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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
+$1.04B
2
BTS
BB&T Securities
Virginia
+$352M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$333M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$327M
5
AIG
American International Group
New York
+$285M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$524M
2
DSA
Davis Selected Advisers
Arizona
-$380M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$374M
4
Franklin Resources
Franklin Resources
California
-$352M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$349M
Name Holding Trade Value Shares
Change 		Shares
Change %
APFBOT
501
Amica Pension Fund Board of Trustees
Rhode Island
$6.83M – – –
LWCFA
502
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.8M -$6.2M -40,394 -48%
WPC
503
Waters Parkerson & Co
Louisiana
$6.79M -$12.1M -78,980 -64%
FBNAT
504
FirstMerit Bank N.A. Trustee
Ohio
$6.79M -$857K -5,585 -11%
FIG
505
Fusion Investment Group
Pennsylvania
$6.79M -$120K -781 -2%
Simplex Trading
506
Simplex Trading
Illinois
$6.77M +$6.77M +44,162 New
RBA
507
Richard Bernstein Advisors
New York
$6.76M +$1.08M +7,014 +19%
CIM
508
Calvert Investment Management
Maryland
$6.75M -$1.68M -10,925 -20%
PIM
509
Progressive Investment Management
Oregon
$6.73M +$900K +5,866 +15%
1SB
510
1ST Source Bank
Indiana
$6.71M +$9.2K +60 +0.1%
M
511
MOTCO
Texas
$6.68M -$5.83K -38 -0.1%
DL
512
Delta Lloyd
Netherlands
$6.68M +$312K +2,036 +5%
FBP
513
Flippin Bruce & Porter
Virginia
$6.63M +$2.79M +18,221 +73%
JEW
514
Jamison Eaton & Wood
New Jersey
$6.62M -$244K -1,592 -4%
CIC
515
Cornercap Investment Counsel
Georgia
$6.61M +$291K +1,899 +5%
NAM
516
NorthCoast Asset Management
Connecticut
$6.6M +$6.6M +43,054 New
SAS
517
Spectrum Advisory Services
Georgia
$6.59M -$28.1K -183 -0.4%
WB
518
Webster Bank
Connecticut
$6.57M -$102K -664 -2%
DIA
519
Denver Investment Advisors
Colorado
$6.54M -$140K -914 -2%
CK
520
Cohen Klingenstein
New York
$6.53M – – –
OPCM
521
Osborne Partners Capital Management
California
$6.52M – – –
ISL
522
Ingalls & Snyder LLC
New York
$6.49M +$577K +3,762 +10%
TAM
523
Taurus Asset Management
New York
$6.48M -$2.17M -14,126 -25%
PL
524
Parthenon LLC
Kentucky
$6.48M +$4.76K +31 +0.1%
PVH
525
Psagot Value Holdings
Israel
$6.47M +$6.2M +40,447 +2,372%
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