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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 %
MAA
726
Matrix Asset Advisors
New York
$4.11M +$1.12M +6,468 +38%
MNBTD
727
Moody National Bank Trust Division
Texas
$4.1M -$13.7K -79 -0.3%
HA
728
Hamel Associates
New Jersey
$4.1M +$74.4K +429 +2%
FMT
729
First Mercantile Trust
Tennessee
$4.1M -$998K -5,758 -20%
FNT
730
First National Trust
Pennsylvania
$4.08M -$384K -2,214 -9%
WHG
731
Westwood Holdings Group
Texas
$4.08M +$15.3K +88 +0.4%
WTIM
732
Wilmington Trust Investment Management
Delaware
$4.07M -$526K -3,033 -11%
MC
733
MRJ Capital
New York
$4.04M – – –
LIM
734
Leavell Investment Management
Alabama
$4.04M -$446K -2,574 -10%
JT
735
Jump Trading
Illinois
$4.03M +$4.03M +23,275 New
SCM
736
Schnieders Capital Management
California
$4.03M +$692K +3,995 +21%
YP
737
Yellowstone Partners
Idaho
$4.03M +$355K +2,048 +10%
WCF
738
West Coast Financial
California
$4M +$879K +5,119 +28%
LCP
739
Legacy Capital Partners
Wisconsin
$3.98M +$121K +696 +3%
LCM
740
Lucas Capital Management
New Jersey
$3.95M -$67.2K -388 -2%
LNB
741
Ledyard National Bank
$3.93M -$68.6K -396 -2%
DSA
742
Davis Selected Advisers
Arizona
$3.93M +$131K +756 +3%
LJAC
743
L.J. Altfest & Co
New York
$3.92M -$6.29K -35 -0.2%
WC
744
Woodstock Corp
Massachusetts
$3.92M -$199K -1,146 -5%
CA
745
Cetera Advisors
Colorado
$3.91M +$206K +1,189 +6%
DCM
746
Dupont Capital Management
Delaware
$3.88M -$369K -2,132 -9%
VV
747
Verity & Verity
South Carolina
$3.86M +$199K +1,149 +5%
ECAM
748
East Coast Asset Management
Massachusetts
$3.83M -$70K -404 -2%
FSC
749
Fiduciary Services Corp
Georgia
$3.82M +$412K +2,378 +12%
AMIM
750
Aull & Monroe Investment Management
Alabama
$3.81M +$48.9K +282 +1%
28 29
30
31 32