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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 %
CIC
351
Canal Insurance Company
South Carolina
$13.3M – – –
KFC
352
Klingenstein Fields & Co
New York
$13.1M -$16.1M -105,111 -55%
RMDI
353
R.M. Davis Inc
Maine
$13.1M -$850K -5,545 -6%
William Blair & Company
354
William Blair & Company
Illinois
$13M -$2.67M -17,392 -17%
DP
355
Dearborn Partners
Illinois
$13M +$285K +1,855 +2%
BG
356
Bahl & Gaynor
Ohio
$12.9M -$5.12M -33,349 -28%
RHBC
357
R.H. Bluestein & Co
Michigan
$12.9M +$1.39M +9,089 +12%
GAM
358
Griffin Asset Management
New York
$12.9M -$763K -4,974 -6%
ABTD
359
Arvest Bank Trust Division
Oklahoma
$12.7M +$200K +1,291 +2%
NB
360
NBT Bank
New York
$12.7M -$305K -1,989 -2%
SC
361
Scotia Capital
Ontario, Canada
$12.7M +$4.19M +27,337 +49%
MIM
362
Montgomery Investment Management
Maryland
$12.7M +$3.93M +25,596 +45%
ZIC
363
ZWJ Investment Counsel
Georgia
$12.6M -$3.84M -25,013 -23%
PGFC
364
Peapack-Gladstone Financial Corp
New Jersey
$12.5M -$3.65M -23,816 -23%
O
365
OppenheimerFunds
New York
$12.4M +$12.4M +80,709 New
FCI
366
Financial Counselors Inc
Kansas
$12.2M +$1.64M +10,678 +16%
BBA
367
BLB&B Advisors
Pennsylvania
$12M -$665K -4,337 -5%
CCC
368
Chelsea Counsel Company
California
$12M -$298K -1,943 -2%
CTC
369
Central Trust Company
Missouri
$12M -$3.13M -20,378 -21%
SEI Investments
370
SEI Investments
Pennsylvania
$11.9M +$11.9M +77,647 New
LCM
371
Logan Capital Management
Pennsylvania
$11.9M – – –
NCCM
372
Nine Chapters Capital Management
New Jersey
$11.8M +$8.44M +55,020 +252%
MBI
373
Montrusco Bolton Investments
Quebec, Canada
$11.8M -$10.3M -67,177 -47%
IEFM
374
IQ EQ Fund Management
Ireland
$11.8M +$11.8M +76,718 New
Alyeska Investment Group
375
Alyeska Investment Group
Illinois
$11.7M +$11.7M +76,476 New
13 14
15
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