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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 %
BFPW
1451
BOK Financial Private Wealth
Colorado
$452K +$185K +1,046 +69%
CTA
1452
Colonial Trust Advisors
South Carolina
$449K +$21.8K +123 +5%
DBG
1453
De Burlo Group
Massachusetts
$444K -$2.78M -15,690 -86%
PWAP
1454
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$444K -$13.1K -74 -3%
IFB
1455
iAB Financial Bank
Indiana
$444K +$97.1K +549 +28%
SCA
1456
Salient Capital Advisors
Texas
$439K -$46.4K -262 -10%
TSS
1457
Thomas Story & Son
Indiana
$437K – – –
FRM
1458
Foundation Resource Management
Arkansas
$432K – – –
GC
1459
Guardian Capital
Ontario, Canada
$426K – – –
Carson Wealth (CWM LLC)
1460
Carson Wealth (CWM LLC)
Nebraska
$423K +$423K +2,387 New
CIP
1461
Convergence Investment Partners
Florida
$422K -$4.95M -27,976 -92%
ACA
1462
Anchor Capital Advisors
Massachusetts
$421K +$108K +608 +34%
NAM
1463
Nichols Asset Management
Massachusetts
$420K -$64.9K -367 -13%
ODCM
1464
Old Dominion Capital Management
Virginia
$419K – – –
OSNBOA
1465
Old Second National Bank of Aurora
Illinois
$418K -$139K -784 -25%
CRC
1466
Curi RMB Capital
Illinois
$414K -$1.21M -6,847 -75%
HCM
1467
Hilton Capital Management
New York
$414K -$37K -209 -8%
CCM
1468
Chickasaw Capital Management
Tennessee
$412K +$19K +107 +5%
CFSG
1469
Community Financial Services Group
Vermont
$410K +$15.8K +89 +4%
CCB
1470
Cutter & Co Brokerage
Missouri
$410K +$17.7K +100 +5%
CCM
1471
Chilton Capital Management
Texas
$409K -$34.5K -195 -8%
KB
1472
Kimelman & Baird
New York
$409K +$143K +805 +54%
ESBC
1473
E.S. Barr & Co
Kentucky
$406K – – –
HH
1474
Hilltop Holdings
Texas
$403K +$82.4K +465 +26%
CWA
1475
Constellation Wealth Advisors
New York
$402K -$337K -1,904 -46%
57 58
59
60 61