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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 %
HHAA
901
Henry H. Armstrong Associates
Pennsylvania
$1.93M -$388K -2,531 -17%
ASC
902
Atalanta Sosnoff Capital
New York
$1.93M -$447K -2,917 -19%
AC
903
Alleghany Corporation
New York
$1.93M – – –
MHIM
904
MacNealy Hoover Investment Management
Ohio
$1.92M +$45.9K +299 +2%
AIM
905
Acropolis Investment Management
Missouri
$1.91M -$60.6K -395 -3%
BHBT
906
Burke & Herbert Bank & Trust
Virginia
$1.91M +$77K +502 +4%
DVM
907
Dreman Value Management
Florida
$1.9M +$44.6K +291 +2%
PAM
908
Peninsula Asset Management
Florida
$1.89M -$60.9K -397 -3%
HAI
909
Hennessy Advisors Inc
California
$1.89M – – –
BJL
910
Brighton Jones LLC
Washington
$1.89M +$168K +1,092 +10%
WS
911
Wedbush Securities
California
$1.89M -$188K -1,226 -9%
RIM
912
Regent Investment Management
Kentucky
$1.88M -$264K -1,721 -12%
DDC
913
DF Dent & Co
Maryland
$1.87M -$21.9K -143 -1%
TFF
914
Timothy F. Fidgeon
$1.87M -$128K -837 -6%
EM
915
Excalibur Management
Massachusetts
$1.87M +$36.5K +238 +2%
K
916
Kemper
Illinois
$1.86M -$1.83M -11,924 -50%
AAM
917
Advisors Asset Management
Colorado
$1.86M -$186K -1,210 -9%
CIC
918
Chilton Investment Company
Connecticut
$1.85M -$1.29M -8,385 -41%
BCM
919
Boyle Capital Management
Iowa
$1.85M +$930K +6,064 +101%
SCM
920
Sterneck Capital Management
Missouri
$1.84M +$212K +1,383 +13%
KIG
921
Kovitz Investment Group
Illinois
$1.84M -$257K -1,673 -12%
ATC
922
Adirondack Trust Company
New York
$1.84M +$115K +747 +7%
HIC
923
Holderness Investments Company
North Carolina
$1.84M +$1.84M +11,989 New
WOC
924
West Oak Capital
California
$1.84M +$58.4K +381 +3%
GIM
925
Grassi Investment Management
California
$1.83M +$16.1K +105 +0.9%
35 36
37
38 39