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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 %
GIBU
201
Gulf International Bank (UK)
United Kingdom
$54.3M +$54.3M +302,734 New
GF
202
Gabelli Funds
New York
$54M +$7.5M +41,840 +16%
CP
203
Coho Partners
Pennsylvania
$52.4M +$641K +3,575 +1%
BTW
204
Boston Trust Walden
Massachusetts
$52.3M -$3.61M -20,125 -6%
WT
205
Wilmington Trust
Delaware
$51.6M -$14.7K -82 -0%
DekaBank Deutsche Girozentrale
206
DekaBank Deutsche Girozentrale
Germany
$51M +$2.77M +15,617 +6%
SAM
207
Shell Asset Management
Netherlands
$50.2M -$11.8M -65,700 -19%
EIM
208
ExxonMobil Investment Management
Texas
$49.8M -$1.51M -8,427 -3%
Royal London Asset Management
209
Royal London Asset Management
United Kingdom
$49.3M -$12.4K -69 -0%
CB
210
Commerce Bank
Missouri
$48.3M -$217K -1,212 -0.4%
CI
211
Cincinnati Insurance
Ohio
$47.8M – – –
WF
212
Welch & Forbes
Massachusetts
$47.7M -$494K -2,757 -1%
AG
213
Aperio Group
California
$47.2M -$50.9M -287,227 Closed
M&T Bank
214
M&T Bank
New York
$46.8M -$1.05M -5,867 -2%
MSA
215
Mason Street Advisors
Wisconsin
$46.6M -$23.4M -130,519 -33%
ERSOT
216
Employees Retirement System of Texas
Texas
$46.1M -$6.79M -37,887 -13%
KFC
217
Klingenstein Fields & Co
New York
$45.6M -$850K -4,740 -2%
TGA
218
Trilogy Global Advisors
Florida
$45.1M +$13.1M +73,053 +41%
SC
219
Saturna Capital
Washington
$45.1M -$3.54M -19,767 -7%
EHC
220
Everett Harris & Co
California
$45.1M -$16.2M -90,390 -26%
DL
221
Delta Lloyd
Netherlands
$45M +$4.57M +25,502 +11%
RCM
222
Riverhead Capital Management
Delaware
$44.7M -$8.35M -46,545 -16%
HPC
223
HM Payson & Co
Maine
$44.5M +$903K +5,036 +2%
ARC
224
Absolute Return Capital
Massachusetts
$44.1M +$43.2M +240,876 +4,886%
IGIM
225
I.G. Investment Management
Manitoba, Canada
$43.9M -$16.1M -89,792 -27%
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