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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 %
AHC
1801
Anderson Hoagland & Co
Missouri
– -$1.42M -8,012 Closed
WCM
1802
Wisconsin Capital Management
Wisconsin
– -$1.27M -7,157 Closed
Twin Tree Management
1803
Twin Tree Management
Texas
– -$1.06M -5,977 Closed
GCM
1804
Geneva Capital Management
Wisconsin
– -$869K -4,909 Closed
FM
1805
Forward Management
California
– -$813K -4,594 Closed
AIM
1806
Acuity Investment Management
Ontario, Canada
– -$610K -3,452 Closed
SIM
1807
Sadoff Investment Management
Wisconsin
– -$586K -3,308 Closed
DLCIG
1808
D.L. Carlson Investment Group
New Hampshire
– -$560K -3,164 Closed
JT
1809
Jump Trading
Illinois
– -$533K -3,011 Closed
SOAMC
1810
Spirit of America Management Corp
New York
– -$529K -2,989 Closed
FIB
1811
First Interstate Bank
Montana
– -$526K -2,972 Closed
SGH
1812
Schonfeld Group Holdings
New York
– -$379K -2,140 Closed
FAT
1813
First American Trust
California
– -$370K -2,091 Closed
I
1814
IberiaBank
Louisiana
– -$365K -2,060 Closed
IC
1815
IKOS CIF
Cyprus
– -$345K -1,949 Closed
BWM
1816
Braver Wealth Management
Massachusetts
– -$310K -1,752 Closed
STB
1817
S&T Bank
Pennsylvania
– -$307K -1,731 Closed
LKIM
1818
Lawson Kroeker Investment Management
Nebraska
– -$301K -1,700 Closed
SFP
1819
Santa Fe Partners
New Mexico
– -$289K -1,634 Closed
MMLI
1820
Massachusetts Mutual Life Insurance
Massachusetts
– -$282K -1,594 Closed
MS
1821
Madison Scottsdale
Arizona
– -$278K -1,569 Closed
TFCP
1822
Twin Focus Capital Partners
Massachusetts
– -$269K -1,517 Closed
EIM
1823
Essex Investment Management
Massachusetts
– -$268K -1,511 Closed
TAS
1824
TIFF Advisory Services
Pennsylvania
– -$259K -1,463 Closed
KAM
1825
Keeley Asset Management
Illinois
– -$256K -1,443 Closed
70 71 72
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