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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 %
WB
501
Webster Bank
Connecticut
$8.12M -$2.67M -15,400 -25%
OAC
502
OMERS Administration Corp
Ontario, Canada
$8.1M +$8.1M +46,756 New
CIC
503
Carnegie Investment Counsel
Ohio
$7.91M +$421K +2,430 +6%
BFM
504
Boston Financial Management
Massachusetts
$7.9M -$5.74M -33,134 -42%
CAN
505
Cetera Advisor Networks
California
$7.89M +$490K +2,826 +7%
RS
506
Robeco Schweiz
Switzerland
$7.82M -$282K -1,624 -3%
JEW
507
Jamison Eaton & Wood
New Jersey
$7.78M -$598K -3,448 -7%
ADEF
508
Adams Diversified Equity Fund
Maryland
$7.76M – – –
Aristotle Capital Management
509
Aristotle Capital Management
California
$7.75M +$7.42M +42,804 +2,248%
PIM
510
Penobscot Investment Management
Massachusetts
$7.72M -$186K -1,071 -2%
APFBOT
511
Amica Pension Fund Board of Trustees
Rhode Island
$7.72M – – –
IHL
512
Investment House LLC
California
$7.71M -$339K -1,956 -4%
DIA
513
Denver Investment Advisors
Colorado
$7.7M -$1.36M -7,823 -15%
AAC
514
Asset Advisors Corp
Georgia
$7.7M -$608K -3,509 -7%
ALA
515
Atherton Lane Advisers
California
$7.69M -$2.89M -16,660 -27%
SAS
516
Spectrum Advisory Services
Georgia
$7.64M -$30K -173 -0.4%
1SB
517
1ST Source Bank
Indiana
$7.62M -$183K -1,058 -2%
TCM
518
Twin Capital Management
Pennsylvania
$7.6M -$1.31M -7,583 -15%
GLA
519
Great Lakes Advisors
Illinois
$7.52M -$411K -2,374 -5%
KA
520
Kerrisdale Advisers
Florida
$7.51M +$5.48M +31,640 +271%
NLI
521
Nippon Life Insurance
Japan
$7.5M -$704K -4,061 -9%
JMH
522
J.M. Hartwell
New York
$7.42M -$5.79M -33,388 -44%
OPCM
523
Osborne Partners Capital Management
California
$7.39M -$605K -3,489 -8%
CK
524
Cohen Klingenstein
New York
$7.38M – – –
QI
525
Quotient Investors
New York
$7.38M +$21.3K +123 +0.3%
19 20
21
22 23