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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 %
CIA
551
Capital Investment Advisors
Georgia
$5.99M -$76.8K -501 -1%
FWCM
552
Ferguson Wellman Capital Management
Oregon
$5.98M -$23.5K -153 -0.4%
SCM
553
Stonebridge Capital Management
California
$5.93M +$624K +4,070 +12%
JT
554
Jump Trading
Illinois
$5.9M +$5.72M +37,320 +3,184%
AC
555
AFAM Capital
Texas
$5.81M +$72.6K +473 +1%
Fisher Asset Management
556
Fisher Asset Management
Washington
$5.78M -$1.73M -11,287 -23%
CONA
557
Capital One National Association
New York
$5.78M -$484K -3,155 -8%
RS
558
Robeco Schweiz
Switzerland
$5.74M -$1.21M -7,902 -17%
MAM
559
Meeder Asset Management
Ohio
$5.73M +$5.43M +35,407 +1,810%
GG
560
Greenwood Gearhart
Arkansas
$5.72M +$196K +1,279 +4%
ONB
561
Old National Bancorp
Indiana
$5.66M -$579K -3,778 -9%
CANC
562
Culbertson A N & Co
Virginia
$5.65M -$114K -745 -2%
FM
563
Family Management
New York
$5.64M – – –
SFFS
564
Stonehage Fleming Financial Services
Jersey
$5.6M +$5.6M +36,513 New
SSB
565
Sandy Spring Bank
Maryland
$5.52M -$266K -1,737 -5%
GLRA
566
Gerald L. Ray & Associates
Texas
$5.51M -$245K -1,597 -4%
SHA
567
Smith Hayes Advisers
Nebraska
$5.51M +$536K +3,495 +11%
VWM
568
Valley Wealth Managers
New Jersey
$5.49M -$211K -1,376 -4%
DY
569
Dowling & Yahnke
California
$5.49M -$223K -1,454 -4%
FCMC
570
Founders Capital Management (Connecticut)
Connecticut
$5.47M +$247K +1,608 +5%
WP
571
WMS Partners
Maryland
$5.47M -$46.9K -306 -0.9%
PPCM
572
Pillar Pacific Capital Management
California
$5.45M -$207K -1,348 -4%
FMBTD
573
First Midwest Bank Trust Division
Illinois
$5.45M +$12K +78 +0.2%
CGT
574
Capital Guardian Trust
California
$5.39M -$197K -1,282 -4%
SGK
575
Steigerwald Gordon & Koch
Virginia
$5.37M +$317K +2,113 +6%
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