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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
1
Fidelity Investments
Massachusetts
$2.31B
2
Grantham, Mayo, Van Otterloo & Co (GMO)
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.69B
3
Barclays
3
Barclays
United Kingdom
$446M
4
LBA
4
Letko, Brosseau & Associates
Quebec, Canada
$194M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$372M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.56B
2
O
2
OppenheimerFunds
New York
$0
3
Renaissance Technologies
3
Renaissance Technologies
New York
$120M
4
Deutsche Bank
4
Deutsche Bank
Germany
$497M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
101
Ohio Public Employees Retirement System (OPERS)
Ohio
$164M -$3.59M -20,007 -2%
PAM
102
Panagora Asset Management
Massachusetts
$163M -$67.1M -373,957 -29%
State of Tennessee, Department of Treasury
103
State of Tennessee, Department of Treasury
Tennessee
$162M -$4.97M -27,719 -3%
Chevy Chase Trust
104
Chevy Chase Trust
Maryland
$162M -$1.39M -7,776 -0.9%
TGCM
105
Tukman Grossman Capital Management
California
$160M +$20.7M +115,374 +15%
BCIM
106
British Columbia Investment Management
British Columbia, Canada
$159M -$9.37M -52,243 -6%
KeyBank National Association
107
KeyBank National Association
Ohio
$157M -$3.25M -18,115 -2%
Credit Agricole
108
Credit Agricole
France
$154M -$58.4M -325,661 -27%
VOYA Investment Management
109
VOYA Investment Management
Georgia
$153M -$287M -1,601,100 -65%
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$152M +$11.2M +62,473 +8%
JFL
111
Jarislowsky, Fraser Ltd
Quebec, Canada
$152M +$36.4M +202,919 +31%
EVM
112
Eaton Vance Management
Massachusetts
$144M -$148M -827,664 -51%
American Century Companies
113
American Century Companies
Missouri
$143M -$96.8M -539,688 -40%
FI
114
Focused Investors
California
$142M +$10.8M +60,250 +8%
CA
115
Commerzbank Aktiengesellschaft
Germany
$142M -$114M -672,444 -44%
Ninety One (UK)
116
Ninety One (UK)
United Kingdom
$142M +$13.7M +76,593 +11%
GIA
117
Gateway Investment Advisers
Ohio
$141M -$9.94M -55,436 -7%
Luther King Capital Management (LKCM)
118
Luther King Capital Management (LKCM)
Texas
$140M -$2.19M -12,224 -2%
GT
119
Glenmede Trust
Pennsylvania
$134M +$9.46M +52,761 +8%
Retirement Systems of Alabama
120
Retirement Systems of Alabama
Alabama
$132M +$129K +722 +0.1%
Janus Henderson Group
121
Janus Henderson Group
United Kingdom
$130M -$8.29M -46,268 -6%
Barrow, Hanley, Mewhinney & Strauss
122
Barrow, Hanley, Mewhinney & Strauss
Texas
$129M -$11.3M -63,201 -8%
MLICM
123
Metropolitan Life Insurance Company (MetLife)
New York
$125M -$3.21M -17,884 -2%
IIS
124
Ignis Investment Services
United Kingdom
$121M +$121M +67,661 New
AI
125
Analytic Investors
California
$120M +$4.39M +24,499 +4%
3 4
5
6 7