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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 %
OA
1376
Oxbow Advisors
Texas
$722K +$122K +680 +20%
AAM
1377
Aureus Asset Management
Massachusetts
$719K +$50.6K +282 +8%
MCM
1378
Monarch Capital Management
Indiana
$717K – – –
NIMI
1379
Natixis Investment Managers International
France
$713K -$32.8K -183 -4%
RC
1380
Reik & Co
New York
$713K – – –
CB
1381
Cooke & Bieler
Pennsylvania
$712K +$75.1K +419 +12%
WM
1382
WCG Management
New York
$712K +$712K +3,992 New
TRCT
1383
Tower Research Capital (TRC)
New York
$708K -$733K -4,086 -51%
BPCE
1384
Bank Pictet & Cie (Europe)
Germany
$707K +$707K +3,943 New
Citadel Advisors
1385
Citadel Advisors
Florida
$703K -$9.88M -55,060 -93%
LWI
1386
Long Wharf Investors
Massachusetts
$700K -$165K -922 -19%
KJHP
1387
K.J. Harrison & Partners
Ontario, Canada
$698K +$30K +157 +4%
NBC
1388
Neuberger Berman Canada
Ontario, Canada
$694K +$375K +2,092 +118%
IH
1389
IFC Holdings
Florida
$689K -$300K -1,700 -30%
JRP
1390
Jasper Ridge Partners
California
$689K – – –
SL
1391
Summitry LLC
California
$689K +$142K +794 +26%
LJHT
1392
Laurie J. Hall Trustee
$688K +$9.5K +53 +1%
HL
1393
HeadInvest LLC
Maine
$685K +$179 +1 +0%
WIC
1394
Wood Investment Counsel
Colorado
$683K -$18.8K -105 -3%
BHA
1395
Beech Hill Advisors
New York
$680K +$680K +3,792 New
LIM
1396
Lathrop Investment Management
Arkansas
$679K -$11.7K -65 -2%
VAM
1397
Visium Asset Management
New York
$677K -$358K -1,995 -35%
PIM
1398
Perkins Investment Management
Illinois
$677K -$897 -5 -0.1%
VCAM
1399
Valentine Capital Asset Management
California
$675K -$90.9K -507 -12%
FHC
1400
First Heartland Consultants
Missouri
$669K -$8.43K -47 -1%
54 55
56
57 58