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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.

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
Fayez Sarofim & Co
2
Fayez Sarofim & Co
Texas
$345M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.69B
4
Barclays
4
Barclays
United Kingdom
$446M
5
LBA
5
Letko, Brosseau & Associates
Quebec, Canada
$194M

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 Market Value Shares Shares
Change 		Shares
Change %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$12.8B 68,121,984 – –
State Street
2
State Street
Massachusetts
$11B 58,843,759 -851,809 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.4B 55,509,611 +405,609 +0.7%
BIT
4
BlackRock Institutional Trust
California
$5.02B 26,750,425 -926,487 -3%
State Farm Mutual Automobile Insurance
5
State Farm Mutual Automobile Insurance
Illinois
$3.12B 16,651,892 – –
Northern Trust
6
Northern Trust
Illinois
$2.85B 15,214,114 -232,634 -2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$2.65B 14,130,864 -1,347,823 -9%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$2.31B 12,308,579 +1,921,286 +18%
BFA
9
BlackRock Fund Advisors
California
$2.04B 10,864,775 +333,215 +3%
Grantham, Mayo, Van Otterloo & Co (GMO)
10
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.69B 8,999,935 +1,368,118 +18%
Norges Bank
11
Norges Bank
Norway
$1.57B 8,344,701 -753,174 -8%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$1.56B 8,328,034 -3,311,341 -28%
Bank of America
13
Bank of America
North Carolina
$1.51B 8,074,194 -609,258 -7%
Wells Fargo
14
Wells Fargo
California
$1.45B 7,739,136 -112,730 -1%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$1.41B 7,498,245 +163,120 +2%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$1.38B 7,338,355 +372,738 +5%
BG
17
BlackRock Group
United Kingdom
$1.34B 7,136,838 -418,212 -6%
TCIM
18
TIAA CREF Investment Management
New York
$1.19B 6,361,978 -179,132 -3%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$1.15B 6,123,650 -46,815 -0.8%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$996M 5,308,626 -1,225,736 -19%
Franklin Resources
21
Franklin Resources
California
$945M 5,037,778 +245,002 +5%
Legal & General Group
22
Legal & General Group
United Kingdom
$923M 4,918,904 +9,654 +0.2%
Morgan Stanley
23
Morgan Stanley
New York
$781M 4,161,543 -581,446 -12%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$768M 4,094,135 -117,006 -3%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$728M 3,881,929 -503,854 -11%
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