IBM icon

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 %
EFSCE
1301
Enterprise Financial Services Corp (EFSC)
Missouri
$917K +$124K +694 +16%
ICOA
1302
Investment Centers of America
North Dakota
$916K -$168K -936 -15%
TYCC
1303
Texas Yale Capital Corp
Florida
$912K -$349K -1,943 -28%
DHFB
1304
Dixon Hubard Feinour & Brown
Virginia
$910K -$2.98M -16,608 -77%
PMG
1305
ProVise Management Group
Florida
$901K -$9.32K -52 -1%
CM
1306
Capital Management
Virginia
$901K +$326K +1,817 +57%
HCM
1307
Hutchinson Capital Management
California
$897K +$75.4K +420 +9%
CAM
1308
Cypress Asset Management
Texas
$895K +$41.4K +231 +5%
NCM
1309
Northroad Capital Management
New York
$893K -$127K -708 -12%
B
1310
BancorpSouth
Mississippi
$891K +$405K +2,259 +83%
JWM
1311
Jacobus Wealth Management
Wisconsin
$890K +$545K +3,037 +158%
PCMC
1312
Paragon Capital Management (Colorado)
Colorado
$889K -$74.4K -415 -8%
HCM
1313
Hillman Capital Management
Maryland
$889K +$20.8K +116 +2%
HWA
1314
Heritage Wealth Advisors
Virginia
$888K +$888K +4,951 New
Westfield Capital Management
1315
Westfield Capital Management
Massachusetts
$882K -$78.4M -437,262 -99%
HCM
1316
Hodges Capital Management
Texas
$875K -$581K -3,242 -40%
MBT
1317
Monroe Bank & Trust
Michigan
$874K +$14.9K +83 +2%
BAM
1318
Brave Asset Management
New Jersey
$874K +$874K +4,873 New
LW
1319
Linscomb Wealth
Texas
$872K -$108K -601 -11%
OSAM
1320
O'Shaughnessy Asset Management
Connecticut
$870K +$185K +1,034 +27%
KA
1321
KLCM Advisors
Wisconsin
$867K – – –
CPSAC
1322
Chas P. Smith & Associates (CPS)
Florida
$860K +$573K +3,197 +200%
GWM
1323
Greenwich Wealth Management
Connecticut
$855K +$383K +2,139 +81%
PCM
1324
Perritt Capital Management
Illinois
$852K -$9.33K -52 -1%
MWP
1325
MYCIO Wealth Partners
Pennsylvania
$850K -$32.1K -179 -4%
51 52
53
54 55