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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
Berkshire Hathaway
Nebraska
$12.3B
2
BTS
BB&T Securities
Virginia
$406M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$334M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$541M
5
AIG
American International Group
New York
$345M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$323M
2
DSA
Davis Selected Advisers
Arizona
$3.33M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$598M
4
Franklin Resources
Franklin Resources
California
$276M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.06B
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
426
BOK Financial
Oklahoma
$9.18M -$2.68M -17,456 -23%
SM
427
Stratton Management
Pennsylvania
$9.17M -$2.06M -13,458 -18%
KCM
428
Kanawha Capital Management
Virginia
$9.02M -$64.3K -419 -0.7%
Thrivent Financial for Lutherans
429
Thrivent Financial for Lutherans
Minnesota
$8.89M -$373K -2,432 -4%
TCOV
430
Trust Company of Vermont
Vermont
$8.84M -$624K -4,069 -7%
BIC
431
Bridges Investment Counsel
Nebraska
$8.84M -$1.07M -6,958 -11%
PP
432
Palladium Partners
Virginia
$8.81M -$10.3M -66,983 -54%
HCM
433
Horan Capital Management
Maryland
$8.76M +$413K +2,694 +5%
TMAM
434
Tokio Marine Asset Management
Japan
$8.76M -$5.86M -38,190 -40%
FLII
435
First Long Island Investors
New York
$8.65M +$8.65M +56,369 New
FPCG
436
Fort Pitt Capital Group
Pennsylvania
$8.59M -$86.4K -563 -1%
RNS
437
Robert N. Shapiro
$8.58M -$280K -1,824 -3%
JGUA
438
John G. Ullman & Associates
New York
$8.58M -$538K -3,505 -6%
TTWM
439
TCV Trust & Wealth Management
Virginia
$8.46M -$88.7K -578 -1%
GJIC
440
Gamble Jones Investment Counsel
California
$8.43M -$947K -6,172 -10%
CS
441
Candriam SCA
Luxembourg
$8.32M +$8.32M +54,272 New
CCM
442
Cohen Capital Management
California
$8.32M – – –
Walleye Trading
443
Walleye Trading
New York
$8.28M +$7.93M +51,672 +2,231%
JC
444
Jacobs & Co
California
$8.27M +$396K +2,583 +5%
AT
445
Acadia Trust
Maine
$8.27M -$278K -1,810 -3%
WJA
446
Williams Jones & Associates
New York
$8.24M +$298K +1,944 +4%
Ninety One (UK)
447
Ninety One (UK)
United Kingdom
$8.22M -$134M -873,084 -94%
AAM
448
AR Asset Management
California
$8.21M – – –
AI
449
Ariel Investments
Illinois
$8.21M -$16.1K -105 -0.2%
RJT
450
Raymond James Trust
Florida
$8.17M +$649K +4,228 +9%
16 17
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