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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 %
Northwestern Mutual Wealth Management
576
Northwestern Mutual Wealth Management
Wisconsin
$5.35M -$158K -1,032 -3%
CCM
577
Catawba Capital Management
Virginia
$5.32M -$24.1K -157 -0.5%
MERSOM
578
Municipal Employees' Retirement System of Michigan
Michigan
$5.3M – – –
CTA
579
Chesley Taft & Associates
Illinois
$5.28M -$960K -6,261 -15%
FB
580
Fulton Bank
Pennsylvania
$5.27M +$195K +1,271 +4%
BFA
581
Bragg Financial Advisors
North Carolina
$5.26M +$62.7K +409 +1%
KRSITF
582
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.25M -$552K -3,600 -10%
BFO
583
Boston Family Office
Massachusetts
$5.24M -$440K -2,867 -8%
ANI
584
American National Insurance
Texas
$5.23M -$4.3M -28,009 -45%
VST
585
Van Strum & Towne
California
$5.23M +$104K +675 +2%
MIM
586
Marco Investment Management
Georgia
$5.23M +$535K +3,489 +11%
EFS
587
Essex Financial Services
Connecticut
$5.23M -$351K -2,289 -6%
CB
588
Chemical Bank
Michigan
$5.17M +$558K +3,637 +12%
CCP
589
Clarkston Capital Partners
Michigan
$5.16M +$660K +4,304 +15%
SCA
590
Salient Capital Advisors
Texas
$5.15M +$141K +921 +3%
RMSCM
591
R.M. Sincerbeaux Capital Management
New York
$5.06M – – –
LBC
592
Lowe Brockenbrough & Co
Virginia
$5.05M -$2.15M -14,030 -30%
BSPF
593
British Steel Pension Fund
United Kingdom
$5.02M -$1.01M -6,590 -17%
SYBT
594
Stock Yards Bank & Trust
Kentucky
$5.01M -$174K -1,135 -3%
ACP
595
Ashfield Capital Partners
California
$5M -$764K -4,978 -13%
BFEC
596
Benjamin F. Edwards & Company
Missouri
$4.99M +$38.8K +253 +0.8%
DC
597
Davenport & Co
Virginia
$4.96M -$753K -4,911 -13%
NIA
598
Northstar Investment Advisors
Colorado
$4.83M -$608K -3,966 -11%
CIC
599
Cutler Investment Counsel
Oregon
$4.83M -$30.5K -199 -0.6%
CNBT
600
Canandaigua National Bank & Trust
New York
$4.81M -$494K -3,222 -9%
22 23
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