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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 %
SMI
376
Shelter Mutual Insurance
Missouri
$11.6M – – –
1832 Asset Management
377
1832 Asset Management
Ontario, Canada
$11.5M +$1.96M +12,863 +21%
MIHAS
378
Maj Invest Holding A/S
Denmark
$11.5M +$158K +1,033 +1%
CPIM
379
Columbia Partners Investment Management
Virginia
$11.3M +$1.84M +11,974 +19%
PAM
380
Palisade Asset Management
Minnesota
$11.2M -$682K -4,448 -6%
RMA
381
Roffman Miller Associates
Pennsylvania
$11.1M +$244K +1,592 +2%
LSERS
382
Louisiana State Employees Retirement System
Louisiana
$11.1M -$305K -1,987 -3%
CCT
383
Country Club Trust
Missouri
$11.1M -$342K -2,231 -3%
ARMC
384
American Research & Management Company
Massachusetts
$11M -$108K -701 -1%
SBCM
385
Schwerin Boyle Capital Management
Massachusetts
$11M -$645K -4,205 -6%
KRS
386
Kentucky Retirement Systems
Kentucky
$11M -$603K -3,933 -5%
BC
387
Burney Company
Virginia
$10.9M +$1.79M +11,699 +20%
Truist Financial
388
Truist Financial
North Carolina
$10.9M -$301K -1,961 -3%
PA
389
Pinnacle Associates
New York
$10.8M -$289K -1,884 -3%
CFB
390
Cullen/Frost Bankers
Texas
$10.8M -$1.57M -10,216 -13%
V
391
Veritable
Delaware
$10.8M -$159K -1,039 -1%
WTC
392
WhitTier Trust Company
Nevada
$10.8M -$755K -4,920 -7%
OAC
393
OMERS Administration Corp
Ontario, Canada
$10.8M +$8.52M +55,542 +377%
FNB
394
First Niagara Bank
New York
$10.8M -$1.74M -11,375 -14%
Arrowstreet Capital
395
Arrowstreet Capital
Massachusetts
$10.6M +$10.6M +69,246 New
Cambridge Investment Research Advisors
396
Cambridge Investment Research Advisors
Iowa
$10.6M -$654K -4,261 -6%
AMI
397
Amica Mutual Insurance
Rhode Island
$10.6M -$730K -4,759 -6%
FNBOO
398
First National Bank of Omaha
Nebraska
$10.6M -$796K -5,191 -7%
JIC
399
Johnson Investment Counsel
Ohio
$10.5M -$1.5M -9,771 -12%
CCT
400
Chemung Canal Trust
New York
$10.5M -$2.55M -16,592 -20%
14 15
16
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