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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 %
FIM
1326
Fruth Investment Management
Texas
$849K – – –
BEC
1327
Blue Edge Capital
Virginia
$844K +$844K +4,707 New
CEI
1328
Clark Estates Inc
New York
$844K – – –
BII
1329
Bainco International Investors
Massachusetts
$844K – – –
CI
1330
Cowen Inc
New York
$844K – – –
VIP
1331
Vantage Investment Partners
Missouri
$842K +$37.1K +207 +5%
EAM
1332
Evanson Asset Management
California
$840K +$840K +4,685 New
SFA
1333
Sequoia Financial Advisors
Ohio
$835K +$835K +4,659 New
SFU
1334
Stonehage Fleming (UK)
United Kingdom
$834K +$834K +4,651 New
SSWM
1335
Smith Salley Wealth Management
North Carolina
$831K +$3.77K +21 +0.5%
NA
1336
NSB Advisors
New York
$830K – – –
VNB
1337
Valley National Bancorp
New York
$830K +$830K +4,629 New
CPA
1338
Court Place Advisors
Maryland
$829K +$829K +4,622 New
KIA
1339
King Investment Advisors
Texas
$825K – – –
WG
1340
Welch Group
Alabama
$825K +$27.8K +155 +3%
CC
1341
Cornerstone Capital
California
$824K -$450K -2,510 -35%
SFG
1342
SNS Financial Group
Minnesota
$824K +$360K +2,007 +78%
KIA
1343
Kopp Investment Advisors
Minnesota
$823K +$65.3K +364 +9%
KF
1344
Kopp Funds
Wisconsin
$823K +$823K +4,589 New
SAM
1345
SignalPoint Asset Management
Missouri
$820K +$274K +1,529 +50%
TFO
1346
Tarbox Family Office
California
$809K +$809K +4,512 New
ICM
1347
IronBridge Capital Management
Illinois
$808K -$143K -796 -15%
PA
1348
Planning Alternatives
Michigan
$805K +$805K +4,743 New
STI
1349
Susquehanna Trust & Investment
Pennsylvania
$796K +$32.1K +179 +4%
DDPIC
1350
Deroy & Devereaux Private Investment Counsel
Michigan
$790K – – –
52 53
54
55 56