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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
$1.92B
2
Renaissance Technologies
Renaissance Technologies
New York
$524M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$282M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$2.16B
5
Deutsche Bank
Deutsche Bank
Germany
$834M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
$2.45M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
$0
3
Capital World Investors
Capital World Investors
California
$185M
4
EVM
Eaton Vance Management
Massachusetts
$288M
5
SAC
Smith Affiliated Capital
New York
$55.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
JAMONY
1551
Jacob Asset Management of New York
California
$278K +$278K +1,569 New
SWA
1552
SFMG Wealth Advisors
Texas
$276K – – –
AW
1553
Alpha Windward
Massachusetts
$276K +$2.3K +13 +0.8%
HCM
1554
Highlander Capital Management
New Jersey
$276K – – –
AIM
1555
Arcadia Investment Management
Michigan
$275K – – –
CAI
1556
Capital Advisors Inc
Oklahoma
$273K +$7.44K +42 +3%
RP
1557
Riverbridge Partners
Minnesota
$272K – – –
TFCP
1558
Twin Focus Capital Partners
Massachusetts
$269K +$42.9K +242 +19%
EIM
1559
Essex Investment Management
Massachusetts
$268K – – –
VA
1560
Valmark Advisers
Ohio
$268K – – –
GI
1561
Glovista Investments
New Jersey
$268K – – –
ZF
1562
Zhang Financial
Michigan
$263K – – –
TAS
1563
TIFF Advisory Services
Pennsylvania
$259K – – –
HC
1564
Hourglass Capital
Texas
$259K – – –
WI
1565
Wedgewood Investors
Pennsylvania
$256K – – –
KAM
1566
Keeley Asset Management
Illinois
$256K +$256K +1,443 New
ANTB
1567
AMG National Trust Bank
Colorado
$252K -$37K -209 -13%
NEPWA
1568
New England Private Wealth Advisors
Massachusetts
$248K -$17.3K -98 -7%
SSA
1569
South Street Advisors
New York
$247K – – –
BAM
1570
Boyar Asset Management
New York
$245K – – –
NA
1571
Nottingham Advisors
New York
$243K +$7.6K +43 +3%
MAM
1572
Marquette Asset Management
Minnesota
$239K – – –
MLL
1573
Moody Lynn & Lieberson
Massachusetts
$236K +$236K +1,333 New
AA
1574
ALPS Advisors
Colorado
$235K +$235K +1,326 New
GBA
1575
Garrison Bradford & Associates
New York
$233K – – –
61 62
63
64 65