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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 %
BRWA
1251
B. Riley Wealth Advisors
Florida
$1.06M +$118K +660 +13%
GVT
1252
Genesee Valley Trust
New York
$1.06M -$97.5K -544 -8%
AP
1253
Atwood & Palmer
Missouri
$1.06M +$12.2K +68 +1%
Loomis, Sayles & Company
1254
Loomis, Sayles & Company
Massachusetts
$1.06M -$45.7K -255 -4%
FAM
1255
Fiduciary Asset Management
Missouri
$1.05M -$8.86M -49,424 -89%
CBU
1256
CIBC Bank USA
Illinois
$1.04M -$326K -1,815 -24%
RAM
1257
Redmond Asset Management
Virginia
$1.04M +$1.04M +5,820 New
BCM
1258
Brown Capital Management
Maryland
$1.04M -$5.38K -30 -0.5%
FCB
1259
First Citizens Bancorporation
South Carolina
$1.03M -$149K -831 -13%
MSS
1260
Mitchell Sinkler & Starr
Pennsylvania
$1.03M -$51.5K -287 -5%
AMG
1261
Asset Management Group
Connecticut
$1.03M +$1.03M +5,732 New
CCB
1262
Cutter & Co Brokerage
Missouri
$1.03M +$612K +3,413 +147%
NFG
1263
Nadler Financial Group
Illinois
$1.03M -$165K -920 -14%
BKBG
1264
BHF Kleinwort Benson Group
Belgium
$1.02M -$510K -2,849 -33%
SNBOSD
1265
Security National Bank of So Dak
Iowa
$1.02M +$13.3K +74 +1%
PIMJS
1266
PKO Investment Management Joint-Stock
Poland
$1.02M +$1.02M +5,682 New
CMANY
1267
Capital Management Associates (New York)
New York
$1.02M +$18.8K +105 +2%
MWM
1268
Modera Wealth Management
New Jersey
$1.01M +$4.31K +24 +0.4%
MCM
1269
Marathon Capital Management
Maryland
$1.01M +$897 +5 +0.1%
FMLI
1270
Fukoku Mutual Life Insurance
Japan
$1.01M -$2.38M -13,284 -70%
GKIM
1271
GW&K Investment Management
Massachusetts
$1.01M -$113K -628 -10%
AIM
1272
Avity Investment Management
Connecticut
$1.01M -$4.13K -23 -0.4%
JMFC
1273
J.M. Forbes & Co
Massachusetts
$1.01M -$130K -726 -11%
CCA
1274
Conestoga Capital Advisors
Pennsylvania
$998K – – –
PL
1275
Plancorp LLC
Missouri
$998K +$998K +5,564 New
49 50
51
52 53