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

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.56B
2
O
OppenheimerFunds
New York
$0
3
Renaissance Technologies
Renaissance Technologies
New York
$120M
4
Deutsche Bank
Deutsche Bank
Germany
$497M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
1476
Capital Advisors Ltd
Ohio
$525K +$525K +2,927 New
DOA
1477
D'Orazio & Associates
Virginia
$525K +$525K +2,929 New
NL
1478
NWAM LLC
Washington
$524K -$7.71K -43 -1%
DAS
1479
Dynamic Advisor Solutions
Arizona
$524K +$524K +2,925 New
SDJVC
1480
St. Denis J. Villere & Co
Louisiana
$523K – – –
BIM
1481
Barton Investment Management
Pennsylvania
$523K – – –
VCM
1482
Vigilant Capital Management
Maine
$521K +$35.3K +197 +7%
PFS
1483
Prospera Financial Services
Texas
$515K -$1M -5,601 -66%
JIM
1484
Jensen Investment Management
Oregon
$510K +$180K +1,004 +55%
NFC
1485
Northeast Financial Consultants
Connecticut
$508K +$508K +2,834 New
Eagle Capital Management (New York)
1486
Eagle Capital Management (New York)
New York
$506K – – –
LG
1487
Laidlaw Group
New York
$505K -$16.1K -90 -3%
IFS
1488
Ifrah Financial Services
Arkansas
$505K +$505K +2,816 New
CIC
1489
Cornercap Investment Counsel
Georgia
$503K -$97.9K -546 -16%
NC
1490
NBW Capital
Massachusetts
$503K -$25.3K -141 -5%
WA
1491
WealthTrust Axiom
Pennsylvania
$498K -$38.7K -216 -7%
VCP
1492
Vista Capital Partners
Oregon
$498K +$359 +2 +0.1%
BCAM
1493
Boston Common Asset Management
Massachusetts
$497K -$22.4K -125 -4%
SA
1494
SRH Advisors
Kansas
$497K +$497K +2,772 New
BP
1495
BBR Partners
New York
$496K -$293K -1,635 -37%
CCM
1496
Carderock Capital Management
Maryland
$494K -$1.09M -6,074 -69%
RMC
1497
Regis Management Company
California
$490K -$86.2K -481 -15%
MPAM
1498
Murphy Pohlad Asset Management
Minnesota
$490K -$20.6K -115 -4%
AIP
1499
ARS Investment Partners
New York
$485K -$681K -3,799 -58%
SIM
1500
Sterling Investment Management
Arizona
$484K -$31.9K -178 -6%
58 59
60
61 62