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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 %
RB
876
Rodgers Brothers
Pennsylvania
$2.02M -$92.5K -603 -4%
BT
877
Beacon Trust
New Jersey
$2.01M -$175K -1,142 -8%
HAM
878
Highstreet Asset Management
Ontario, Canada
$2.01M +$241K +1,569 +14%
HPBT
879
High Point Bank & Trust
North Carolina
$2.01M -$17K -111 -0.8%
CCM
880
Coldstream Capital Management
Washington
$2M -$9.05K -59 -0.5%
WAM
881
Weatherly Asset Management
California
$2M -$264K -1,724 -12%
HT
882
HighTower Trust
Texas
$2M +$198K +1,293 +11%
TRIM
883
Thompson Rubinstein Investment Management
Oregon
$2M +$1.32M +8,631 +197%
BG
884
Bollard Group
Massachusetts
$1.99M -$10.3M -67,254 -84%
SAMNY
885
Samsung Asset Management (New York)
New York
$1.99M -$3.25M -21,161 -62%
SIMM
886
Stillwater Investment Management (Minnesota)
Minnesota
$1.99M +$26.4K +172 +1%
LCM
887
Liberty Capital Management
Michigan
$1.98M -$207K -1,350 -9%
CWM
888
Concert Wealth Management
California
$1.98M +$129K +838 +7%
MHIC
889
Marble Harbor Investment Counsel
Massachusetts
$1.98M -$397K -2,588 -17%
CICI
890
Capital Investment Counsel Inc
North Carolina
$1.97M -$60.1K -392 -3%
FPFS
891
First Personal Financial Services
North Carolina
$1.97M +$1.97M +12,848 New
LGC
892
Laurel Grove Capital
California
$1.96M -$909K -5,923 -32%
TCOO
893
Trust Company of Oklahoma
Oklahoma
$1.96M -$1.43M -9,329 -42%
GD
894
Grandfield & Dodd
New York
$1.96M +$359K +2,339 +22%
CD
895
Carl Domino
Florida
$1.95M +$1.95M +12,692 New
WF
896
WealthTrust Fairport
Ohio
$1.95M -$1.06M -6,935 -35%
CWP
897
Capital Wealth Planning
Florida
$1.94M -$1.73M -11,260 -47%
Mackenzie Financial
898
Mackenzie Financial
Ontario, Canada
$1.94M -$5.52K -36 -0.3%
LPT
899
Legacy Private Trust
Wisconsin
$1.94M -$632K -4,121 -25%
IAA
900
Ironsides Asset Advisors
North Carolina
$1.94M -$37.3K -243 -2%
34 35
36
37 38