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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 %
B
251
BP
United Kingdom
$23.3M – – –
UCFA
252
United Capital Financial Advisors
Texas
$23.2M +$3.69M +24,028 +19%
Mitsubishi UFJ Asset Management
253
Mitsubishi UFJ Asset Management
Japan
$23.1M -$2.74M -17,683 -11%
OTPPB
254
Ontario Teachers' Pension Plan Board
Ontario, Canada
$22.8M -$3.25M -21,180 -12%
CBOA
255
Commonwealth Bank of Australia
Australia
$22.8M -$883K -5,758 -4%
TRSOTSOK
256
Teachers Retirement System of the State of Kentucky
Kentucky
$22.8M -$9.54M -62,185 -30%
CB
257
Community Bank
New York
$22.6M +$22.6M +147,468 New
ARTA
258
A.R.T. Advisors
New York
$22.2M +$22.2M +144,922 New
BC
259
Bruce & Co
Illinois
$22.2M +$3.21M +20,920 +17%
OC
260
Oppenheimer & Co
New York
$22.2M -$5.36M -34,961 -19%
GIM
261
Greylin Investment Management
Virginia
$22.2M +$925K +6,032 +4%
TGA
262
Trilogy Global Advisors
Florida
$22M -$603K -3,934 -3%
Macquarie Group
263
Macquarie Group
Australia
$21.9M -$15.4M -100,661 -41%
BCM
264
Bridgeway Capital Management
Texas
$21.9M +$1.48M +9,623 +7%
PI
265
Putnam Investments
Massachusetts
$21.7M -$12.1M -79,117 -36%
PI
266
PGGM Investments
Netherlands
$21.6M – – –
Federated Hermes
267
Federated Hermes
Pennsylvania
$21.6M +$151K +985 +0.7%
B
268
Baird
Wisconsin
$21.5M -$27.8M -181,056 -56%
EARNEST Partners
269
EARNEST Partners
Georgia
$21.3M -$528K -3,440 -2%
SCM
270
SKBA Capital Management
California
$21.3M +$947K +6,171 +5%
WT
271
Whittier Trust
California
$21.2M -$1.74M -11,318 -8%
HIMC
272
Heritage Investors Management Corp
Maryland
$20.9M +$988K +6,441 +5%
SAM
273
Sentinel Asset Management
Vermont
$20.8M -$882K -5,753 -4%
ERSOT
274
Employees Retirement System of Texas
Texas
$20.6M -$6.96M -45,397 -25%
OA
275
Oak Associates
Ohio
$20.4M +$217K +1,412 +1%
9 10
11
12 13