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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 %
KFS
826
Kurt F. Somerville
$2.4M +$118K +771 +5%
MYAM
827
Meiji Yasuda Asset Management
Japan
$2.39M -$180K -1,172 -7%
PI
828
Pettee Investors
Connecticut
$2.39M -$16.1K -105 -0.7%
VNA
829
VNBTrust National Association
Virginia
$2.38M -$134K -877 -5%
NBC
830
Neuberger Berman Canada
Ontario, Canada
$2.37M -$264K -1,722 -10%
CAM
831
Columbia Asset Management
Michigan
$2.35M +$84.2K +549 +4%
ANB
832
Amarillo National Bank
Texas
$2.34M +$1.11M +7,244 +90%
LNWWM
833
Laird Norton Wetherby Wealth Management
California
$2.33M -$272K -1,770 -10%
HCM
834
Howland Capital Management
Massachusetts
$2.33M +$56.4K +368 +2%
JIC
835
Joel Isaacson & Co
New York
$2.33M -$29.8K -194 -1%
MC
836
Martin & Co
Tennessee
$2.32M +$72.1K +470 +3%
SFG
837
Sather Financial Group
Texas
$2.31M -$3.72M -24,266 -62%
BBI
838
Baxter Bros Inc
Connecticut
$2.3M -$247K -1,613 -10%
SA
839
Strategic Advisors
New York
$2.29M +$1.4M +9,156 +158%
SPC
840
Sigma Planning Corp
Michigan
$2.29M +$2.29M +14,919 New
FA
841
FMA Advisory
Pennsylvania
$2.29M -$848K -5,532 -27%
PTB
842
Pioneer Trust Bank
Oregon
$2.26M -$9.66K -63 -0.4%
GHA
843
Garcia Hamilton & Associates
Texas
$2.26M -$949K -6,187 -30%
TWM
844
Torch Wealth Management
Ohio
$2.25M +$60.4K +394 +3%
PWM
845
Perigon Wealth Management
California
$2.24M -$132K -861 -6%
HCC
846
Hirtle Callaghan & Co
Pennsylvania
$2.24M -$102K -665 -4%
CCG
847
Cypress Capital Group
Florida
$2.23M -$393K -2,561 -15%
SC
848
Saybrook Capital
North Carolina
$2.22M -$1.37M -8,919 -38%
TBNY
849
Trustco Bank (New York)
New York
$2.2M -$67.3K -439 -3%
RIA
850
Regal Investment Advisors
Michigan
$2.2M +$82.4K +537 +4%
32 33
34
35 36