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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 %
IAM
701
Impax Asset Management
New Hampshire
$4.4M -$7.11K -41 -0.2%
FNBT
702
FineMark National Bank & Trust
Florida
$4.39M +$623K +3,594 +17%
WDA
703
Wendell David Associates
New Hampshire
$4.39M -$429K -2,478 -9%
ACM
704
Argyle Capital Management
Pennsylvania
$4.38M +$31.7K +183 +0.7%
SCM
705
Shelton Capital Management
Colorado
$4.38M +$194K +1,119 +5%
TC
706
Taylor Cottrill
New Hampshire
$4.34M -$1.33M -7,675 -23%
AAM
707
Augustine Asset Management
Florida
$4.34M +$4.34M +25,044 New
CCA
708
Catalyst Capital Advisors
New York
$4.33M +$793K +4,576 +22%
BMC
709
Benin Management Corp
Connecticut
$4.3M -$78.5K -453 -2%
FFBTD
710
First Financial Bank - Trust Division
Ohio
$4.3M -$597K -3,448 -12%
FBP
711
Flippin Bruce & Porter
Virginia
$4.28M +$248K +1,431 +6%
MIM
712
Midwest Investment Management
Ohio
$4.27M +$118K +680 +3%
ICAS
713
Investors Capital Advisory Services
Massachusetts
$4.25M +$893K +5,156 +27%
RCM
714
RNC Capital Management
California
$4.25M +$725K +4,184 +21%
SC
715
Saybrook Capital
North Carolina
$4.23M -$181K -1,046 -4%
GCM
716
Garland Capital Management
Washington
$4.2M -$9.01K -52 -0.2%
MA
717
Marshwinds Advisory
Georgia
$4.2M – – –
SIG
718
Schooner Investment Group
Pennsylvania
$4.19M +$466K +2,615 +13%
SHGA
719
Sand Hill Global Advisors
California
$4.19M -$403K -2,327 -9%
CIM
720
CenturyLink Investment Management
Colorado
$4.18M -$223K -1,284 -5%
K
721
Kemper
Illinois
$4.17M – – –
MIS
722
Morningstar Investment Services
Illinois
$4.15M +$639K +3,687 +18%
TCOO
723
Trust Company of Oklahoma
Oklahoma
$4.14M +$1.02M +5,861 +33%
NCM
724
Novare Capital Management
North Carolina
$4.14M -$294K -1,694 -7%
PAS
725
Partnervest Advisory Services
California
$4.12M +$3.61M +20,852 +718%
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