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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 %
MIM
1751
Marco Investment Management
Georgia
$5.99K -$197 -1,098 -3%
MRCM
1752
M&R Capital Management
New Jersey
$4.63K -$200 -1,114 -4%
GC
1753
Globeflex Capital
California
$4K – – –
PFM
1754
PacWest Financial Management
Arizona
$3.27K -$60 -332 -2%
NDSI
1755
Newman Dignan & Sheerar Inc
Rhode Island
$609 -$42 -235 -6%
WTB
1756
Washington Trust Bank
Washington
$451 -$4.52M -25,528 Closed
O
1757
OppenheimerFunds
New York
– -$433M -2,445,693 Closed
WA
1758
WestEnd Advisors
North Carolina
– -$139M -782,887 Closed
Boston Partners
1759
Boston Partners
Massachusetts
– -$88.7M -500,989 Closed
UIM
1760
USS Investment Management
United Kingdom
– -$62.9M -355,500 Closed
WCM
1761
Wedge Capital Management
North Carolina
– -$44M -248,260 Closed
NAM
1762
NorthCoast Asset Management
Connecticut
– -$40.8M -230,650 Closed
AI
1763
Axiom Investors
Connecticut
– -$36.6M -206,878 Closed
GMI
1764
Greystone Managed Investments
Saskatchewan, Canada
– -$34.5M -194,838 Closed
Primecap Management
1765
Primecap Management
California
– -$33.8M -191,104 Closed
Capital Fund Management (CFM)
1766
Capital Fund Management (CFM)
France
– -$31M -174,827 Closed
VAM
1767
Vontobel Asset Management
New York
– -$26.9M -151,882 Closed
SCM
1768
Sigma Capital Management
Connecticut
– -$20.4M -115,060 Closed
CC
1769
Carlson Capital
Texas
– -$18.9M -106,865 Closed
SCM
1770
Stevens Capital Management
Pennsylvania
– -$14.5M -81,943 Closed
MSU
1771
Maple Securities USA
New Jersey
– -$11.5M -65,029 Closed
CI
1772
Cooper Investors
Australia
– -$9.91M -55,988 Closed
PP
1773
PDT Partners
New York
– -$9.4M -53,110 Closed
TH
1774
Timber Hill
Connecticut
– -$8.89M -50,213 Closed
PRCM
1775
Pine River Capital Management
Minnesota
– -$8.63M -48,725 Closed
69 70
71
72 73