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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 %
ASN
1626
Advisory Services Network
Georgia
$290K +$290K +1,618 New
SCA
1627
SAC Capital Advisors
Connecticut
$285K -$6.32M -35,240 -96%
BC
1628
BMI Capital
New York
$285K -$5.69M -31,772 -95%
ST
1629
Sentinel Trust
Texas
$282K -$186K -1,035 -40%
NSCM
1630
New South Capital Management
Tennessee
$281K – – –
HCM
1631
Highlander Capital Management
New Jersey
$279K – – –
PFC
1632
Phocas Financial Corp
California
$279K -$5.26M -29,385 -95%
AIM
1633
Arcadia Investment Management
Michigan
$279K – – –
RP
1634
Riverbridge Partners
Minnesota
$276K +$179 +1 +0.1%
NEPWA
1635
New England Private Wealth Advisors
Massachusetts
$271K +$19K +106 +8%
GAG
1636
GM Advisory Group
New York
$271K +$271K +1,510 New
GA
1637
Glenhill Advisors
New York
$269K -$2.96M -16,502 -92%
CAM
1638
CMT Asset Management
Illinois
$269K -$716K -3,998 -73%
ZF
1639
Zhang Financial
Michigan
$266K – – –
HC
1640
Hourglass Capital
Texas
$263K – – –
CAMI
1641
Concord Asset Management (Illinois)
Illinois
$262K -$6.91M -38,453 -96%
OCG
1642
Opus Capital Group
Ohio
$262K +$262K +1,463 New
WI
1643
Wedgewood Investors
Pennsylvania
$260K – – –
Rafferty Asset Management
1644
Rafferty Asset Management
New York
$259K +$259K +1,442 New
RWM
1645
Rench Wealth Management
Texas
$259K +$259K +1,446 New
HTHT
1646
Hemenway Trust Hemenway Trust
New Hampshire
$257K +$58.8K +328 +30%
FA
1647
Financial Advantage
Maryland
$254K +$86.6K +483 +52%
WI
1648
WHV Investments
California
$253K -$228K -1,271 -47%
TCM
1649
TD Capital Management
Tennessee
$251K -$90.2K -503 -26%
BAM
1650
Boyar Asset Management
New York
$248K – – –
64 65
66
67 68