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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 %
UFG
1401
United Fire Group
Iowa
$556K – – –
KT
1402
Kanaly Trust
Texas
$548K -$6.72K -38 -1%
SFM
1403
Signature Financial Management
Virginia
$543K – – –
SL
1404
Summitry LLC
California
$541K +$28.2K +159 +5%
MCWS
1405
McKinley Carter Wealth Services
West Virginia
$540K +$90.5K +511 +20%
SAM
1406
SignalPoint Asset Management
Missouri
$539K +$539K +3,044 New
BFA
1407
Beaumont Financial Advisors
Massachusetts
$538K -$3.33M -18,837 -86%
WIS
1408
Wright Investors Service
Connecticut
$534K -$285K -1,614 -35%
JT
1409
Jump Trading
Illinois
$533K +$38.2K +216 +8%
EWM
1410
Elite Wealth Management
Washington
$530K -$317K -1,789 -37%
KS
1411
Karpas Strategies
Connecticut
$530K – – –
WA
1412
WealthTrust Axiom
Pennsylvania
$530K +$177 +1 +0%
SOAMC
1413
Spirit of America Management Corp
New York
$529K -$278K -1,569 -34%
FIB
1414
First Interstate Bank
Montana
$526K -$6.54M -36,976 -93%
NL
1415
NWAM LLC
Washington
$525K +$16.3K +92 +3%
AIA
1416
Arbor Investment Advisors
North Carolina
$524K +$12.2K +69 +2%
NES
1417
New England Securities
New York
$522K +$21.4K +121 +4%
NC
1418
NBW Capital
Massachusetts
$521K -$1.06K -6 -0.2%
YL
1419
YCG LLC
Texas
$518K – – –
JFA
1420
JNBA Financial Advisors
Minnesota
$518K +$15.4K +87 +3%
LD
1421
Lipe & Dalton
New York
$518K +$113K +638 +28%
BIM
1422
Barton Investment Management
Pennsylvania
$517K – – –
SDJVC
1423
St. Denis J. Villere & Co
Louisiana
$516K – – –
LG
1424
Laidlaw Group
New York
$514K -$13.6K -77 -3%
BCAM
1425
Boston Common Asset Management
Massachusetts
$513K – – –
55 56
57
58 59