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IBM
IBM

Overview Fund Activity

1,748 hedge funds and large institutions have $92.4B invested in IBM in 2014 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 477 increasing their positions, 907 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,748
Holders Change
+43
Holders Change %
+2.52%
% of All Funds
46.65%
Holding in Top 10
93
Holding in Top 10 Change
-82
Holding in Top 10 Change %
-46.86%
% of All Funds
2.48%
New
187
Increased
477
Reduced
907
Closed
124
Calls
$1.45B
Puts
$2.04B
Net Calls
-$586M
Net Calls Change
-$486M

Top Buyers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$12.3B
2
BTS
2
BB&T Securities
Virginia
$406M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$334M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$541M
5
AIG
5
American International Group
New York
$345M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$323M
2
DSA
2
Davis Selected Advisers
Arizona
$3.33M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$598M
4
Franklin Resources
4
Franklin Resources
California
$276M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.06B
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
226
MUFG Americas
New York
$27.9M -$2.16M -14,053 -7%
CTB
227
Country Trust Bank
Illinois
$27.7M +$72.1K +470 +0.3%
CIBC Private Wealth Group
228
CIBC Private Wealth Group
Georgia
$27.6M -$1.88M -12,287 -6%
BHWM
229
Bar Harbor Wealth Management
New Hampshire
$27.5M -$85K -554 -0.3%
KCM
230
Kornitzer Capital Management
Kansas
$27.3M -$469K -3,055 -2%
AAF
231
Andra AP-fonden
Sweden
$27.2M -$850K -5,544 -3%
COPPSERS
232
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$26.9M -$355K -2,316 -1%
Nomura Holdings
233
Nomura Holdings
Japan
$26.8M +$19.1M +123,158 +246%
VRS
234
Virginia Retirement Systems
Virginia
$26.6M -$18.4M -119,847 -41%
RFC
235
Regions Financial Corp
Alabama
$26.3M -$1.05M -6,856 -4%
URS
236
Utah Retirement Systems
Utah
$26.3M – – –
NSLI
237
Nan Shan Life Insurance
Taiwan
$26.1M – – –
Nomura Asset Management
238
Nomura Asset Management
Japan
$26.1M -$2.47M -16,130 -9%
SW
239
SVB Wealth
Massachusetts
$26M +$26M +169,773 New
WB
240
WesBanco Bank
West Virginia
$25.8M -$1.45M -9,480 -5%
Janney Montgomery Scott
241
Janney Montgomery Scott
Pennsylvania
$25.7M -$2.13M -13,856 -8%
FT
242
Fiduciary Trust
Massachusetts
$25.2M -$1.76M -11,470 -7%
SAM
243
Silvercrest Asset Management
New York
$25M -$1.52M -9,915 -6%
VDI
244
Vaughan David Investments
Illinois
$24.8M +$483K +3,147 +2%
CSIC
245
Clifford Swan Investment Counsel
California
$24.6M -$185K -1,209 -0.7%
CI
246
Conning Inc
Connecticut
$24.3M +$3.34M +21,803 +16%
LPL Financial
247
LPL Financial
California
$23.9M -$1.09M -7,136 -4%
BA
248
Bridgewater Associates
Connecticut
$23.6M -$3.87M -25,204 -14%
HTI
249
Hikari Tsushin Inc
Japan
$23.3M +$834K +5,439 +4%
SWITC
250
Stewart West Indies Trading Company
Colorado
$23.3M – – –
8 9
10
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