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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 %
CIC
1376
Cornercap Investment Counsel
Georgia
$594K +$38.8K +219 +7%
OA
1377
Oxbow Advisors
Texas
$593K – – –
WMSA
1378
Weiss Multi-Strategy Advisers
New York
$593K +$115K +648 +24%
FNBSF
1379
First National Bank Sioux Falls
South Dakota
$587K – – –
SIM
1380
Sadoff Investment Management
Wisconsin
$586K +$171K +963 +41%
PAS
1381
Partnervest Advisory Services
California
$584K -$7.79K -44 -1%
MBT
1382
Montecito Bank & Trust
California
$583K -$16.3K -92 -3%
FGP
1383
Foyston, Gordon, & Payne
Ontario, Canada
$579K – – –
BC
1384
Barnett & Company
Tennessee
$578K -$26.2K -148 -4%
SFI
1385
SPC Financial Inc
Maryland
$574K -$34.7K -196 -6%
TT
1386
Tiedemann Trust
Delaware
$573K -$370K -2,092 -39%
HP
1387
HT Partners
Connecticut
$572K -$2.44M -13,780 -81%
VIMU
1388
Veritas Investment Management (UK)
United Kingdom
$572K – – –
RPA
1389
Rock Point Advisors
Vermont
$571K +$1.06K +6 +0.2%
VCM
1390
Vision Capital Management
Oregon
$570K -$13.5M -76,085 -96%
ZTNA
1391
Zions Trust National Association
Utah
$570K +$40.3K +228 +8%
AIA
1392
Alerus Investment Advisors
Minnesota
$569K – – –
RMC
1393
Regis Management Company
California
$569K +$1.77K +10 +0.3%
CM
1394
Capital Management
Virginia
$568K -$46.4K -262 -8%
PCMF
1395
Private Capital Management (Florida)
Florida
$567K – – –
LIA
1396
LBMC Investment Advisors
Tennessee
$566K – – –
AIC
1397
Atlantic Investment Company
Georgia
$565K – – –
HW
1398
Hancock Whitney
Mississippi
$564K -$10.6M -59,928 -95%
PHAM
1399
Palisades Hudson Asset Management
Florida
$561K – – –
DLCIG
1400
D.L. Carlson Investment Group
New Hampshire
$560K -$376K -2,124 -40%
54 55
56
57 58