IBM icon

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 %
AIC
1426
Atlantic Investment Company
Georgia
$619K +$46.1K +257 +8%
BC
1427
Banced Corp
Illinois
$616K -$326K -1,819 -35%
ANBTV
1428
American National Bank & Trust (Virginia)
Virginia
$616K +$3.77K +21 +0.6%
KBG
1429
Kahn Brothers Group
New York
$616K – – –
PIA
1430
Peachtree Investment Advisors
Georgia
$615K +$615K +3,430 New
CCM
1431
Carlson Capital Management
Minnesota
$613K -$21.5K -120 -3%
BEAM
1432
Baker Ellis Asset Management
Washington
$612K -$9.32K -52 -1%
YP
1433
Yellowstone Partners
Idaho
$612K +$612K +3,414 New
SCM
1434
Steward Capital Management
Michigan
$610K – – –
GHAM
1435
Gilman Hill Asset Management
Connecticut
$606K -$148K -827 -20%
WCA
1436
Westover Capital Advisors
Delaware
$605K -$28.2K -157 -4%
CL
1437
CPWM LLC
Washington
$603K -$90.2K -503 -13%
CAS
1438
CTC Alternative Strategies
Illinois
$600K +$214K +1,194 +55%
FNBSF
1439
First National Bank Sioux Falls
South Dakota
$596K +$1.79K +10 +0.3%
CCM
1440
Coldstream Capital Management
Washington
$593K -$1.18M -6,592 -67%
RU
1441
RobecoSam USA
New York
$593K +$88.9K +496 +18%
AAM
1442
Autus Asset Management
Arizona
$587K -$61.8K -345 -10%
Carson Wealth (CWM LLC)
1443
Carson Wealth (CWM LLC)
Nebraska
$587K +$159K +889 +37%
FGP
1444
Foyston, Gordon, & Payne
Ontario, Canada
$586K – – –
BC
1445
Barnett & Company
Tennessee
$585K – – –
BL
1446
Bolton LP
Connecticut
$581K +$581K +3,243 New
VIMU
1447
Veritas Investment Management (UK)
United Kingdom
$580K – – –
ZTNA
1448
Zions Trust National Association
Utah
$578K – – –
VCM
1449
Vision Capital Management
Oregon
$578K – – –
CL
1450
Croft-Leominster
Maryland
$576K -$31.9K -178 -5%
56 57
58
59 60