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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 %
NPF
1226
Norris Perne & French
Michigan
$1.13M -$84.9K -474 -7%
HIC
1227
Harvey Investment Company
Kentucky
$1.13M – – –
PWM
1228
ParenteBeard Wealth Management
Pennsylvania
$1.12M +$7.17K +40 +0.6%
LIC
1229
Lodestar Investment Counsel
Illinois
$1.12M +$187K +1,046 +20%
MBE
1230
Michael B. Elefante
$1.12M – – –
EWA
1231
EP Wealth Advisors
California
$1.12M -$343K -1,915 -24%
OIA
1232
Optimum Investment Advisors
Illinois
$1.12M -$81.8K -456 -7%
SCM
1233
Salem Capital Management
Massachusetts
$1.11M -$28.2K -157 -2%
IT
1234
Independence Trust
Tennessee
$1.11M -$205K -1,145 -16%
SA
1235
Strategic Advisors
New York
$1.11M +$24.6K +137 +2%
WCM
1236
Wunderlich Capital Managemnt
Tennessee
$1.11M +$1.11M +6,216 New
AWM
1237
Altavista Wealth Management
North Carolina
$1.11M -$820K -4,571 -43%
DWM
1238
Destination Wealth Management
California
$1.11M +$21.7K +121 +2%
MIP
1239
Marietta Investment Partners
Wisconsin
$1.1M – – –
ACM
1240
Ashford Capital Management
Delaware
$1.1M -$56.1K -313 -5%
LBC
1241
Lawrence B. Cohen
$1.1M -$127K -706 -10%
SCP
1242
Sandhill Capital Partners
New York
$1.09M +$140K +783 +15%
GLI
1243
Guardian Life Insurance
New York
$1.09M -$1.26M -7,026 -54%
HF
1244
Hoxton Financial
West Virginia
$1.08M +$70.7K +394 +7%
SAM
1245
Sequent Asset Management
Texas
$1.08M – – –
BOS
1246
Bingham Osborn & Scarborough
California
$1.08M +$120K +670 +13%
TIA
1247
Tiemann Investment Advisors
California
$1.07M +$1.07M +5,964 New
FSA
1248
Franklin Street Advisors
North Carolina
$1.07M -$58.3K -325 -5%
AC
1249
Alley Company
Illinois
$1.07M -$19.2K -107 -2%
NGA
1250
Naples Global Advisors
Florida
$1.06M +$1.06M +5,931 New
48 49
50
51 52