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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 %
BVDMP
1351
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$787K – – –
TSWM
1352
Triangle Securities Wealth Management
North Carolina
$787K +$73K +407 +10%
KFA
1353
Kays Financial Advisory
Georgia
$785K +$785K +4,378 New
FAM
1354
Formidable Asset Management
Ohio
$779K -$19.8K -117 -2%
CA
1355
Cortland Associates
Missouri
$778K – – –
FA
1356
FCG Advisors
New Jersey
$777K +$127K +710 +20%
TC
1357
Telemus Capital
Michigan
$776K -$145K -810 -16%
HCP
1358
Holt Capital Partners
Texas
$773K +$773K +4,310 New
AI
1359
Accredited Investors
Minnesota
$772K -$20.3K -113 -3%
CRM
1360
Cramer Rosenthal McGlynn
Connecticut
$772K -$11.8K -66 -2%
ST
1361
Spot Trading
Illinois
$758K -$1.24M -6,913 -62%
CC
1362
Curian Capital
Colorado
$756K -$17K -95 -2%
IFB
1363
iAB Financial Bank
Indiana
$756K +$306K +1,705 +68%
SMG
1364
Spectrum Management Group
Indiana
$756K +$756K +4,219 New
Verition Fund Management
1365
Verition Fund Management
Connecticut
$754K -$866K -4,831 -53%
HCA
1366
Harbour Capital Advisors
Virginia
$751K +$372K +2,076 +98%
IT
1367
Investors Trust
Texas
$748K -$1.22M -7,219 -62%
VHAM
1368
Van Hulzen Asset Management
California
$748K +$748K +4,172 New
CNAM
1369
Campbell Newman Asset Management
Wisconsin
$742K -$7.35M -40,987 -91%
PSC
1370
Prentiss Smith & Co
Vermont
$741K -$3.37M -18,803 -82%
I2I
1371
Insight 2811 Inc
Illinois
$734K -$54.9K -306 -7%
BWP
1372
BSW Wealth Partners
Colorado
$733K +$5.02K +28 +0.7%
KFA
1373
Kelleher Financial Advisors
New York
$732K – – –
GI
1374
Glovista Investments
New Jersey
$731K +$460K +2,563 +170%
BCM
1375
Boltwood Capital Management
California
$724K -$62.4K -348 -8%
53 54
55
56 57