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IBM
IBM

Overview Fund Activity

1,725 hedge funds and large institutions have $107B invested in IBM in 2014 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 548 increasing their positions, 875 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,725
Holders Change
-4
Holders Change %
-0.23%
% of All Funds
49.61%
Holding in Top 10
166
Holding in Top 10 Change
-56
Holding in Top 10 Change %
-25.23%
% of All Funds
4.77%
New
76
Increased
548
Reduced
875
Closed
71
Calls
$1.43B
Puts
$1.87B
Net Calls
-$444M
Net Calls Change
-$391M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$1.4B
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$330M
3
Renaissance Technologies
Renaissance Technologies
New York
+$262M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$240M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$137M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$546M
2
Fisher Asset Management
Fisher Asset Management
Washington
-$544M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$274M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$221M
5
CIP
Cornerstone Investment Partners
Georgia
-$186M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
401
Avalon Investment & Advisory
Texas
$13.2M +$7.45M +42,976 +128%
CC
402
Cannell & Co
New York
$13.2M -$539K -3,110 -4%
SMI
403
Shelter Mutual Insurance
Missouri
$13.1M – – –
GT
404
Greenleaf Trust
Michigan
$13.1M +$252K +1,455 +2%
SBCM
405
Schwerin Boyle Capital Management
Massachusetts
$13.1M +$102K +586 +0.8%
Cambridge Investment Research Advisors
406
Cambridge Investment Research Advisors
Iowa
$13.1M +$225K +1,301 +2%
PA
407
Pinnacle Associates
New York
$13.1M -$935K -5,398 -7%
V
408
Veritable
Delaware
$13.1M -$201K -1,159 -2%
WTC
409
WhitTier Trust Company
Nevada
$13M -$187K -1,078 -1%
CFB
410
Cullen/Frost Bankers
Texas
$13M -$174K -1,004 -1%
Truist Financial
411
Truist Financial
North Carolina
$12.9M -$162K -934 -1%
UB
412
UMB Bank
Missouri
$12.9M -$1.03M -5,955 -7%
FNBOO
413
First National Bank of Omaha
Nebraska
$12.9M -$227K -1,307 -2%
AMI
414
Amica Mutual Insurance
Rhode Island
$12.8M – – –
DC
415
Deere & Company
Illinois
$12.8M -$2.38M -13,732 -16%
LTFS
416
Ladenburg Thalmann Financial Services
Florida
$12.8M -$18.2K -105 -0.1%
ARMC
417
American Research & Management Company
Massachusetts
$12.8M -$23.2K -134 -0.2%
ACM
418
Academy Capital Management
Texas
$12.6M +$226K +1,302 +2%
GL
419
Globe Life
Texas
$12.6M – – –
STC
420
SEI Trust Company
Pennsylvania
$12.6M +$291K +1,678 +2%
Marshall Wace
421
Marshall Wace
United Kingdom
$12.4M +$10.4M +60,028 +522%
B
422
Barings
North Carolina
$12.2M +$1.28M +7,385 +12%
RMA
423
Roffman Miller Associates
Pennsylvania
$12.1M +$285K +1,646 +2%
NAM
424
North American Management
Massachusetts
$12.1M -$274K -1,581 -2%
CIBC World Market
425
CIBC World Market
Ontario, Canada
$12M +$1.49M +8,599 +14%
15 16
17
18 19