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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 %
1832 Asset Management
151
1832 Asset Management
Ontario, Canada
$92.6M -$105M -586,312 -53%
DRZID
152
DePrince Race & Zollo Inc (DRZ)
Florida
$89.1M +$21.3M +118,575 +31%
TPSF
153
Texas Permanent School Fund
Texas
$88.6M -$7.44M -41,517 -8%
SI
154
Sentry Investments
Ontario, Canada
$87.4M +$16.5M +91,943 +23%
Public Employees Retirement Association of Colorado
155
Public Employees Retirement Association of Colorado
Colorado
$86.6M -$22.2M -123,869 -20%
FMI
156
Factory Mutual Insurance
Massachusetts
$83.4M -$9.94M -55,438 -11%
NFA
157
Nationwide Fund Advisors
Ohio
$83.2M -$37.1M -206,688 -31%
MHC
158
Meyer Handelman Company
New York
$80.5M -$9.33K -52 -0%
KIG
159
Kovitz Investment Group
Illinois
$80.4M +$19.6M +109,063 +32%
BTS
160
BB&T Securities
Virginia
$80.1M +$10.7M +5,943 +15%
GC
161
Guggenheim Capital
Illinois
$79.4M +$13.6M +75,896 +21%
CCMH
162
Cornerstone Capital Management Holdings
New York
$78.6M -$6.52M -36,358 -8%
IRF
163
IBM Retirement Fund
New York
$78M -$2.81M -15,676 -3%
HTC
164
Haverford Trust Company
Pennsylvania
$75.1M -$1.59M -8,887 -2%
TH
165
TCTC Holdings
Texas
$74.9M +$1.84M +10,269 +3%
DAC
166
Dividend Assets Capital
South Carolina
$74.7M +$1.94M +10,795 +3%
Nisa Investment Advisors
167
Nisa Investment Advisors
Missouri
$71.6M -$3.12M -17,378 -4%
Public Sector Pension Investment Board (PSP Investments)
168
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$71.2M +$6.83M +38,074 +11%
FAM
169
Fred Alger Management
New York
$70.8M -$85.9M -478,982 -55%
LCOV
170
London Company of Virginia
Virginia
$70.6M +$18.5M +103,120 +36%
IG
171
ING Group
Netherlands
$70M +$57.3M +319,608 +453%
AIG
172
American International Group
New York
$68.9M +$1.73M +9,664 +3%
AAMU
173
Amundi Asset Management US
Massachusetts
$68.5M -$8.36M -46,593 -11%
T
174
Thomaspartners
Massachusetts
$68.4M +$15.6M +86,836 +29%
SIA
175
Sit Investment Associates
Minnesota
$68.3M -$32.7M -182,491 -32%
5 6
7
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