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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 %
III
626
Independent Investors Inc
New York
$4.44M -$206K -1,341 -4%
RIL
627
Rothschild Investment LLC
Illinois
$4.43M -$794K -5,177 -15%
RC
628
RBO & Co
California
$4.41M -$800K -5,217 -15%
HBT
629
Hills Bank & Trust
Iowa
$4.4M -$77.8K -507 -2%
GMIM
630
General Motors Investment Management
New York
$4.36M -$904K -5,896 -17%
CCM
631
Covington Capital Management
California
$4.28M +$152K +994 +4%
OI
632
Oakbrook Investments
Illinois
$4.24M -$1.09M -7,113 -20%
GF
633
Gerstein Fisher
New York
$4.23M -$603K -3,909 -12%
GC
634
Grimes & Company
Massachusetts
$4.22M -$55.7K -363 -1%
SWP
635
Stratos Wealth Partners
Ohio
$4.19M +$1.11M +7,233 +36%
TF
636
Tompkins Financial
New York
$4.17M -$310K -2,024 -7%
HAIM
637
Hunter Associates Investment Management
Pennsylvania
$4.16M -$466K -3,039 -10%
FHA
638
First Horizon Advisors
Tennessee
$4.15M +$35.9K +234 +0.9%
CCA
639
Catalyst Capital Advisors
New York
$4.14M -$17.5K -114 -0.4%
MFS
640
MSI Financial Services
Massachusetts
$4.13M +$707K +4,613 +21%
LK
641
Lumbard & Kellner
New Hampshire
$4.11M +$20.6K +134 +0.5%
DSC
642
Duncker Streett & Co
Missouri
$4.11M -$73.8K -481 -2%
DD
643
Dominick & Dominick
New York
$4.1M -$180K -1,173 -4%
CCMINC
644
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.08M -$95K -619 -2%
FCBT
645
First Citizens Bank & Trust
North Carolina
$4.08M +$30.1K +196 +0.7%
BHIA
646
Birch Hill Investment Advisors
Massachusetts
$4.07M -$96.2K -627 -2%
FAAS
647
First Allied Advisory Services
California
$4.07M -$696K -4,553 -15%
AB
648
Amalgamated Bank
New York
$4.06M -$586K -3,821 -13%
AT
649
Arden Trust
Delaware
$4.04M -$297K -1,938 -7%
HJA
650
Hugh Johnson Advisors
New York
$4.02M -$28.5K -186 -0.7%
24 25
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