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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 %
NES
1526
New England Securities
New York
$429K -$99.8K -557 -19%
QSS
1527
Quantitative Systematic Strategies
Florida
$427K +$427K +2,398 New
ODCM
1528
Old Dominion Capital Management
Virginia
$425K – – –
FIM
1529
Fernwood Investment Management
Massachusetts
$422K +$422K +2,354 New
CIP
1530
Convergence Investment Partners
Florida
$420K -$7.35K -41 -2%
CTA
1531
Colonial Trust Advisors
South Carolina
$415K -$39.8K -222 -9%
HCM
1532
Hilton Capital Management
New York
$414K -$5.02K -28 -1%
FIG
1533
Fusion Investment Group
Pennsylvania
$413K +$413K +2,302 New
WPP
1534
Whalerock Point Partners
Rhode Island
$413K +$413K +2,310 New
ADBIC
1535
A.D. Beadell Investment Counsel
Wisconsin
$412K +$412K +2,301 New
ESBC
1536
E.S. Barr & Co
Kentucky
$411K – – –
1GA
1537
1st Global Advisors
Texas
$409K -$218K -1,217 -35%
CBT
1538
Central Bank & Trust
Kentucky
$406K -$2.12M -11,831 -84%
AHB
1539
Abner Herrman & Brock
New Jersey
$405K +$67.4K +379 +20%
BCM
1540
Brookstone Capital Management
Illinois
$404K +$404K +2,253 New
CPS
1541
Counsel Portfolio Services
Ontario, Canada
$403K – – –
RGC
1542
Roberts, Glore & Co
Illinois
$399K +$7.53K +42 +2%
WFG
1543
Windsor Financial Group
Minnesota
$398K -$3.51M -19,601 -90%
GC
1544
Guardian Capital
Ontario, Canada
$398K -$33.7K -188 -8%
CCM
1545
Chickasaw Capital Management
Tennessee
$398K -$19.2K -107 -5%
EIA
1546
Edgemoor Investment Advisors
Maryland
$398K +$60.3K +336 +18%
BC
1547
Brinker Capital
Pennsylvania
$396K +$31.5K +176 +9%
FTI
1548
Fiduciary Trust International
Massachusetts
$393K – – –
HI
1549
Hendershot Investments
Virginia
$392K +$42.2K +235 +12%
FC
1550
FCA Corp
Texas
$388K +$69.7K +389 +22%
60 61
62
63 64