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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 %
LI
651
LMCG Investments
Massachusetts
$4.02M -$32.2K -210 -0.8%
HA
652
Halsey Associates
Connecticut
$4.02M -$73.9K -482 -2%
AIA
653
AIMZ Investment Advisors
California
$4M +$4M +26,072 New
SI
654
Stephens Inc
Arkansas
$3.98M -$368K -2,398 -8%
IC
655
InterOcean Capital
Illinois
$3.97M +$469K +3,060 +13%
BFM
656
Boston Financial Management
Massachusetts
$3.96M -$2.55M -16,651 -39%
SC
657
SouthState Corp
Florida
$3.95M -$798K -5,203 -17%
Tudor Investment Corp
658
Tudor Investment Corp
Connecticut
$3.95M +$3.71M +24,192 +1,542%
JWBC
659
J.W. Burns & Co
New York
$3.95M -$842K -5,492 -18%
LH
660
Lebenthal Holdings
New York
$3.94M +$3.94M +25,667 New
ACM
661
Argyle Capital Management
Pennsylvania
$3.92M +$48.2K +314 +1%
MAA
662
Matrix Asset Advisors
New York
$3.91M +$185K +1,204 +5%
PSI
663
Pinnacle Summer Investments
Virginia
$3.91M -$164K -1,081 -4%
LA
664
Lynch & Associates
Indiana
$3.88M -$267K -1,742 -6%
LD
665
Lipe & Dalton
New York
$3.88M -$35.3K -230 -0.9%
IMOV
666
Investment Management of Virginia
Virginia
$3.87M +$1.08M +7,021 +39%
WIC
667
Willis Investment Counsel
Georgia
$3.85M +$3.85M +25,104 New
SIC
668
Salem Investment Counselors
North Carolina
$3.84M -$1.49M -9,715 -28%
CMBA
669
C.M. Bidwell & Associates
Hawaii
$3.83M – – –
TWA
670
TCI Wealth Advisors
Arizona
$3.81M -$147K -956 -4%
GCM
671
Garland Capital Management
Washington
$3.76M +$176K +1,150 +5%
JAM
672
Jolley Asset Management
North Carolina
$3.75M +$806K +5,257 +27%
SC
673
Searle & Co
Connecticut
$3.74M +$3.74M +24,403 New
JFGIW
674
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.72M -$1.12M -7,292 -23%
Daiwa Securities Group
675
Daiwa Securities Group
Japan
$3.71M -$377K -2,458 -9%
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