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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 %
SIP
576
Stoneridge Investment Partners
Pennsylvania
$6.38M -$3.12M -18,020 -33%
VWM
577
Valley Wealth Managers
New Jersey
$6.38M +$53.9K +311 +0.9%
FM
578
Family Management
New York
$6.37M – – –
EFS
579
Essex Financial Services
Connecticut
$6.33M +$317K +1,828 +5%
SCM
580
Stonebridge Capital Management
California
$6.32M +$1.14M +6,553 +22%
MERSOM
581
Municipal Employees' Retirement System of Michigan
Michigan
$6.31M – – –
DC
582
Davenport & Co
Virginia
$6.29M -$105K -607 -2%
SIC
583
Salem Investment Counselors
North Carolina
$6.17M -$148K -852 -2%
GG
584
Greenwood Gearhart
Arkansas
$6.15M +$2.49M +14,392 +68%
NIA
585
Northstar Investment Advisors
Colorado
$6.13M -$150K -866 -2%
PA
586
Profund Advisors
Maryland
$6.09M -$157K -906 -3%
KRSITF
587
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$6.07M -$44.5K -257 -0.7%
CCM
588
Catawba Capital Management
Virginia
$6.05M -$203K -1,172 -3%
CNBT
589
Canandaigua National Bank & Trust
New York
$6.05M -$185K -1,067 -3%
GA
590
Geneva Advisors
Illinois
$6.04M -$26.9K -155 -0.4%
BFA
591
Bragg Financial Advisors
North Carolina
$6.03M -$66.5K -384 -1%
CIC
592
Cornercap Investment Counsel
Georgia
$6.01M +$5.79M +33,394 +2,563%
GMIM
593
General Motors Investment Management
New York
$6M -$896K -5,173 -13%
NPA
594
Nichols & Pratt Advisers
Massachusetts
$5.98M -$5.82M -33,587 -49%
CLOS
595
Compagnie Lombard Odier SCmA
Switzerland
$5.9M -$2.73M -15,733 -32%
DG
596
Davidson & Garrard
Virginia
$5.88M -$694K -4,005 -11%
ATC
597
Argent Trust Company
Louisiana
$5.87M -$412K -2,376 -7%
RC
598
RBO & Co
California
$5.87M – – –
FCMC
599
Founders Capital Management (Connecticut)
Connecticut
$5.86M +$649K +3,743 +12%
MWR
600
McAdams Wright Ragen
Washington
$5.82M -$2.43M -13,994 -29%
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