisors
Florida
$1.11M +$15.6K +85 +1%
GLI
1225
Guardian Life Insurance
New York
$1.11M -$12.3K -67 -1%
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