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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 %
VWM
1401
Vector Wealth Management
Minnesota
$669K +$17.6K +98 +3%
BTNA
1402
Bremer Trust National Association
Minnesota
$667K -$21.7K -121 -3%
G
1403
GlobalBridge
Minnesota
$663K -$357K -1,991 -35%
SAM
1404
Strategy Asset Managers
California
$657K -$6.64K -37 -1%
KIM
1405
Karpus Investment Management
New York
$657K – – –
DA
1406
Dunvegan Associates
California
$656K -$66K -368 -9%
MCMT
1407
Moon Capital Management (Tennessee)
Tennessee
$656K – – –
VLKIM
1408
Van Lanschot Kempen Investment Management
Netherlands
$656K +$656K +3,661 New
MFBTD
1409
MB Financial Bank - Trust Department
Illinois
$653K -$102K -571 -14%
BBPWM
1410
Blue Bell Private Wealth Management
Pennsylvania
$653K +$653K +3,644 New
WA
1411
Waverly Advisors
Alabama
$652K -$10.4K -58 -2%
OWP
1412
Obermeyer Wealth Partners
Colorado
$651K – – –
CWM
1413
Cranbrook Wealth Management
Michigan
$647K +$647K +3,609 New
PAG
1414
Pinnacle Advisory Group
Maryland
$645K -$48.8K -272 -7%
SBWIC
1415
Schaper Benz & Wise Investment Counsel
Wisconsin
$643K -$42.1K -235 -6%
WAM
1416
Winslow Asset Management
Ohio
$643K – – –
MBT
1417
Montecito Bank & Trust
California
$643K +$52.4K +292 +9%
WA
1418
WESPAC Advisors
California
$642K +$122K +682 +24%
CCA
1419
Checchi Capital Advisers
California
$641K +$641K +3,575 New
GIP
1420
Greatmark Investment Partners
Georgia
$639K -$8.96K -50 -1%
HCA
1421
Horan Capital Advisors
Ohio
$638K +$22.1K +123 +4%
BFA
1422
Beaumont Financial Advisors
Massachusetts
$637K +$91.7K +511 +17%
PVWM
1423
Point View Wealth Management
New Jersey
$637K +$637K +3,550 New
BRM
1424
Boston Research & Management
Massachusetts
$636K -$45K -251 -7%
RIM
1425
Reliant Investment Management
Tennessee
$626K +$626K +3,494 New
55 56
57
58 59