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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 %
CIM
701
CenturyLink Investment Management
Colorado
$3.41M +$614 +4 +0%
TFA
702
Toth Financial Advisory
Virginia
$3.41M -$1.41M -9,209 -29%
FSC
703
Fiduciary Services Corp
Georgia
$3.4M -$336K -2,191 -9%
DWT
704
Dorsey & Whitney Trust
South Dakota
$3.4M -$128K -836 -4%
LIA
705
LS Investment Advisors
Michigan
$3.39M +$153K +995 +5%
CCT
706
Capital City Trust
Florida
$3.39M -$3.37K -22 -0.1%
IAM
707
Impax Asset Management
New Hampshire
$3.39M -$606K -3,950 -15%
CIC
708
Carnegie Investment Counsel
Ohio
$3.38M -$368K -2,420 -10%
LJAC
709
L.J. Altfest & Co
New York
$3.35M -$29.5K -192 -0.9%
LCM
710
Lucas Capital Management
New Jersey
$3.34M -$100K -653 -3%
DSA
711
Davis Selected Advisers
Arizona
$3.33M -$380M -2,478,171 -99%
Belvedere Trading
712
Belvedere Trading
Illinois
$3.32M +$3.32M +21,673 New
MBTD
713
Mechanics Bank - Trust Department
California
$3.31M -$447K -2,917 -12%
SFS
714
Strategic Financial Services
New York
$3.3M +$167K +1,091 +5%
CC
715
Courier Capital
New York
$3.29M +$169K +1,100 +5%
CSS
716
Cubist Systematic Strategies
Connecticut
$3.29M -$277K -1,803 -8%
AMIM
717
Aull & Monroe Investment Management
Alabama
$3.24M -$165K -1,077 -5%
SCM
718
Schnieders Capital Management
California
$3.23M -$23K -150 -0.7%
CBN
719
Cadence Bank NA
Texas
$3.23M -$14.4K -94 -0.4%
FFBTD
720
First Financial Bank - Trust Division
Ohio
$3.23M -$148K -967 -4%
CA
721
Cornerstone Advisors
North Carolina
$3.23M -$1.28M -8,368 -28%
BFIM
722
Beese Fulmer Investment Management
Ohio
$3.22M +$59.5K +388 +2%
CL
723
CFS LLC
Oklahoma
$3.21M -$2.8M -18,283 -47%
AUB
724
Atlantic Union Bankshares
Virginia
$3.21M -$5.06K -33 -0.2%
NSEDCP
725
NJ State Employees Deferred Compensation Plan
New Jersey
$3.21M – – –
27 28
29
30 31