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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 %
LRPA
676
L. Roy Papp & Associates
Arizona
$3.71M +$410K +2,673 +12%
CT
677
Cambridge Trust
Massachusetts
$3.7M -$465K -3,030 -11%
CIC
678
Crawford Investment Counsel
Georgia
$3.7M -$895K -5,836 -19%
ZAM
679
Zevin Asset Management
Massachusetts
$3.7M -$243K -1,587 -6%
AC
680
Allstate Corporation
Illinois
$3.69M -$8.92M -58,151 -71%
MJRIC
681
Mogy Joel R Investment Counsel
California
$3.69M -$281K -1,830 -7%
TSW
682
Thompson Siegel & Walmsley
Virginia
$3.68M -$123K -800 -3%
PCA
683
Private Capital Advisors
Connecticut
$3.68M -$474K -3,091 -11%
SIG
684
Schooner Investment Group
Pennsylvania
$3.65M – – –
VV
685
Verity & Verity
South Carolina
$3.64M +$203K +1,322 +6%
MA
686
Marshwinds Advisory
Georgia
$3.61M -$46.6K -304 -1%
GE
687
General Electric
Ohio
$3.57M -$1M -6,529 -22%
FNBT
688
FineMark National Bank & Trust
Florida
$3.52M -$117K -760 -3%
WSC
689
Wellington Shields & Co
New York
$3.51M -$640K -4,173 -15%
HA
690
Hamel Associates
New Jersey
$3.5M -$246K -1,603 -7%
WCF
691
West Coast Financial
California
$3.5M +$30.5K +199 +0.9%
CIP
692
Convergence Investment Partners
Florida
$3.5M +$3.1M +20,186 +772%
Carson Wealth (CWM LLC)
693
Carson Wealth (CWM LLC)
Nebraska
$3.49M -$2.32M -15,144 -40%
DIA
694
Dean Investment Associates
Ohio
$3.47M -$168K -1,097 -5%
SMM
695
Stadion Money Management
Georgia
$3.45M +$795K +5,180 +30%
Marshall Wace
696
Marshall Wace
United Kingdom
$3.44M +$3.44M +22,449 New
CC
697
Colrain Capital
Massachusetts
$3.44M +$233K +1,517 +7%
YP
698
Yellowstone Partners
Idaho
$3.43M +$111K +725 +3%
AGM
699
Alpine Global Management
New York
$3.43M +$3.43M +22,352 New
TC
700
Taylor Cottrill
New Hampshire
$3.42M -$272K -1,773 -7%
26 27
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