IBM icon

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 %
CMBA
676
C.M. Bidwell & Associates
Hawaii
$4.64M +$4.64M +26,751 New
WSC
677
Wellington Shields & Co
New York
$4.64M -$45.8K -264 -1%
CWP
678
Capital Wealth Planning
Florida
$4.63M +$1.66M +9,588 +56%
HA
679
Halsey Associates
Connecticut
$4.62M -$45.2K -261 -1%
AIC
680
Argus Investors Counsel
New York
$4.62M +$280K +1,615 +6%
WKWM
681
Walter & Keenan Wealth Management
Indiana
$4.6M -$81.4K -470 -2%
SCA
682
Salient Capital Advisors
Texas
$4.57M +$631K +3,638 +16%
VFS
683
VSR Financial Services
Kansas
$4.57M +$2.16M +12,491 +90%
FCBT
684
First Citizens Bank & Trust
North Carolina
$4.57M +$70.5K +407 +2%
SCM
685
Shapiro Capital Management
Georgia
$4.56M +$4.56M +26,309 New
CCP
686
Clarkston Capital Partners
Michigan
$4.55M +$1.25M +7,227 +38%
JPMIA
687
J.P. Marvel Investment Advisors
Massachusetts
$4.55M +$588K +3,394 +15%
CF
688
CNA Financial
Illinois
$4.53M -$2.72M -15,690 -38%
ZAM
689
Zevin Asset Management
Massachusetts
$4.52M -$8.04M -46,412 -64%
LK
690
Lumbard & Kellner
New Hampshire
$4.51M +$251K +1,448 +6%
ACM
691
Advisors Capital Management
New Jersey
$4.49M +$854K +4,926 +23%
TWA
692
TCI Wealth Advisors
Arizona
$4.47M -$1.81M -10,460 -29%
HJA
693
Hugh Johnson Advisors
New York
$4.46M -$26.9K -155 -0.6%
QI
694
QS Investors
New York
$4.45M +$1.49M +8,587 +50%
CCG
695
Chatham Capital Group
Georgia
$4.44M +$223K +1,287 +5%
CHAM
696
Clear Harbor Asset Management
Connecticut
$4.44M +$2.14M +12,344 +93%
TSW
697
Thompson Siegel & Walmsley
Virginia
$4.43M -$2.88M -16,618 -39%
GIM
698
Groesbeck Investment Management
New Jersey
$4.43M -$1.97M -11,359 -31%
LD
699
Lipe & Dalton
New York
$4.43M +$47.1K +272 +1%
MBTD
700
Mechanics Bank - Trust Department
California
$4.42M -$2.07M -11,967 -32%
26 27
28
29 30