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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 %
ECM
726
Empire Capital Management
Connecticut
$3.21M +$3.21M +20,920 New
FNT
727
First National Trust
Pennsylvania
$3.21M -$89.1K -581 -3%
SCI
728
S&CO Inc
Massachusetts
$3.2M -$22.4K -146 -0.7%
Capstone Investment Advisors
729
Capstone Investment Advisors
New York
$3.19M +$3.19M +20,826 +2,082,600%
CCM
730
Chickasaw Capital Management
Tennessee
$3.19M +$2.84M +18,545 +836%
IC
731
Inverness Counsel
New York
$3.16M -$175K -1,144 -5%
FCT
732
Family Capital Trust
Massachusetts
$3.16M +$24.1K +157 +0.8%
CC
733
ClearArc Capital
Ohio
$3.15M +$76.1K +496 +2%
PAM
734
PartnerRe Asset Management
Connecticut
$3.15M +$420K +2,741 +15%
FWCM
735
First Western Capital Management
California
$3.14M +$100K +652 +3%
WSTAM
736
Wilbanks Smith & Thomas Asset Management
Virginia
$3.11M -$207K -1,348 -6%
FBT
737
First Bankers Trust
Kentucky
$3.11M -$93.1K -607 -3%
WAM
738
Wolverine Asset Management
Illinois
$3.1M +$3.1M +20,198 New
MNBTD
739
Moody National Bank Trust Division
Texas
$3.1M -$594K -3,873 -16%
Envestnet Asset Management
740
Envestnet Asset Management
Illinois
$3.08M +$729K +4,753 +31%
PFM
741
PacWest Financial Management
Arizona
$3.07M +$4.76K +31 +0.2%
IIC
742
Ironwood Investment Counsel
Arizona
$3.07M +$250K +1,628 +9%
BCM
743
Breithorn Capital Management
New York
$3.07M +$2.75M +17,949 +871%
JPMIA
744
J.P. Marvel Investment Advisors
Massachusetts
$3.07M -$911K -5,942 -23%
WC
745
Whitnell & Co
Illinois
$3.07M +$29K +189 +1%
SI
746
SII Investments
Wisconsin
$3.05M -$589K -3,850 -16%
ISB
747
Iowa State Bank
Iowa
$3.05M -$34.8K -227 -1%
NMIFOAC
748
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3.05M – – –
BB
749
Busey Bank
Illinois
$3.04M -$89.7K -585 -3%
CA
750
Cetera Advisors
Colorado
$3.04M -$538K -3,510 -15%
28 29
30
31 32