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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 %
AAMU
276
Amundi Asset Management US
Massachusetts
$20.3M -$28.7M -187,133 -59%
PWLP
277
Prio Wealth Limited Partnership
Massachusetts
$20.2M -$2.28M -14,835 -10%
BKBG
278
BHF Kleinwort Benson Group
Belgium
$20.1M +$4.02M +26,219 +25%
ACM
279
Azimuth Capital Management
Michigan
$20.1M +$506K +3,296 +3%
AL
280
AJO LP
Pennsylvania
$19.8M +$19M +123,774 +2,415%
DADC
281
D.A. Davidson & Co
Montana
$19.6M +$1.12M +7,310 +6%
Connor, Clark & Lunn Investment Management (CC&L)
282
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$19.6M -$8.55M -55,752 -30%
Dodge & Cox
283
Dodge & Cox
California
$19.5M -$611K -3,984 -3%
LS
284
Livforsakringsbolaget Skandia
Sweden
$19.5M -$5.94M -38,702 -23%
BC
285
Bartlett & Co
Ohio
$19.4M -$1.89M -12,352 -9%
LCS
286
Levin Capital Strategies
New York
$19.3M +$60.3K +393 +0.3%
SC
287
Sculptor Capital
New York
$19.2M +$9.04M +58,911 +89%
ECM
288
Estabrook Capital Management
New York
$19.1M -$1.69M -11,021 -8%
MI
289
Markston International
New York
$18.9M -$403K -2,626 -2%
Creative Planning
290
Creative Planning
Kansas
$18.8M +$260K +1,694 +1%
Asset Management One
291
Asset Management One
Japan
$18.7M -$2.15M -14,004 -10%
WAM
292
World Asset Management
Michigan
$18.7M -$3.78M -24,653 -17%
LTFS
293
Ladenburg Thalmann Financial Services
Florida
$18.5M +$6.5M +42,416 +54%
GIA
294
Guyasuta Investment Advisors
Pennsylvania
$18.5M +$11.8K +77 +0.1%
MSU
295
Mizuho Securities USA
New York
$18.4M -$9.47M -61,738 -34%
FTIOP
296
Fiduciary Trust International of Pennsylvania
Pennsylvania
$18.3M -$1.17M -7,606 -6%
Calamos Advisors
297
Calamos Advisors
Illinois
$18.2M +$2.88M +18,780 +19%
NMERB
298
New Mexico Educational Retirement Board
New Mexico
$18M -$1.88M -12,238 -9%
GH
299
GAM Holding
Switzerland
$18M -$831K -5,420 -4%
T
300
TOBAM
France
$18M +$18M +117,138 New
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