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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 %
VWM
1351
Vector Wealth Management
Minnesota
$644K -$7.44K -42 -1%
NDSI
1352
Newman Dignan & Sheerar Inc
Rhode Island
$643K -$13.5K -76 -2%
OWP
1353
Obermeyer Wealth Partners
Colorado
$643K +$13.1K +74 +2%
FA
1354
FCG Advisors
New Jersey
$642K -$8.86K -50 -1%
AAM
1355
Autus Asset Management
Arizona
$641K -$42.5K -240 -6%
GIP
1356
Greatmark Investment Partners
Georgia
$640K – – –
RP
1357
Reinhart Partners
Wisconsin
$636K +$83.4K +471 +15%
Edgewood Management
1358
Edgewood Management
Connecticut
$635K – – –
WAM
1359
Winslow Asset Management
Ohio
$634K – – –
SAMNY
1360
Samsung Asset Management (New York)
New York
$630K -$1.06M -5,963 -63%
CB
1361
Cooke & Bieler
Pennsylvania
$629K -$55.6K -314 -8%
SFS
1362
Signator Financial Services
Massachusetts
$628K +$189K +1,067 +43%
CCM
1363
Carlson Capital Management
Minnesota
$627K +$196K +1,108 +46%
WCA
1364
Westover Capital Advisors
Delaware
$625K -$52.8K -298 -8%
SIG
1365
Sky Investment Group
Connecticut
$621K +$621K +3,505 New
KJHP
1366
K.J. Harrison & Partners
Ontario, Canada
$620K – – –
1GA
1367
1st Global Advisors
Texas
$619K -$30.3K -171 -5%
BEAM
1368
Baker Ellis Asset Management
Washington
$614K -$9.39K -53 -2%
AIM
1369
Acuity Investment Management
Ontario, Canada
$610K – – –
HCA
1370
Horan Capital Advisors
Ohio
$608K +$297K +1,679 +96%
KBG
1371
Kahn Brothers Group
New York
$608K – – –
ANBTV
1372
American National Bank & Trust (Virginia)
Virginia
$605K -$407K -2,298 -40%
SCM
1373
Steward Capital Management
Michigan
$602K – – –
CL
1374
Croft-Leominster
Maryland
$600K -$9.21K -52 -2%
NAM
1375
Needelman Asset Management
California
$599K – – –
53 54
55
56 57