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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 %
BCMO
776
Buckingham Capital Management (Ohio)
Ohio
$2.83M -$159K -1,035 -5%
B
777
Bailard
California
$2.83M -$151K -982 -5%
DA
778
Denali Advisors
California
$2.82M +$481K +3,138 +21%
MRCM
779
M&R Capital Management
New Jersey
$2.82M -$1.74M -11,353 -38%
FA
780
FDx Advisors
Illinois
$2.82M -$1.34M -8,763 -32%
KCMRT
781
Kemper Corp Master Retirement Trust
Illinois
$2.81M – – –
GI
782
GAMCO Investors
Connecticut
$2.81M -$2.74M -17,887 -49%
DPIM
783
Duff & Phelps Investment Management
Illinois
$2.8M -$171K -1,114 -6%
ACP
784
Aviance Capital Partners
Florida
$2.8M -$334K -2,176 -11%
FMW
785
Farr Miller & Washington
District of Columbia
$2.78M +$36K +235 +1%
TBA
786
Train Babcock Advisors
New York
$2.77M -$49.1K -320 -2%
MIS
787
Morningstar Investment Services
Illinois
$2.77M -$1.08M -7,026 -28%
FCM
788
Forester Capital Management
Illinois
$2.77M -$38K -248 -1%
PAM
789
Princeton Alpha Management
New Jersey
$2.75M +$2.75M +17,943 New
QI
790
Qualcomm Inc
California
$2.74M – – –
GCA
791
Guardian Capital Advisors
Ontario, Canada
$2.74M +$33.9K +198 +1%
BOH
792
Bank of Hawaii
Hawaii
$2.72M -$292K -1,901 -10%
LCP
793
Legacy Capital Partners
Wisconsin
$2.71M -$922K -6,009 -25%
PPSG
794
Princeton Portfolio Strategies Group
New Jersey
$2.69M -$365K -2,382 -12%
RCM
795
RNC Capital Management
California
$2.65M -$939K -6,120 -26%
HVIA
796
Hudson Valley Investment Advisors
New York
$2.64M -$249K -1,625 -9%
WC
797
Woodstock Corp
Massachusetts
$2.61M -$495K -3,225 -16%
RBC
798
Ronald Blue & Co
Georgia
$2.61M -$88.7K -578 -3%
QIM
799
Quest Investment Management
Oregon
$2.61M – – –
NME
800
Notis-McConarty Edward
$2.6M – – –
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32
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