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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 %
HH
1501
Hilltop Holdings
Texas
$479K +$71K +396 +17%
RAM
1502
Riggs Asset Management
Pennsylvania
$476K +$476K +2,656 New
WFMPM
1503
Woodley Farra Manion Portfolio Management
Indiana
$475K -$28.2K -157 -6%
HP
1504
HT Partners
Connecticut
$470K -$110K -612 -19%
NAM
1505
Needelman Asset Management
California
$468K -$139K -774 -23%
BFEC
1506
Benjamin F. Edwards & Company
Missouri
$468K -$3.77K -21 -0.8%
PM
1507
Penbrook Management
New York
$466K +$466K +2,599 New
HCM
1508
Harvest Capital Management
New Hampshire
$465K -$37.5K -209 -7%
AWA
1509
Arete Wealth Advisors
Illinois
$463K +$463K +2,580 New
WEC
1510
Winslow Evans & Crocker
Massachusetts
$460K +$460K +2,565 New
MA
1511
MCF Advisors
Kentucky
$457K +$160K +870 +54%
MCWS
1512
McKinley Carter Wealth Services
West Virginia
$455K -$92K -513 -17%
AC
1513
Alexandria Capital
Virginia
$450K -$25.3K -141 -5%
PWAP
1514
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$449K – – –
CFSG
1515
Community Financial Services Group
Vermont
$448K +$33.7K +188 +8%
AA
1516
ALPS Advisors
Colorado
$447K +$223K +1,318 +99%
FGA
1517
Flood Gamble Associates
New York
$445K -$78.1K -436 -15%
TSS
1518
Thomas Story & Son
Indiana
$443K – – –
BFPW
1519
BOK Financial Private Wealth
Colorado
$442K -$15.8K -88 -3%
Edgewood Management
1520
Edgewood Management
Connecticut
$437K -$206K -1,151 -32%
PO
1521
Private Ocean
California
$437K +$437K +2,439 New
FC
1522
FIC Capital
New York
$436K -$22.6K -126 -5%
FRM
1523
Foundation Resource Management
Arkansas
$435K -$1.97K -11 -0.5%
AWP
1524
Ascent Wealth Partners
New York
$433K +$433K +2,415 New
DBG
1525
De Burlo Group
Massachusetts
$431K -$18.6K -104 -4%
59 60
61
62 63