IBM icon

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 %
SAM
751
Selway Asset Management
$3.02M -$20.1K -131 -0.7%
WIC
752
Wilkins Investment Counsel
Massachusetts
$3.01M -$16.1K -105 -0.5%
SNT
753
Security National Trust
West Virginia
$3M -$134K -873 -4%
CI
754
Constellation Investments
Ohio
$2.99M +$96.3K +628 +3%
CC
755
Cognios Capital
Kansas
$2.99M +$2.99M +19,473 New
SGAM
756
Steinberg Global Asset Management
Florida
$2.98M -$39.1K -255 -1%
PFP
757
Pinnacle Financial Partners
Tennessee
$2.98M +$203K +1,322 +7%
NAM
758
NTV Asset Management
West Virginia
$2.96M -$209K -1,360 -7%
ECAM
759
East Coast Asset Management
Massachusetts
$2.95M -$512K -3,338 -15%
MKC
760
M. Kraus & Co
Vermont
$2.95M -$236K -1,539 -7%
SP
761
Sarasin & Partners
United Kingdom
$2.93M – – –
GGPS
762
Gary Goldberg Planning Services
New York
$2.93M +$7.52K +49 +0.3%
ST
763
Spinnaker Trust
Maine
$2.93M +$8.28K +54 +0.3%
MC
764
MRJ Capital
New York
$2.92M -$658K -4,288 -18%
ST
765
Semper Trust
Pennsylvania
$2.91M +$98.6K +643 +4%
WDA
766
Wendell David Associates
New Hampshire
$2.9M -$828K -5,413 -22%
SRC
767
Shufro Rose & Co
New York
$2.9M +$90.9K +593 +3%
BAS
768
Brown Advisory Securities
Maryland
$2.89M -$296K -1,933 -9%
DBIA
769
Dumont & Blake Investment Advisors
New Jersey
$2.89M -$1.69K -11 -0.1%
BIC
770
Beach Investment Counsel
Pennsylvania
$2.87M -$327K -2,132 -10%
WKWM
771
Walter & Keenan Wealth Management
Indiana
$2.87M -$642K -4,184 -18%
MC
772
Moors & Cabot
Massachusetts
$2.86M -$282K -1,843 -9%
KIC
773
Keating Investment Counselors
Florida
$2.86M -$60.9K -397 -2%
BMC
774
Benin Management Corp
Connecticut
$2.85M -$857K -5,590 -23%
ICAS
775
Investors Capital Advisory Services
Massachusetts
$2.85M -$285K -1,859 -9%
29 30
31
32 33