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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
Fidelity Investments
Massachusetts
$2.31B
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.69B
3
Barclays
Barclays
United Kingdom
$446M
4
LBA
Letko, Brosseau & Associates
Quebec, Canada
$194M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$372M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.56B
2
O
OppenheimerFunds
New York
$0
3
Renaissance Technologies
Renaissance Technologies
New York
$120M
4
Deutsche Bank
Deutsche Bank
Germany
$497M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
176
HL Financial Services
Kentucky
$67.7M +$8.4M +46,849 +14%
TSU
177
TD Securities (USA)
New York
$67.5M +$1.42M +7,909 +2%
GG
178
Gofen & Glossberg
Illinois
$66.9M -$335K -1,870 -0.5%
Mawer Investment Management
179
Mawer Investment Management
Alberta, Canada
$66.4M -$5.68M -31,799 -8%
JPMPWA
180
J.P. Morgan Private Wealth Advisors
California
$66M -$2.68M -14,964 -4%
USAA
181
United Services Automobile Association
Texas
$65.1M -$30.4M -169,653 -32%
NTCOC
182
Northern Trust Company of Connecticut
Connecticut
$64.3M +$1.93M +10,750 +3%
KBC Group
183
KBC Group
Belgium
$64M +$1.23M +6,866 +2%
B
184
Baird
Wisconsin
$63.8M -$1.95M -10,897 -3%
Nuveen Asset Management
185
Nuveen Asset Management
Illinois
$61.4M -$437K -2,436 -0.7%
Macquarie Group
186
Macquarie Group
Australia
$60.4M +$2.43M +13,543 +4%
ASRS
187
Arizona State Retirement System
Arizona
$60.3M -$2.66M -14,853 -4%
BNP Paribas Asset Management
188
BNP Paribas Asset Management
France
$60.2M -$14M -78,122 -19%
KCM
189
Kames Capital Management
United Kingdom
$58.4M -$15.1M -84,205 -21%
CCM
190
Check Capital Management
California
$57.8M +$4.82M +26,877 +9%
ProShare Advisors
191
ProShare Advisors
Maryland
$57.5M +$26.9M +149,897 +88%
HNB
192
Huntington National Bank
Ohio
$57.5M -$882K -4,921 -2%
Commonwealth Equity Services
193
Commonwealth Equity Services
Massachusetts
$56.9M +$1.44M +8,015 +3%
TAM
194
Tiverton Asset Management
Delaware
$56.3M +$18.8M +104,600 +50%
SAC
195
Smith Affiliated Capital
New York
$56.3M -$55.6M – –
CGI
196
CI Global Investments
California
$55.7M +$55.7M +310,871 New
HIMCH
197
Hartford Investment Management Co (HIMCO)
Connecticut
$55.5M -$4.07M -22,692 -7%
PRO
198
Pensioenfonds Rail & OV
Netherlands
$55.1M – – –
EA
199
Euclid Advisors
Connecticut
$54.4M -$3.75M -20,920 -6%
FAF
200
Fjarde Ap-fonden
Sweden
$54.4M -$4.36M -24,287 -7%
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