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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 %
WC
801
Whitnell & Co
Illinois
$3.41M +$48.2K +278 +1%
FA
802
FDx Advisors
Illinois
$3.41M +$1.01M +5,804 +42%
FWCM
803
First Western Capital Management
California
$3.41M +$6.76K +39 +0.2%
CCMIC
804
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$3.38M -$2.03M -10,992 -38%
JAM
805
Jolley Asset Management
North Carolina
$3.37M -$83.9K -484 -2%
HVIA
806
Hudson Valley Investment Advisors
New York
$3.36M -$99.5K -574 -3%
ST
807
Smithfield Trust
Pennsylvania
$3.33M -$178K -1,026 -5%
SP
808
Sarasin & Partners
United Kingdom
$3.32M -$1.61M -9,292 -33%
LGC
809
Laurel Grove Capital
California
$3.32M -$63.4K -366 -2%
CIA
810
CCM Investment Advisers
South Carolina
$3.3M -$16.9M -97,649 -84%
MCC
811
Mid Continent Capital
Illinois
$3.29M -$217K -1,255 -6%
CI
812
Constellation Investments
Ohio
$3.29M -$36.2K -209 -1%
YIA
813
YHB Investment Advisors
Connecticut
$3.27M -$61.9K -357 -2%
PIC
814
Portland Investment Counsel
Ontario, Canada
$3.26M +$3.26M +18,828 New
Point72 Asset Management
815
Point72 Asset Management
Connecticut
$3.26M +$3.26M +18,828 New
ECM
816
Everence Capital Management
Indiana
$3.26M – – –
DBIA
817
Dumont & Blake Investment Advisors
New Jersey
$3.26M +$14.6K +84 +0.4%
B
818
Bailard
California
$3.23M -$1.06M -6,098 -25%
TBA
819
Train Babcock Advisors
New York
$3.19M -$205K -1,182 -6%
SRC
820
Shufro Rose & Co
New York
$3.18M -$142K -820 -4%
KCMRT
821
Kemper Corp Master Retirement Trust
Illinois
$3.17M – – –
EWA
822
Exencial Wealth Advisors
Oklahoma
$3.17M -$160K -886 -5%
IIC
823
Ironwood Investment Counsel
Arizona
$3.17M +$238K +1,375 +8%
GGPS
824
Gary Goldberg Planning Services
New York
$3.16M -$194K -1,119 -6%
FCM
825
Forester Capital Management
Illinois
$3.16M – – –
31 32
33
34 35