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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 %
PC
1776
Polar Capital
United Kingdom
– -$8.55K -48,253 Closed
MWNA
1777
Marshall Wace North America
New York
– -$6.64M -37,495 Closed
JCM
1778
JD Capital Management
Connecticut
– -$5.72M -32,321 Closed
CIA
1779
Covington Investment Advisors
Pennsylvania
– -$5.38M -30,383 Closed
MNA
1780
Manning & Napier Advisors
New York
– -$5.16M -29,131 Closed
AL
1781
Airain Ltd
Guernsey
– -$5.02M -28,379 Closed
SCA
1782
Stillwater Capital Advisors
Pennsylvania
– -$4.91M -27,740 Closed
AIA
1783
Affinity Investment Advisors
California
– -$4.49M -25,375 Closed
BHTS
1784
Bar Harbor Trust Services
Maine
– -$4M -22,594 Closed
Parallax Volatility Advisers
1785
Parallax Volatility Advisers
California
– -$3.97M -22,428 Closed
CIP
1786
Chartwell Investment Partners
Pennsylvania
– -$3.7M -20,920 Closed
ACM
1787
Alpha Capital Management
Texas
– -$3.26M -18,414 Closed
SGAM
1788
Smith Group Asset Management
Texas
– -$3.22M -18,173 Closed
Fidelity International
1789
Fidelity International
Bermuda
– -$3.19M -18,012 Closed
GCP
1790
GSA Capital Partners
United Kingdom
– -$3.08M -17,416 Closed
EGA
1791
Eagle Global Advisors
Texas
– -$3M -16,950 Closed
NCCM
1792
Nine Chapters Capital Management
New Jersey
– -$2.98M -16,841 Closed
Jennison Associates
1793
Jennison Associates
New York
– -$2.45M -13,816 Closed
SG
1794
Somerset Group
Minnesota
– -$2.15M -12,169 Closed
WSA
1795
Willow Street Advisors
Florida
– -$2.09M -11,779 Closed
SBAM
1796
Santa Barbara Asset Management
California
– -$1.82M -10,266 Closed
NIS
1797
National Investment Services
Wisconsin
– -$1.8M -10,159 Closed
MHI
1798
Miller Howard Investments
New York
– -$1.79M -10,106 Closed
DCM
1799
Dynamic Capital Management
Jersey
– -$1.67M -9,414 Closed
CWP
1800
Capital Wealth Planning
Florida
– -$1.56M -8,837 Closed
70 71
72
73 74