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IBM
IBM

Overview Fund Activity

1,665 hedge funds and large institutions have $118B invested in IBM in 2013 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 630 increasing their positions, 749 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,665
Holders Change
+5
Holders Change %
+0.3%
% of All Funds
54.01%
Holding in Top 10
284
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-14.97%
% of All Funds
9.21%
New
78
Increased
630
Reduced
749
Closed
59
Calls
$2.01B
Puts
$2.08B
Net Calls
-$70.2M
Net Calls Change
+$35.1M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$461M
2
Renaissance Technologies
Renaissance Technologies
New York
+$320M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$219M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$216M
5
Deutsche Bank
Deutsche Bank
Germany
+$190M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$660M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
-$300M
3
Capital World Investors
Capital World Investors
California
-$250M
4
EVM
Eaton Vance Management
Massachusetts
-$239M
5
SAC
Smith Affiliated Capital
New York
-$210M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
1326
BSW Wealth Partners
Colorado
$718K -$37.2K -210 -5%
DA
1327
Dunvegan Associates
California
$713K -$23.2K -131 -3%
MCM
1328
Monarch Capital Management
Indiana
$708K – – –
CL
1329
CPWM LLC
Washington
$706K – – –
TSWM
1330
Triangle Securities Wealth Management
North Carolina
$705K +$15.9K +90 +2%
RC
1331
Reik & Co
New York
$704K – – –
WIC
1332
Wood Investment Counsel
Colorado
$692K -$35.2K -199 -5%
PAG
1333
Pinnacle Advisory Group
Maryland
$685K +$18.4K +104 +3%
LIM
1334
Lathrop Investment Management
Arkansas
$682K -$26.4K -149 -4%
JRP
1335
Jasper Ridge Partners
California
$681K -$278K -1,569 -29%
BTNA
1336
Bremer Trust National Association
Minnesota
$680K -$15.8K -89 -2%
HL
1337
HeadInvest LLC
Maine
$676K -$74.4K -420 -10%
SBWIC
1338
Schaper Benz & Wise Investment Counsel
Wisconsin
$676K +$52.7K +298 +8%
OSAM
1339
O'Shaughnessy Asset Management
Connecticut
$676K +$398K +2,249 +143%
FHC
1340
First Heartland Consultants
Missouri
$673K +$3.38K +19 +0.5%
BRM
1341
Boston Research & Management
Massachusetts
$673K +$5.49K +31 +0.8%
LJHT
1342
Laurie J. Hall Trustee
$670K – – –
PIM
1343
Perkins Investment Management
Illinois
$669K -$445K -2,511 -40%
AAM
1344
Aureus Asset Management
Massachusetts
$660K -$20.4K -115 -3%
SAM
1345
Strategy Asset Managers
California
$655K +$37K +209 +6%
WA
1346
Waverly Advisors
Alabama
$654K +$36.1K +204 +6%
PCMI
1347
Paradigm Capital Management Inc
New York
$650K – – –
KIM
1348
Karpus Investment Management
New York
$649K -$19.5K -110 -3%
MCMT
1349
Moon Capital Management (Tennessee)
Tennessee
$648K +$648K +3,658 New
LWM
1350
Lyons Wealth Management
Florida
$647K +$109K +618 +20%
52 53
54
55 56