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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
1
Fidelity Investments
Massachusetts
$2.31B
2
Grantham, Mayo, Van Otterloo & Co (GMO)
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.69B
3
Barclays
3
Barclays
United Kingdom
$446M
4
LBA
4
Letko, Brosseau & Associates
Quebec, Canada
$194M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$372M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.56B
2
O
2
OppenheimerFunds
New York
$0
3
Renaissance Technologies
3
Renaissance Technologies
New York
$120M
4
Deutsche Bank
4
Deutsche Bank
Germany
$497M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
126
Renaissance Technologies
New York
$120M -$412M -2,295,028 -77%
SG Americas Securities
127
SG Americas Securities
New York
$119M -$161M -900,577 -57%
AII
128
AGF Investments Inc
Ontario, Canada
$119M -$40.7M -226,806 -26%
MIP
129
Mondrian Investment Partners
United Kingdom
$118M +$46M +256,584 +64%
Aviva
130
Aviva
United Kingdom
$116M -$1.28M -7,145 -1%
WRF
131
Waddell & Reed Financial
Kansas
$116M +$330K +1,841 +0.3%
PAMU
132
Pictet Asset Management (UK)
United Kingdom
$113M -$2.81M -15,666 -2%
BMO
133
Beck Mack & Oliver
New York
$112M +$18.9M +105,416 +20%
Los Angeles Capital Management
134
Los Angeles Capital Management
California
$111M +$12.8M +71,339 +13%
Artisan Partners
135
Artisan Partners
Wisconsin
$109M +$25.6M +142,557 +31%
Fifth Third Bancorp
136
Fifth Third Bancorp
Ohio
$107M -$3.34M -18,650 -3%
AQR Capital Management
137
AQR Capital Management
Connecticut
$106M -$8.95M -49,897 -8%
SB
138
Suntrust Banks
Georgia
$106M -$14.2M -78,954 -12%
Korea Investment Corp
139
Korea Investment Corp
South Korea
$105M +$20.5M +114,328 +24%
Brown Advisory
140
Brown Advisory
Maryland
$104M +$12.7M +70,859 +14%
Comerica Bank
141
Comerica Bank
Texas
$99.7M -$24.7M -137,848 -20%
JWBC
142
John W. Bristol & Co
New York
$98.7M -$3.91M -21,832 -4%
LBG
143
Lloyds Banking Group
United Kingdom
$97.7M +$6.77M +37,768 +7%
TG
144
TCW Group
California
$97.6M -$808K -4,508 -0.8%
SI
145
Scharf Investments
California
$96.9M +$95.9M +534,646 +9,458%
SC
146
Stralem & Co
New York
$96.8M -$5.94M -33,110 -6%
HCM
147
Holland Capital Management
Illinois
$96.5M +$370K +2,064 +0.4%
Aristotle Capital Management
148
Aristotle Capital Management
California
$96.1M +$14M +77,858 +17%
ACI
149
AMP Capital Investors
Australia
$95.6M +$8.96M +50,286 +10%
Capital World Investors
150
Capital World Investors
California
$93.8M -$93.8M -523,000 -50%
4 5
6
7 8